Institutional Investing

PUT OUR INDUSTRY EXPERTS TO WORK FOR YOUR INSTITUTION

ABOUT OUR INSTITUTIONAL INVESTING SERVICES

We offer financial solutions and investment opportunities for institutional investors.

We are specialists at a wide range of services for Private Equity and Venture Capital firms, and we also utilize our widespread network and international contacts to connect growing businesses in need of financial backing with potential investors looking for investment opportunities. We have extensive knowledge in all the major industries including:

 

  • Mining
  • Technology
  • Banking / Financial Services
  • Energy
  • Consumer
  • Healthcare
  • Industrial goods
  • Manufacturing
  • Media

 

The wide-ranging business services we offer to our institutional clients reflects our commitment to establishing and maintaining long-term partnerships and providing exceptional customer service, and we have a passion for innovation which allows us to be industry leaders in the Asia-Pacific region. All of our investment strategies are bound by true fiduciary accountability and complete transparency, with an acute focus on managing risk exposure and controlling investment costs. We also maintain a flexible approach to providing solutions for the concerns of our institutional clients in order to allow us to overcome any unforeseen challenges.

 

We have a comprehensive array of services that we can offer our clients, including:

 

Public Offerings – we assume marketing and creating demand, pricing, and distribution of a company’s equity offerings, and then maintaining a relationship with the issuing company after the offering.
Financial Restructuring – we offer solutions to firms in financial distress and we utilize our long-term relationships with major banks and financial sponsors to allow us to provide a range of services, including Equity & Debt Financing, Credit Agreement Amendments, Mergers & Acquisitions, Crisis Avoidance, among many more.
Loan Origination – we advise on raising capital through utilising our vast network of financial sources, and our services include Acquisition Financing, Capital Expenditures, Bridge Financing, among many more.

 

We provide services for many institutional investors from around the world. Our Financial Advisors are supported by our Research & Analysis division, which conducts rigorous and continuous research, as well as our Trading division, which handles the processing of all the transactions, and our Syndicate section, which coordinates all the marketing, pricing and distribution of any offerings.

 

Equity Capital Markets – We provide a wide-range of services and we cover large-, medium-, and small-cap companies within a broad range of industries, including:

 

  • Mining
  • Technology
  • Banking / Financial Services
  • Energy
  • Consumer
  • Mining
  • Healthcare
  • Industrial goods
  • Manufacturing
  • Media

 

We also specialize in Equity-Linked Securities where we help public companies to structure Equity-Linked Financing and advise them on their existing capital structure, offering guidance on:

 

  • Open-Market Debt Repurchases
  • Debt-For-Equity Exchanges
  • Public Tender Offers
  • Convertible Debt Restructuring

 

Fixed Income Capital Markets – We have extensive knowledge and experience in the Fixed-Income sector and we are one of Asia’s foremost underwriters of:

 

  • Municipal Securities
  • Insurance Companies
  • Insurance Municipalities
  • Depository Institutions
  • Money Managers

 

Public Financial Services – We offer our expertise to help provide financial solutions for our clients to cover a wide-range of tax-exempt issues, we maintain long-term relationships with our issuer clients and industry partners, and we are able to provide an extensive Fixed-Income distribution network with both retail and institutional bodies. We are one of Asia’s foremost underwriters of:

 

  • Certificate of Participation
  • Refundings
  • Variable Rates
  • Lease-Backed Debts
  • Economic Development Bonds

 

We also specialize in providing interest rate derivative products to our tax-exempt clients and our products include:

 

  • Basic Swaps
  • Interest Rate Swaps
  • Rate Locks
  • Alternative Funding Products

 

For further information and independent advice, please contact one of our Whitmore advisors.

TOP 10 INSTITUTIONAL PRODUCTS

(According to an onwallstreet.com survey of leading investment firms.)

  1. Emerging Markets
  2. Long Duration Fixed Income
  3. Socially Responsible/Green
  4. Multi-Asset Class Products
  5. Hedge Funds
  6. ESG Restricted Investments
  7. Tail-Risk Hedging
  8. Real Estate
  9. Real Assets
  10. Private Equity

EMERGING MARKET FUNDS

The SPDR S&P Emerging Markets Dividend ETF (EDIV)

Dividend Yield: 5%

Expenses: 0.49%

Stands out from most typical emerging-market equity ETFs for several reasons beyond its outstanding 5% yield. EDIV 31,22 -0,42 -1,33%

finviz dynamic chart for  EDIV

Guggenheim China Real Estate ETF (TAO) Guggenheim China Real Estate ETF (TAO),

Dividend Yield: 4.6%

Expenses: 0.7% (Includes fee waiver)

Invests in a basket of nearly 60 Chinese companies. But note that many of the companies in TAO aren’t actually REITs – the fund is full of land development companies or involved in “diversified real estate activities.”

TAO 26,76 -0,19 -0,71%

finviz dynamic chart for  TAO

VanEck Vectors Emerging Markets High Yield Bond ETF (HYEM)

Dividend Yield: 6.4%

Expenses: 0.4% (Includes fee waiver)

The VanEck Vectors Emerging Markets High Yield Bond ETF (HYEM) is an ETF with a focus that’s not too hard to imagine: sub-investment-grade debt in emerging markets.

HYEM 22,37 -0,08 -0,36%

finviz dynamic chart for  HYEM