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IMG manages the proprietary portfolio of Oman
Arab Bank and also client portfolios on a
discretionary and non-discretionary
basis.
As on December 31, 2007, total funds under
management is around US$ 400 million including
custody accounts. Total size of assets under
discretionary management as on December 31, 2007
is around US$ 100 million. For the client
accounts, IMG invests both in the local and
regional markets.
Investment Strategy & Process
• Client-focused,
tailor-made to desired risk-return profile
• Evolve a benchmark portfolio structure (if
required) or use the MSM Index as the benchmark
• Manage within the agreed parameters of this
structure
• Use sector allocation and diversification to
manage risk-return
• Company and sector research to drive all
investment decisions
• Rigorous risk management controls
• Sound internal systems and procedures
• Constant monitoring of overall portfolio risk
• Currency risk managed separately (if
applicable) |
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Total size of all discretionary portfolios managed by IMG
have shown a sharp growth in the last 5 years –
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Portfolio Size – RO million |
| 2003 |
12.500 |
| 2004 |
19.560 |
| 2005 |
38.384 |
| 2006 |
33.12 |
| 2007 |
43.804 |
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Breakup of assets under management on basis of client
type is given below:
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In US$ |
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FUNDS |
943,703 |
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NHWI - GCC |
1,459,104 |
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HNWI - LOCAL |
3,147,957 |
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CORPORATE - LOCAL |
6,335,969 |
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PENSION FUNDS - LOCAL |
6,807,367 |
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HNWI - FOREIGN |
8,161,954 |
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PROPRIETARY |
10,063,198 |
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CORPORATE - GCC |
76,858,015 |
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TOTAL |
113,777,270 |
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Performance of OAB Portfolio in the last 5 years (2000 –
2007) is given in the graph below
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Above graph indicates the performance of assets under
management. Please note that OAB is not allowed to invest in
Banking stocks.
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We are the investment advisors for AB MENA Fund
which is one of the largest funds in the region with
a size of US$ 65 million, managed by AB Invest of
Arab Bank Group.
· Oman Arab Bank is the Investment Manager for
the Omani Portfolio of IFA Khaleeji Fund of Kuwait.
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To view the detailed presentation on Asset
Management, please click HERE
For further information please contact us at
Tel: +968 24 762 305
or email us at
assetmanagement@oabinvest.com |
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