As a financial trustee with complex responsibilities,
WE BELIEVE THAT INSTITUTIONALIZING AND MAINTAINING A ROBUST AND TRANSPARENT GOVERNANCE FRAMEWORK IS OF GREAT SIGNIFICANCE.
At Al Ramz, we conduct rigorous checks and balances during our investment selection process to provide our clients with sustainable solutions.
Operationally, an independent custodian acts as a guarantor for the full segregation of duties in our execution, while our integrated system ensures real-time reporting to our clients.
Our regular operational reporting triggers rebalancing decisions, thus ensuring that defined and approved weightings are strictly adhered to.
ON-THE-GROUND DUE DILIGENCE AND FUNDAMENTAL RESEARCH ARE THE CORE FOUNDATION OF OUR APPROACH.
Our experienced finance professionals have streamlined an seamless investment process that is structured and channelled.
A due diligence exercise for direct investments involves meeting with the management, understanding the company’s business model and thoroughly assessing its operating environment, strategy, management, risk profile, P&L and asset performance. These steps allow us to ensure a sound understanding of prospective risks and rewards.
To align with our client’s risk level and mandate approval, our professionals use tailored proprietary research, large data sets and third-party research to design asset allocation strategies which involve adapted risk mitigation.