• The Asset Management Division of The First Investor supplies innovative wealth management solutions to high net worth individuals and financial, corporate, charitable and government institutions through the discretionary management of highly customised portfolios. We have and are continuing to build a committed team of trusted financial advisors that will undertake a thorough analysis of our clients’ investment aims and objectives, tolerance for risk and investment time horizon in order to construct, provide and monitor ideal investment products and portfolios that will fulfil their financial needs and ambitions, today and over the long-term. The First Investor’s highly experienced and expanding Asset Management Team constructs products and portfolios to serve the diverse investment goals of its client base. To monitor their investments, we provide reliable and clear reports to clients thus ensuring full disclosure of portfolio holdings and transactions and maintaining high standards of compliance. We are committed to provide sound responsive and professional management services to ensure the development and maintenance of our strong client relationships.

• The First Investor offers mutual funds (local, regional and international), discretionary portfolio management services and advisory services to investors. With our developing network of overseas relationships, we are able to access some of the world’s top money managers./ We identify, select and capture superior investment opportunities to enhance the wealth of our clients, providing investment products and solutions that ideally fulfil their monetary goals, attending to both their risk profile and liquidity constraints.

• The First Investor has a strong investment team comprising investment professionals with global experience who have managed money directly in international and regional markets, as well as advised both major institutional and private clients on investment strategy. We bring a significant level of experience and expertise to the development of investment strategy and the allocation of assets. Fund management teams are accountable for the research, portfolio management and performance of the assets they manage. A dedicated team of analysts, undertaking fundamental research and valuation studies of regional and international investment markets, supports the fund management team.

• The First Investor is a regional investment manager, and we believe that our rigorous, consistent and disciplined investment process identifies investment opportunities within regional financial markets. The regional portfolio management team is committed to adding value through each stage of our investment process. We are dedicated to fundamental analysis and all our selection of investments is firmly underpinned by valuation studies. Investment choices are made after a thorough analysis of global and regional economic trends, industry developments, market fundamentals and valuation.

TFI is seeking approval to structure, distribute and manage the following funds as building blocks for the overall construction of a customised portfolio