Portfolio Managment

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Gordon Gekko Pension Fund

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Investment Policy, Portfolio Construction and Performance Report

Introduction

The Gordon Gekko Pension Fund’s investment philosophy emphasizes the safety of the principal fund, good returns that outperform the long-term inflation rate and the established benchmark, proper assets allocations, diversified investment choices and categories that survive perpetual changes of current globalization trends, efficient investment control and supervision process. All these factors help adjust our investment yields to counter balance cyclical and anti-cyclical economic effects and generate satisfactory returns to our fund members.

Other than maximizing good returns for its investments, the Gordon Gekko Pension Fund also makes it a policy to pay equal attention to its investment supervision role by publishing its investment policy statement for self-compliance and to inform related parties of mutual anticipated roles and responsibilities. This investment policy statement also outlines investment performance, currency exposure, global macroeconomic events and risk management framework which aims at protecting the fund against possible investment risk.

The Gordon Gekko Pension Fund invests all funds under its control in a manner that provides the highest investment return, using authorized instruments, while meeting the pension plan cash flow demands.

The primary investment objective is to ensure the principal protection, while managing liquidity to pay the financial obligations of the Pension, and providing the highest investment return using authorized instruments. The investment portfolio shall be diversified to eliminate the risk of loss resulting from concentration in any specific asset.

Market Overview

• Emerging Markets

We have a really positive outlook for the Emerging Markets in general. There was a temptation to overweight stock selection from this region but, due to the nature of our Fund,...