Investment Advisory - PVI AM

Investment Advisory - PVI AM

Strategic Investment Counsel for Complex Challenges
Investment Advisory

Strategic Investment Counsel for Complex Challenges

Independent, objective investment advisory services for institutional investors, family offices, and high-net-worth individuals seeking to optimize their investment programs and strengthen governance.
Why Choose PVI AM Investment Advisory?
01
Independence
No conflicts of interest. We don't sell products or receive commissions from recommended managers.
02
Expertise
Deep knowledge of Vietnamese markets, regulations, and institutional investment best practices.
03
Customization
Tailored advice addressing your unique objectives, constraints, and organizational structure.
Our Services

Comprehensive Investment Advisory Solutions

From strategic asset allocation to manager selection, risk management to ESG integration, we provide independent counsel across the full spectrum of institutional investment challenges.

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SERVICE 01
Strategic Asset Allocation
Optimize Your Long-Term Portfolio Structure

Comprehensive asset allocation studies incorporating economic forecasts, capital market assumptions, and liability modeling to design optimal long-term portfolio structures.

Typical Clients
Pension funds, insurance companies, endowments, family offices

Key Deliverables:
  • Capital market assumptions development
  • Asset-liability modeling and simulation
  • Strategic allocation recommendations
  • Economic and market scenario analysis
  • Efficient frontier analysis
  • Implementation roadmap and guidelines
Discuss This Service
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SERVICE 02
Investment Manager Selection & Monitoring
Build a Best-in-Class Manager Lineup

Rigorous due diligence, selection, and ongoing monitoring of external investment managers across all asset classes with independent performance evaluation.

Typical Clients
Institutional investors seeking external manager expertise

Key Deliverables:
  • Manager universe screening and research
  • Operational and investment due diligence
  • Performance analysis and attribution
  • Qualitative assessment and interviews
  • Fee negotiation support
  • Quarterly monitoring and evaluation reports
Discuss This Service
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SERVICE 03
Risk Management Consulting Strengthen Your Risk Framework
Strengthen Your Risk Framework

Design and implementation of comprehensive risk management frameworks including policies, procedures, systems, and governance structures tailored to regulatory requirements.

Typical Clients
Organizations establishing or enhancing risk management capabilities

Key Deliverables:
  • Risk management framework design
  • Risk policy and procedures documentation
  • Stress testing and scenario analysis
  • Risk limit structure and monitoring
  • Risk reporting infrastructure
  • Regulatory compliance guidance
Discuss This Service
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SERVICE 04
ESG & Sustainable Investing
Integrate Sustainability into Investment Process

Integration of environmental, social, and governance factors into investment processes with impact measurement, reporting, and alignment with international frameworks.

Typical Clients
Investors seeking to incorporate ESG principles

Key Deliverables:
  • ESG policy and framework development
  • Sustainability screening methodologies
  • Impact measurement and reporting
  • ESG data integration and analytics
  • Stewardship and engagement strategies
  • Regulatory disclosure support
Discuss This Service
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SERVICE 05
Investment Policy Statement Development
Establish Clear Investment Guidelines

Creation of comprehensive investment policy statements defining objectives, constraints, guidelines, and governance structures for investment programs.

Typical Clients
New investment programs or policy refresh initiatives

Key Deliverables:
  • Investment objectives definition
  • Risk tolerance and constraints analysis
  • Asset allocation guidelines
  • Investment restrictions and limits
  • Benchmark selection and specification
  • Rebalancing and review protocols
Discuss This Service
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SERVICE 06
Portfolio Structure & Optimization
Enhance Portfolio Efficiency

Analysis and optimization of existing portfolios to improve efficiency, reduce costs, and better align with investment objectives and risk constraints.

Typical Clients
Organizations seeking to improve existing portfolios

Key Deliverables:
  • Portfolio efficiency analysis
  • Factor exposure and risk decomposition
  • Cost and fee benchmarking
  • Portfolio construction enhancement
  • Transition planning and implementation
  • Tax efficiency optimization
Discuss This Service
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SERVICE 07
Regulatory & Compliance Advisory
Navigate Complex Regulatory Environment

Expert guidance on Vietnamese investment regulations, compliance requirements, and governance best practices for institutional investors.

