Investment Portfolio Management

Managing on behalf of investors who are not specialized in completing negotiations, partnerships, and international investment alliances

This is the art and science of selecting and overseeing an investment to meet the long-term financial objectives and risk tolerance of our clients.

This process allows the establishment of investment alliances.

Management of investment portfolios is vital in making the necessary changes to the portfolio. For example, if specific shares are affecting the performance of the portfolio and lowering it, or increasing its risk, we shall recommend selling and investing in other opportunities. Likewise, if the portfolio doesn’t achieve the minimum return the investor required, he can partially or fully redistribute the investment assets or even increase his capital. Investors usually follow up on their investment portfolios once a year.

It starts with the investor following up on the return on investment for every group of companies belonging to a specific sector and comparing it with the sector index, then specifying the average for the whole portfolio. We prepare and issue the report of the return on the investment portfolio of our client. In case the investor owns shares or securities through an account at a company that conducts securities business then it will calculate the returns for the investor.

Investment Portfolio Management

Company

Alliances