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Asset Management

Lower risk. Higher returns.

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  • Value proposition

    Comprising of a dedicated team of fund managers, located across 34 African countries, our asset management arm delivers strong performance through our Pan-African distribution, extensive local knowledge and operational excellence.

    Pan-African distribution

    • More than US$500 million of assets under management
    • Asset management capabilities in Ghana, Côte d’Ivoire and Nigeria
    • Leveraging extensive retail banking footprint across 33 African countries

    Local Knowledge

    • Over 100 institutional/pension funds in Côte d’Ivoire, Ghana and Nigeria
    • Track record of more than 10 years of successful investment in Africa
    • Award-winning research team with a local presence providing the necessary insights to navigate complex African markets

    Operational Excellence

    • We deliver tailored, ‘best of class’ investment vehicles for our wealth management and institutional clients
    • We focus capital and resources on investment products capable of yielding superior returns
    • We have proven expertise in developing unique pan-African products, such as Pan-African Bond and Equity indices and Managed Funds

    Securities and Asset Management solutions in key markets in sub-saharan Africa

    • Nigeria
    • Ghana
    • Côte d’Ivoire/UEMOA

    A team of over 60 professionals and an award-winning research team

  • Services

    We provide fund management and advisory services to individuals and institutional clients; both in-house and to third parties.

    Our services include

    • Portfolio management for High Net Worth investors and institutions
    • Collective investments – we currently manage a Balanced Fund worth US$130 million
    • Buy-side advisory services to capitalize on opportunities/deal flow from countries where Ecobank has a presence/influence

    Servicing Our Clients

    Client Centric

    • Understand client investment objectives
    • Offering customised solutions
    • Unparalleled client servicing and communication

    Experienced

    • More than 10 years of managing pan-African investments
    • A team of over 60 investment professionals

    Differentiated

    • Pan-African reach and capabilities
    • Track record of product innovation
    • Leading edge technology and infrastructure
    • Focus on robust risk management/compliance Award-winning research
    • Award-winning research
  • Managed Funds

    We offer a range of in-house Managed Funds to reflect different attitudes to risk and reward, enabling our affluent and high net worth clients to make investment decisions appropriate to their circumstances and needs. We invest in a blend of assets (including bonds, cash and equities) and geographies, with the prime objective of providing increasing total returns over the longer-term.

    We help retail investors plan for their financial future through our 'Best in Class' family of mutual funds.

    Our portfolio of Managed Funds currently comprises:

    • Pan-African Fixed Income and Equity Products AFRICA 8

      8 Insights, 8 African countries

      A new fund set up as a pure play Macro balanced fund on the fixed income, equity and currency markets of 8 countries, identified as drivers of Africa Economic Transformation

      The fund would position itself as a regional play on a sub-set of least developed, but potentially fastest growing African markets

    • EDC MABI FUND

      Ecobank Middle Africa Bond Index Fund

      The objective of the EDC MABI Fund is to seek to realize long term capital appreciation with medium level risk exposure, by mainly investing in Middle African bond markets and to achieve higher returns compared to historically low yields in developed markets.

      This will be achieved through a diversification opportunity with uncorrelated asset, allowing investors to simultaneously diversifying their portfolio risk while improving yields that benefit from the economic growth opportunities on the African continent.

      The fund will invest in Bonds. Institutional Investors can diversify into the Fund and improve their returns, decrease the risk of their portfolio and deepen their exposure to African markets with one investment.

  • Investment philosophy

    Our Approach to Portfolio Construction

    • Portfolio construction combines our investment philosophy and the research underwent in the investment process.
    • The most critical portfolio construction decision, in terms of mitigating risk for maximum return, is determining the weighting of each holding in the portfolio.
    • Questions we always ask, include:
      • How much of an investment can we hold while maintaining the same level of portfolio risk?
      • How much more of a holding can we add to, or take from the portfolio, while maintaining the same risk levels?
    • We monitor our individual investments, and if we are not satisfied, they are placed on a watch list for further scrutiny.
    • We rebalance and rework our portfolios from time to time, as per our tactical asset allocation changes and based on how different assets perform.
  • Investment process

    Information Gathering

    • Information on client’s resources, investment goals and constraints
    • Helps to derive an understanding of client’s nvestment horizon and tolerance to risk

    Investment Strategy

    • Information gathered culminates in a customised Investment Policy Statement (IPS)
    • The IPS summarizes your portfolio strategy and is Ecobank’s guarantee that your portfolio will be invested in keeping with agreed-upon guidelines

    Implementation of Investment Strategy

    • Using the IPS as a guidance, your Fund Manager will allocate your portfolio appropriately amongst individual holdings in the agreed asset classes
    • From time to time, changes will be made to portfolio holdings as market conditions warrant but any changes will always be in keeping with what was agreed to in the IPS

    Portfolio Monitoring

    • Ongoing monitoring of your investments by your Fund Manager
    • Ensures that there is always a knowledgeable professional looking after your best interests
    • To understand how your portfolio is performing, Ecobank will provide you monthly/quarterly statements on your holdings