Typical Clients
Institutional investors navigating regulatory requirements

Key Deliverables:
  • Regulatory requirement analysis
  • Compliance framework development
  • Governance structure recommendations
  • Reporting and disclosure guidance
  • Audit preparation and support
  • Regulatory change monitoring
Discuss This Service
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SERVICE 08
Investment Committee Support
Enhance Investment Governance

Ongoing support for investment committees including meeting preparation, materials development, education, and decision-making frameworks.

Typical Clients
Organizations with active investment committees

Key Deliverables:
  • Investment committee materials preparation
  • Performance and market updates
  • Investment opportunity analysis
  • Strategic recommendations
  • Education and training sessions
  • Meeting facilitation and minutes
Discuss This Service
Our Process

How We Work with Clients

Our advisory engagements follow a proven methodology designed to deliver actionable insights and sustainable solutions aligned with your organization's needs.

1
Discovery & Assessment
We begin by thoroughly understanding your organization, investment objectives, current portfolio, and challenges.
Key Deliverables:
  • Initial consultation and objective setting
  • Portfolio and process review
  • Stakeholder interviews
  • Document and data collection
  • Preliminary analysis and gap assessment
2
Analysis & Research
Deep dive analysis using proprietary models, market research, and industry best practices.
Key Deliverables:
  • Quantitative portfolio analysis
  • Risk and return attribution
  • Benchmark and peer comparison
  • Capital market research
  • Scenario modeling and stress testing
3
Strategy Development
Develop customized recommendations and strategic roadmap tailored to your specific situation.
Key Deliverables:
  • Strategic recommendations formulation
  • Implementation planning
  • Cost-benefit analysis
  • Risk assessment
  • Presentation materials preparation
4
Presentation & Refinement
Present findings and recommendations to your team, incorporating feedback and refining approach.
Key Deliverables:
  • Investment committee presentation
  • Stakeholder discussion and feedback
  • Recommendation refinement
  • Final documentation preparation
  • Approval and sign-off
5
Implementation Support
Provide hands-on support during implementation phase to ensure successful execution.
Key Deliverables:
  • Implementation guidance and oversight
  • Manager search and selection support
  • Transition planning and execution
  • Documentation and policy updates
  • Staff training and knowledge transfer
6
Ongoing Monitoring
Continue to monitor outcomes and provide ongoing advisory support as needed.
Key Deliverables:
  • Periodic performance reviews
  • Market and strategy updates
  • Ad-hoc consulting support
  • Investment committee participation
  • Annual strategy refresh

Flexible Engagement Models

PROJECT-BASED
Project-Based Advisory

Designed for independent advisory needs with a clearly defined scope and specific objectives, suitable for individual transactions or emerging matters.

  • Clearly defined scope of work
  • Specific deliverables
  • Transparent fees
MOST POPULAR
Ongoing Advisory

Supporting clients through long-term advisory engagements by providing investment recommendations, professional expertise, and timely advice tailored to their evolving needs.

  • Long-term advisory engagement
  • Ongoing support throughout the investment process
  • Priority response and handling
GOVERNANCE
Investment Committee Participation

Serving as an independent advisor on an Investment Council or Investment Committee to support the assessment of investment opportunities, risk management, and strategic decision-making.

  • Participation in investment meetings
  • Preparation of professional materials
  • Independent recommendations
Who We Serve

Client Who we advise

We work with sophisticated institutional investors across sectors, each with unique investment challenges, regulatory requirements, and organizational structures.

