MBSL expands Investment Management services on regional level
MBSL investment management service is designed to provide investors a
diversified range of securities listed on the CSE as well as on fixed
income securities such as Treasury bills and bonds according to the
investment objectives of the investors.
Since every investor is different, the MBSL Investment Management
process is designed to identify individual needs, and present a
portfolio that is appropriate and adaptable to any future changes in
circumstances. It has never been more important to plan for future
financial security.
However, there are more investment opportunities available now and
hence we have constructed a range of solutions with the aim of providing
active ongoing financial management to achieve results and guarantee
peace of mind to investors.
MBSL Investment Management aims to offer a professional and
tailor-made fund management service to investors achieved by: A precise
and simple risk analysis assessment process that identifies each
individual investor’s risk profile and investment requirements, Actively
managed investment portfolios that are subject to constant review and
due diligence checks, Optional access to Alternative Investment funds
where preferred by the investor and appropriate within the risk profile
assessment process, Regular investor risk profile assessment and
protecting the investor and The Manager through detailed reporting when
required by the investor.
As clients’ needs change, so will their investment profile; between
that of a higher risk, more aggressive strategy and a low risk,
defensive (less volatile) strategy. Realigning the investment strategy
is straightforward – all that required is a consultation and the
completion of a risk profile assessment form, which is then processed by
MBSL. The correct investment strategy will always be maintained by
regular reviews of the clients’ needs and objectives, based on the risk
appetite of the investors. The first consideration is the investment
time horizon, which is pivotal to deciding on the degree of risk that
can be taken. Here risk is measured as the extent to which a paper (or
an actual) loss of value can be tolerated over a given period, and the
level of gains the investor ideally wishes to achieve over the life of
the investment.
For example, although stock markets have generally provided greater
upside potential over the longer term, there will almost certainly be
periods (possibly of several years) when stock markets will fall. Stock
market exposure therefore has a lesser allocation in the defensive
portfolio categories and a higher allocation in the aggressive
portfolios.
As an organization MBSL is able to keep these qualities intact,
leading to a proven track record in the investment arena. The investment
team therefore makes its allocation decisions objectively, on the merits
of asset class, manager skill and the client’s chosen risk profile. |