Global Excellence Awards 2018

Acquisition International - Global Excellence Awards 2018 119 Acquisition International - Issue 7 2018 47 Providing Stability, Security and Integrity for Investors fundamentals, such as earnings growth, cash flow, balance sheet strength and relative value. To protect clients’ long-term interests, they maintain a fundamental and disciplined approach and believe clients’ portfolios are more secure when financial fads and momentum plays are avoided. Also, they believe in providing clients with timely, pertinent information to help them understand the value that CFAL brings in managing their investment portfolio. The company’s managed portfolios are designed to achieve specific objectives, such as long- term capital growth, consistent returns and risk reduction. Their investment professionals take pride in remaining disciplined to these principles to ensure that clients can feel secure with investment decisions. CFAL believes that solid, consistent returns produce the best long-term results. While declines in portfolio values cannot be avoided entirely, their down-side risk protection strategy is designed to assist clients with achieving their investment goals through the difficult markets that periodically come along. The team at CFAL depends on the expertise of their investment professionals working together to research, analyse and make sound and independent investment decisions. These experts have the ability and resources to conduct in-depth research and analysis, so clients can be assured that their decisions are based on fundamentals that stay true to their portfolios’ stated investment objectives. The result is a team of seasoned and committed professionals working together to add quality and diversification, resulting in a measure of safety to client portfolios. Protecting and enhancing clients’ assets are the most important aspect of their job. At CFAL, they believe in the power of diversification, and continually monitor the markets and clients’ portfolios to ensure that investments are in line with the mandated strategic asset allocation. CFAL’s approach to portfolio management is designed to anticipate and adjust to continual changes in the investment environment. CFAL is a thriving business and it is their long- standing vision to remain a first choice for service excellence and solutions for its clients and operations. To this end, some of their future financial aspirations are to increase their current market share, grow profits and become more innovative and efficient. Due to a number of leads from the Caribbean Region over the past few months, CFAL is developing a plan to expand into the region particularly the pension management sector. Moving forward, one of the main goals of the executive management team is to continue to create a positive work environment for all the employees. CFAL’s focus is on selecting the right team members, while simultaneously providing the necessary training and creating a strong sense of autonomy amongst the staff. Informal and formal staff reviews are done annually to ensure that each staff member is aware of and is achieving their stated goals. In addition to this, CFAL has implemented an annual staff appreciation event where they honour their staff’s achievements and years of service. Looking ahead to what the future holds, CFAL will continue to contribute significantly to the development of the financial services industry in The Bahamas just as they have been doing for the past 20 years. They are a niche-boutique financial services company committed to profitable growth opportunities via ongoing upgrades to their business models. Central to positioning themselves for future survival and success, are their investment in technology and training that will help the firm better manage clients’ needs, shareholders’ expectations and ongoing regulatory changes.