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investment MANAGEMENT | portfolio MANAGEMENT | investment ADVISORY
Investment Management
Investment Management & Portfolio Management for your organisation on a Discretionary or Non-Discretionary basis
Investment Advisory
Investment Advisory services for your pension fund, mutual fund/unit trust/REIT/Partnership on a Non-Discretionary or Discretionary basis
“We relentlessly enlighten ourselves in order to solve the hardest problems for our valued clients…”
– AMIT BAKHIRTA
Investment Management
&
Investment Advisory
Anneau Limited (“Anneau”) is registered as an Investment Adviser – unrestricted (License Number IX19000069) with the Financial Services Commission (“FSC”) under the Securities Licensing Rules 2007 and is authorised to provide Investment Management (“Portfolio Management”) and Investment Advisory services and so is authorised to manage, under a mandate, portfolios of securities and to advise, guide or recommend other persons, whether personally or through printed materials or by other means, to enter into securities transactions.
Individuals
Save, Invest and Plan with our various solutions crafted for your individual needs.
Institutions
Investment Management & Investment Advisory solutions for your organisation.
we manage your investments
At Anneau, we put you, our clients, first in everything we do.
We aim to build a long lasting with your organisation by doing our best to:
- Deliver industry leading Risk Adjusted Returns; and
- Service you to the best of our abilities 24 hours a day 365 days a year
These are our promises to you.
INNOVATIVE SOLUTIONS FOR YOUR ORGANISATION
Investment Management & Investment Advisory solutions tailor made for your organisation’s evolving needs
treasury INVESTMENTS
OPTIMAL SHORT TERM LIQUIDITY MANAGEMENT INVESTMENT TOOLS
Organisations, Companies, Pension Funds, Retirements Funds and Investment Funds need to meet their short to medium term liquidity needs to fulfil their respective organisational objectives. They further need to optimise their cost of capital and enhance returns on capital for stakeholders. An Anneau Investment Account can be strategically constructed for optimising your organisation’s short term to medium term liquidity needs and returns thereof. Anneau can further advise your institution based on an asset/liability study and cash flow hedging reviews; such that your firm is better equipped for an uncertain tomorrow.
WORKING CAPITAL
INVESTMENTS
OVERDRAFTS ARE EXPENSIVE! THINK DIFFERENTLY. THINK INVESTMENTS.
An Anneau Working Capital Investment Account can complement and/or even replace your company’s short term funding requirements. Most organisations face short term liquidity constraints and those who do have extra free cash flows, many often do not invest it wisely enough to optimise the firm’s cost of capital and returns on capital. With Anneau’s Working Capital Investment Account, managing your quarterly, Semi-Annual and/or Annual cash flows is relatively easier. We are focused on optimising the cost as well as the returns of your firm’s working capital.
CAPITAL EXPENDITURE
INVESTMENTS
without a plan, your dream remains a dream
Capital Expenditures (“CAPEX”) are critical investments typically made in your organisation’s operations and the expansion thereof. Whether driven by the need for increased efficiency and productivity and/or by organic/inorganic growth needs, Capital Investments should be properly planned, budgeted, and invested for. Else, they are likely to be relatively expensive and may also, in certain cases pressurise the company’s operating cash flows. With Anneau’s Capital Expenditure Investment Account, you can ensure that your firm’s tangible and intangible Return on Investments in CAPEX are optimised.
PENSION FUND
INVESTMENTS
WE WORK WITH YOU TO ENSURE YOU MEET YOUR PENSION OBLIGATIONS
Anneau can assist companies, pension funds, retirement funds, their trustees, their managers, administrators, amongst others; in optimising their strategic & tactical asset allocations, their multi-asset class investments as well as their asset/liability matching needs. Our Investment Management & Investment Advisory services are structured in such flexible Discretionary and Non-Discretionary ways that they are ideally tailor suited to meet your ever evolving needs. At all times, the sustainability of the retirement pool of your hard working employees remain our priority.
STRATEGIC
LONG-TERM
INVESTMENTS
without a plan, your dream remains a dream
Capital Allocation is one of the most important roles of Corporate CEOs. Whether it is for strategic and/or for balance sheet reasons, an increasing number of companies worldwide now realise and understand the need for long-term investments in securities. These investments can be strategic in nature (in publicly listed and/or privately held securities), depending on your industry and based on your future expansion needs. A company’s capital structure, its debt curve and its assets may plausibly be structured in an inappropriate manner resulting in an asset\liability mismatch. Anneau’s Investment strategies can therefore be useful in improving your firm’s Balance Sheet and Free Cash Flows.
our investment & RISK philosophies
Learn more about our Investment Management, Risk Management and Business Management Philosophies.
Our various Philosophies have been crafted based on years of Investment experience for the benefit of our valued clients.
Our Investment Philosophies
Our Investment Philosophy forms an integral part our core values, beliefs and investment principles. Learn more about our multi assets, public equities, fixed income and alternatives investment philosophies.
Risk Management Philosophy
Our Risk Management Philosophy is founded on the relentless pursuit of risk minimization in view of preserving our clients’ capital and widening their risk return spread.
ASSET CLASSES
Learn more about the multitude of Asset Classes that we invest in.
As Multi Assets Investment Managers, we invest in Publicly Listed Equities, Fixed Income and Alternatives.
Public Equities
Public equities are investments in the common stocks of publicly listed companies, both locally, regionally and internationally.
Fixed Income
Fixed Income refer to investments in the Debt issued by Mauritian and Sovereign Governments, Supra-nationals and corporate bodies.
Alternatives
Alternatives include Private Equity, Infrastructure, Energy, Real Estate/Property- REITS, Commodities and Hedge Funds.
OUR CORPORATE
OBJECTIVES
Our Vision is the most important statement we will ever make. Leaders will change over generations but our vision defines our firm’s soul and provides a clear destination for our firm.