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Corporate Pension Funds
Advisory services for defined benefit and defined contribution plans including asset allocation, liability modeling, and investment manager selection.
Common Challenges
  • Liability-driven investment strategies
  • Funding ratio optimization
  • De-risking strategies
  • DC plan menu design
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Insurance Companies
Specialized counsel for insurance general accounts and separate accounts navigating regulatory capital requirements and liability matching.
Common Challenges
  • Asset-liability matching
  • Regulatory capital optimization
  • Credit portfolio management
  • Alternative investment strategies
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Endowments & Foundations
Long-term investment strategy development for non-profit organizations seeking to maximize mission funding while preserving capital.
Common Challenges
  • Spending policy optimization
  • Intergenerational equity
  • Alternative asset allocation
  • ESG integration
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Family Offices
Comprehensive wealth management advisory for ultra-high-net-worth families across generations with complex financial situations.
Common Challenges
  • Multi-generational wealth planning
  • Tax-efficient strategies
  • Impact and sustainable investing
  • Governance and decision-making
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Government Entities
Strategic investment counsel for sovereign wealth funds, public pension plans, and government agencies managing public assets.
Common Challenges
  • Fiduciary responsibility framework
  • Transparency and reporting
  • Political and social considerations
  • Long-term sustainability
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Financial Institutions
Advisory services for banks, asset managers, and investment firms seeking to enhance their own investment programs or client offerings.
Common Challenges
  • Proprietary portfolio optimization
  • Product development strategy
  • Risk management enhancement
  • Competitive positioning
Client Success Story

Helping a Major Pension Fund Optimize Asset Allocation

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The Challenge

A corporate pension fund with ₫850 billion in assets faced declining funding ratios and suboptimal asset allocation heavily weighted toward domestic bonds. The investment committee sought to modernize their approach while maintaining prudent risk management.

Our Solution

We conducted comprehensive asset-liability modeling, developed updated capital market assumptions, and designed a more efficient strategic asset allocation. We then supported the implementation including manager selection for new asset classes and transition management.

The Results

The new allocation improved expected returns by 180 basis points annually while reducing portfolio volatility by 25%. The funding ratio improved from 82% to 91% over three years, and the fund established a robust governance framework with ongoing monitoring.

Our Advisory Team

Expert Advisors with Deep Experience

Our investment advisory team brings decades of combined experience serving institutional investors across asset classes, geographies, and organizational structures.

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Mr. Nguyen Anh Vu
Head of Investment Division
ACCA
Areas of Expertise
  • Investment strategy formulation
  • Strategic asset allocation
  • Institutional investor relations
  • Investment opportunity development
14 years in corporate finance
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Mr. Mai Cuong
Investment Director
Areas of Expertise
  • Capital management
  • Asset allocation
  • Market analysis
  • Investment risk management
15 years in finance
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Ms. Nguyen Thi Lan
Head of Portfolio Management
CFA
Areas of Expertise
  • Portfolio management
  • Asset allocation
  • Investment proposal appraisal
  • Portfolio restructuring
20 years in banking & finance
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Ms. To Thuy Trang
Head of Research
Areas of Expertise
  • Macroeconomic analysis
  • Industry analysis
  • Corporate valuation
  • Investment decision support
20 years in asset management
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Industry Recognition
Our team members are recognized thought leaders, frequently speaking at industry conferences and contributing to professional publications.
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Continuous Education
We maintain rigorous continuing education requirements to stay current with evolving investment strategies, regulations, and best practices.
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Collaborative Approach
Our team works collaboratively, bringing diverse perspectives and specialized expertise to every client engagement.
Get Started

Start a Conversation About Your Investment Challenges

Schedule a complimentary consultation to discuss how our investment advisory services can help you achieve your organizational objectives.

Request a Consultation

    By submitting this form, you agree to be contacted by PVI AM regarding investment advisory services. We respect your privacy and will never share your information.
    Office Locations
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    Hanoi Head Office

    22nd Floor, PVI Tower
    1 Pham Van Bach Str., Cau Giay Warrd
    Hanoi City

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    HCMC Representative Office

    21st Floor, Saigon Trade Center Tower
    37 Ton Duc Thang Str., Sai Gon Ward
    Ho Chi Minh City

    What to Expect
    • We’ll respond within 1 business day to schedule an initial conversation
    • Our initial consultation is complimentary with no obligation
    • All discussions are confidential and protected by non-disclosure
    • We’ll provide a customized proposal based on your specific needs