Discretionary Mandates

Key Advantages Include:

  • Enabling investors to achieve their specific investment objectives by implementing customized investment strategies, essentially a one client fund
  • Leveraging regional investment expertise, and fundamental research capability
  • Managing any regional (MENA) investment guidelines, e.g. focusing on Shari'a compliant, cross sector, cross country strategies
  • Style-based mandates, with focus on value or growth
  • We offer customized reporting as per client requirement along with highest level of client servicing. Our clients are regularly updated with market developments and portfolio performance at a pre agreed interval of time.

Our portfolio management information system provides our analysts the tools to conduct extensive attribution analysis. We are thus able to ascertain details for tracking error, stock selection and performance; paving the way for comprehensive and customized reporting for investors. This level of transparency keeps our clients informed of our investment decisions and their portfolio activity.

Documentation Required