Investment Advisory

Miyar Capital believes that the first and most important step in providing investment advisory services to clients is meeting the client and having a deep, precise, and analytical understanding of their needs, objectives, and specific investment constraints, and then documenting and including everything related to that in their Investment Policy Statement (IPS), based on which the Strategic Asset Allocation process is determined. After the strategic allocation is approved by the client, the most suitable asset managers are selected, and then the updated investment portfolio performance is continuously monitored to ensure the achievement of the client's objectives and provide the client with any periodic suggestions for developing and making improvements to portfolio returns when needed.

Basically, the scope of work in the field of investment advisory consists of five consecutive stages:

Meeting the client and determining their objectives, risk tolerance, and investment constraints

Analyzing client assets, liabilities, and cash flows and determining investment objectives and strategy

Determining and selecting the appropriate strategic asset allocation and ideal portfolio managers

Implementation phase and beginning investment

Monitoring, analysis, and evaluation phase of investment portfolio components and performance and correction if necessary

For more information about investment banking services at Miyar Capital, please contact us via email:info@miyarcapital.com.sa