The Task
Developing your investment strategy and portfolio can be complicated
and tedious. There are so many factors to consider before a sound
decision can be made, such as:
Identifying and specifying the investment objectives and constraints;
Assessing the effect of certain macro economic conditions and
the prospects of specific industries that can affect your investment
decision;
Accurately appraising your present and future strengths, and
vulnerabilities in order to form a realistic investment strategy;
Setting the selection criteria for stocks to be included in
your portfolio.
The Investment Process
Developing the plan that meets your investment goals is the beginning
of our efforts to formulate the investment strategy and portfolio.
Entrusted with this role, our approach to the investment process is
as follows:
Setting Normal Asset Allocation Policy;
Conducting Active Asset Allocation and Securities Selection.
Implementation
Major steps in performing this engagement include:
Macroeconomic Analysis of national economic
trends and capital markets of countries covered to determine the
proportion of funds and asset types to be invested in each country;
Sectoral Analysis of various industries
in each country to assess the industries' growth prospects and
potential;
Company Analysis using a combination of
fundamental and technical support decision tools.
Judicious portfolio diversification and
a highly disciplined approach are the cornerstones of our investment
strategy.
