Discretionary Portfolio Management

If you are a High Net Worth investor or institution seeking equity, fixed income, money market or multi-asset class exposure in Saudi or GCC markets, MEFIC’s Discretionary Portfolio Management (DPM) product suite is the customized solution you are looking for.

This service allows investors to incorporate customized restrictions and requirements while constructing their portfolio, a flexibility that usually does not exist in a fund. The first step for creating DPM is understanding the clients’ risk and return objectives and investment constraints i.e., liquidity, time horizon, legal or any such specific considerations. Once this is completed, the portfolio is constructed so that it is consistent with the client’s requirements.

At present, this product provides normal risk-return mandates, aimed at consistently outperforming the respective benchmarks.