Aditya Birla Sun Life Asset Management Company Pte. Ltd *

Investment Process

Our systematic investment process ensures that the right investment opportunities are sourced through our well established network. Every project undergoes evaluation before it is approved for investment.

Investment Process

Analyst Evaluation

  • Stock recommendations based on performance of model portfolio
  • Depth of research
  • Communication of ideas
  • Compliance

Fund Manager Evaluation

  • Fund performance vs peers in similar category
  • Contribution to research process
  • Higher weight to longer term performance

Portfolio Construction Process Equity

  • Stock / Sector checklist

    inclusion /exclusion

  • Sector selection

    top down

  • Stock selection

    bottom up

  • Portfolio re-alignment

    target price / exposure rebalancing / change of outlook

  • Assume / Reduce risk

    diversification / concentration

  • Portfolio optimization

    Portfolio optimization with investment horizon

  • Constant monitoring

    opportunity cost analysis, attribution analysis

  • Exposure / Risk Parameters

    Single stock / sector exposure Aggregate company exposures Portfolio risk parameters

Risk Management


Governance Mechanism

  • committee meeting
  • Internal audit
  • Risk reviews

Tracking & Monitoring

  • Statutory, internal and mandates limit monitoring
  • Benchmarking with peers and indices

Policy & Procedures

  • Applicable regulatory provisions