ANB invest offers DPM (Discretionary Portfolio Management) to its most distinguished clients; DPMs are tailor-made to suit the specific investment needs of high-net-worth investors (individuals and corporates) with investible assets of SAR 20 million and above, and who do not have the time or the capability to manage their own portfolios.
These DPMs invest in shares, bonds, Sukuks, money market instruments and Murabahas in local, GCC and international markets (Shariah-compliant and conventional), and are customized for each client based on their investment goals, risk appetite, time horizon and the special needs & constraints which differ from one client to another.
DPMs are managed by following these three steps:
- Directly communicating with the customer in order to specify his specific return objectives in addition to the constraints which affect his investment.
- Defining customer’s risk appetite and investment time horizon.
- Fund manager will take all investment decisions and execute all transactions based on customer’s pre-defined goals.