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.