Asset and wealth management & ESG

As an organization, we are always here to help you find best investment portfolio that fits your needs but the question comes down to what services you need, about choosing and managing your investments, investing with us. We look broadly at ones financial life and portfolio without bridging any gaps between rich, average and low-class investor because investing is all about what you can afford to invest at a particular point in life. Asset and wealth management is a pretty straightforward financial services to understand as an investor because it relates to all your financial holdings which typically focus on your investments including your stocks, bonds, mutual funds, ETFs and any other quantifiable investments you hold which could gain value in the future. We are here as an organization to allocate wealth and divide investable assets to fall in line with your needs, we take a look at your portfolio and determine what percentage of it should be built on stocks and growth products, we also takes into account all financial aspects relating to our clients, we also focus on the preservation of our client finance while aiming to produce tangible returns on investments.

We aim to preserve and grow your wealth

Our clients are not necessarily averse to taking risks with their money, but they are sensitive to losses. We create portfolios that should benefit from rising markets while limiting losses when markets fall.

Investment expertise

We have among the most qualified and experienced investment professionals in the U.S . Our investment management services give you all the benefits of our expertise in research, portfolio construction and ongoing portfolio management.

Ongoing monitoring

We review our investment portfolios continually to ensure they always reflect our latest investment research, and to ensure they remain in line with our investors’ aims and attitudes to investment risk. We can also review your investments whenever there is a big change to your circumstances.

A good track record

A 2017 Financial Times survey named us the U.S top-performing global firm wealth manager for balanced portfolios.

As an investor, it’s vital ensuring that you continue to assure yourself of financial stability, consolidating for long-term wealth into the future, so as to maximize the potential of your assets and wealth. As an organization, we provide guidance when accounting for any alignments, marketing, operations, human resources, regulation, restructuring and in risk management when investing with us. From our deep research work so far, assets and wealth management can accelerate the turnaround by funding the future, safeguard the future by providing for it and can change the future for better by embracing environmental, social and governance issues, integral to ones investment strategy. Our goal is to grow investors portfolios over time while mitigating risk.

Investing Across the Digital Ecosystem; With over $10 billion in digital assets under management, TradersHerald Ltd. is one of the world’s largest digital trading infrastructural firms trading across five key digital infrastructure verticals: Data centers, Macro cell towers, Fiber networks, Small cells, and Edge infrastructure.

icon-data-center

Data Centers: Play a vital role in computing, storing, and managing information

icon-fiber

Fiber Networks: The ultra-fast connective tissue binding networks together.

icon-tower

Macro Cell Towers: Enable mobility and provide critical network coverage

icon-edge-data-center

Edge Infrastructure: Emerging connectivity demands at the edge of networks

icon-small-cell

small Cell Networks: Network densification and capacity in high demand areas

ESG Investing

Environmental, Social and Governance (ESG) Investment Management relates to how Tradersherald Inc incorporates ESG factors into its investment activities. Investment analysis of non-financial factors commonly referred to as ESG factors encompasses those aspects of an issuer’s operations that influence its ability to meet its financial obligations.

Incorporating ESG into our investment activities

Our investment team discuss the importance of ESG and how we incorporate it into our investment process. We integrate ESG into all aspects of investment decision-making and ongoing portfolio management, including portfolio construction, financial models and business plans, investment valuations, monitoring portfolio company performance and engaging with their management teams.

ESG is embedded throughout our investment process, starting with the initial due diligence through to the exit of the investment. Below is a summary of how we integrate ESG factors.

Due Diligence

During the initial due diligence phase, we proactively identify material ESG risks and opportunities relevant to the potential investment. In doing so, we leverage our investment and operating expertise and utilize industry-specific guidelines that incorporate SASB guidance. We perform deeper due diligence if required, utilizing internal experts and third-party consultants as needed.

Investment Committee Approval

All investments made by Tradersherald Inc must be approved by the applicable Investment Committee, which makes its decision based on a set of predetermined criteria. To facilitate this, investment teams provide the Committee with a detailed memorandum, outlining the merits of the transaction and material risks, mitigants, and significant opportunities for improvement, including those related to ESG, such as bribery and corruption risks, health and safety risks, and environmental and social risks.

Ongoing Management

As part of each acquisition, investment teams create a tailored integration plan that includes, among other things, material ESG-related matters for review or execution. Tradersherald Inc actively looks to advance ESG initiatives and improve ESG performance to drive long-term value creation, as well as to manage any associated risks. We believe there is a strong correlation between actively managing these considerations and enhancing investment returns. It is the responsibility of the management teams within each portfolio company to manage ESG risks and opportunities through the investment’s life cycle, supported by the investment team responsible for the investment. We have seen that the combination of having local accountability and expertise in tandem with Tradersherald’s investment and operating capabilities is important when managing the wide range of asset types across jurisdictions.

Exit

We prepare robust business plans outlining potential value creation from several different factors, including ESG considerations, as part of our divestiture plan. We also prepare both qualitative and quantitative data that summarize the ESG performance of the investment and provide a holistic understanding of how Tradersherald has managed the investment during the holding period.