Miyar Capital manages client portfolios to a written Investment Policy Statement agreed with each client, defining objectives, risk tolerance, eligible asset classes, liquidity requirements and benchmarks. Each portfolio is built and managed on that policy, not a standard model.
Money-market and Murabaha for short-term liquidity management.
Fixed-income and Sukuk oriented to periodic income.
Active Saudi equity, including the unconstrained strategy.
Allocated across asset classes to the client's policy.
Investment programmes built on statutory requirements, liquidity policies and defined risk parameters.
Portfolios managing liquidity and surplus cash while keeping it available for operational needs.
Portfolios aligned with family governance and succession objectives.
Perpetual-horizon portfolios oriented to generating distributions while preserving the real value of the corpus.
Client classification, KYC and suitability assessment.
A written Investment Policy Statement defining objectives, constraints and benchmark.
Strategic and tactical allocation across asset classes.
Periodic portfolio review and rebalancing to policy.
Regular position-level reporting to the client's governance framework.
Portfolios are held in segregated accounts with independent custody, under the oversight of the investment committee. Clients receive periodic reporting covering performance, allocation and compliance against the agreed policy, with Shariah reporting where applicable.
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