Asset Management
Home » Our Services » Asset Management

Asset Management Introduction

AWRAQ’s Asset Management Group professionals are dedicated to develop customized and optimal investment strategies for both individuals and institutions, by focusing on each client’s profile, financial goals, and risk tolerance through offering:
Discretionary Portfolio Management, Corporate Finance, Advisory services and innovative investment products covering a wide range of asset classes. Our philosophy is to establish long-term partnerships with both individual and institutional investors based on professionalism and integrity, resulting in superior returns to the parties involved. We are highly committed to serve the clients’ various needs based on honesty, transparency and trust.

Our goal is to continuously add value for clients through rigorous bottom-up and top-down fundamental analysis, seeking an absolute-return driven strategy by investing in the capital markets of the Middle East and North Africa (MENA). We also provide our clients access to the world of fixed income products, with the coverage starting from the basics of plain vanilla bonds and Sukuks, to reach a variety of structured products and notes across the globe. Furthermore, we maintain an extensive experience in managing money market portfolios, being one of the pioneers in Jordan in providing such a service. The team, through well established relationships with counter-parties across the MENA region in general and Jordan in particular, is able to provide access to lucrative money market investment opportunities.

 

 

Investment Philosophy
Our investment strategy is based on performing rigorous due diligence on a universe covering a spectrum of sectors within economies with above-average growth prospects. The strategy is built upon a disciplined, yet flexible, long term approach to investing, which allows us to filter short term news, noise and emotions and determine the best course of action. Through maintaining an extensive coverage list and continuously researching and implementing the best evaluation models, the investment managers are able to respond in a timely manner to breaking news and development in the best interest of our clients. Our investment strategy is focused on capturing the most attractive investment opportunities across the region, while adhering to a defined risk management framework, which is a key element in portfolio design, issue selection and portfolio monitoring and attribution.

Discretionary Portfolio Management

The Portfolio Management team caters to the needs of high net worth individuals and institutional investors by managing and monitoring their investment portfolios. The portfolio managers focus on developing optimal asset allocation strategies for our clients as well as preparing and managing investment portfolios while adopting a risk and return optimizing framework. 

 

Our team strongly believes in flexibility and adoptability, which allows us to quickly adapt to the ever changing economic environment and rebalance our portfolios accordingly. This enables us to appropriately take advantage of any market anomalies and hedging opportunities that may arise.

 

The Portfolio Management team at Awraq Investments continuously strive to minimize the risk associated with our Client's desired rate of return as set out in the Investment Policy Guidelines, while at the same time maximize the return associated with the customer's risk tolerance level.

 

In our efforts to offer superior portfolio management services to our clients, we perform research and analysis of the economic situation across the markets under our coverage through a combined top-down and bottom up approach. Correlation analysis and portfolio optimization are tools that are frequently utilized in the risk management and performance attribution of our client’s portfolios.

 

Corporate Finance

The corporate finance consists of experienced and credentialed financial experts that strive to offer the highest quality of services that are tailored for the client’s needs.

Our services includes –but are not limited to – Business Valuation, Buy and Sell Side Advisory, Transaction Support, Feasibility Studies, Business Plans, and Structuring Advisory.

Advisory Services & Innovative Investment Products

In an ever changing economic landscape, investors are regularly facing investment opportunities that require quick decision making, decisively and accurately. As a leader in financial advisory, Awraq Investments offers advisory services to clients through every part of the business life cycle and any type of market condition.

Awraq Investments strongly believe that by employing all of our resources and solid knowledge, we are able to offer our clients optimal financial/investment solutions from around the globe.

 

Research Introduction

The Research Department at Awraq publishes full-fledged research reports on the listed securities in the Jordanian and Regional  stock exchanges. The team strives to provide up-to-date informed insights and recommendations about companies with promising growth prospects over the long term, through utilizing the latest techniques to mold ideas and information into accurate and timely analysis and reports.

Daily Amman Stock Exchange (ASE) Reports

Daily Foreign Markets Reports

E.g., 10/23/2019
E.g., 10/23/2019

Pages