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Managed
Discretionary
Accounts (MDA)
What is a MDA?
The Managed
Discretionary
Account or MDA is
a unique &
licensed financial
service offered by
CDM Pacific to
provide a
discretionary
trading facility
for investors. In
short, managing an
investment
portfolio is a
time consuming
task and
successful
investment
management
requires constant
attention and
accurate, up to
date information
in order to make
informed
decisions. Our
Managed
Discretionary
Account service
allows CDM Pacific
to make those
decisions for you.
Although not a new
product, Managed
Discretionary
Accounts (MDAs)
are fast becoming
the choice of many
investors
worldwide. In many
ways traditional
Managed Funds have
not changed to
meet the needs of
today’s avid and
astute investor.
We are witnessing
a steady demand
for greater
disclosure and an
instinctive
mistrust of secret
or hidden
processes.
Prudent investors
now demand (and
rightly so)
consistent results,
total
accountability,
transparency
and flexibility
from managed funds
and all other
related
investments. The
days of mailing a
yearly statement
with multiple
fees,
non-disclosure of
instruments traded
and continual
payments to Fund
Managers
irrespective of
performance are
certainly a thing
of the past.
You do not have to
look very far to
find many sources
across the globe
advocating the use
of Managed
Discretionary
Accounts due to
the very
flexible nature
of these products.
Have a look at
some of the
important and
unique features
associated with a
CDM Pacific MDA:
-
Performance
based – if
you don’t
profit, we don’t
get paid. Apart
from a small
annual
administration
charge we only
charge you fees
on profits made
during each
quarter.
-
No
pooling of
client funds
– all funds are
held in your own
dedicated client
segregated
account.
-
No entry
or exit fees
- it costs you
nothing in fees
to start your
new managed
account.
-
No
minimum time
frame - like
all investments
however we do
suggest a period
of time to
ascertain true
viability.
-
Profit
realisation
flexibility
– Your funds are
available at
call with no
withdrawal fees.
-
Statements
emailed daily
- highlighting
any open
positions but
more importantly
your true
account value.
-
Direct
access to your
Investment
Manager -
try that with a
Managed Fund!
At CDM Pacific, we
provide
professional
investment
management on a
Managed
Discretionary
Account (MDA)
basis covering
international
markets. Our
investment
objective is to
simply generate a
monthly return on
your investment at
a rate
considerably
higher than
prevailing bank
interest rate or
bond rates while
preserving your
capital base.
As part of our
management process
we employ a
disciplined,
systematic
strategy to ensure
an unbiased
approach to
investment
management. Nearly
all of our
strategies have a
directional bias
however they still
have the potential
to profit in an
opposing or
non-directional
market. This
allows us staying
power and the
ability to
withstand adverse
moves which
ultimately aids
the probability
of success.
So as you can see
there is total
accountability on
our performance
and total
flexibility for
you, our client.
Why should it
be any other way?
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