Fund Prices 10-10-2024
Investment advisory
Independent insight
Jadwa’s investment advisory practice provides independent and objective advice to institutional investors, non-profit endowments, and family offices on how to best invest their capital.
This includes advising clients on developing a strategic asset allocation plan that meets their unique requirements, and then on implementing such plan through best-in-class, third-party investment managers.
Jadwa offers both non-discretionary and discretionary advisory services, including specialized funds tailor-made for institutional investors.
Non-discretionary services
Our experienced investment team offers end-to-end, non-discretionary advisory services to a wide range of institutional clients that spans both investment planning and implementation.
We follow a clear and time-tested methodology to achieve the best investment results for our clients.
First, we develop a comprehensive understanding of the client’s particular risk, return, and liquidity requirements, including detailed cashflow forecasting.
Next, we conduct asset allocation simulations to construct an optimized asset allocation plan and investment strategy that meets the client’s specific preferences. The investment strategy is developed in active partnership with our client, and would span the full spectrum of local and international asset classes.
Finally, we guide our client through the actual implementation of the investment strategy. This includes advising clients on their operational set-up, third-party manager due diligence and selection, regular monitoring and reporting, periodic tactical and strategic reviews, and internal training and capability development. In doing so, we become an integrated part of our client’s investment team.
Discretionary services
Jadwa’s Shariah-compliant fiduciary platform offers clients strategic asset allocation advice along with the capability to implement through immediate and efficient access to leading fund managers across a broad range of global markets and asset classes.
Specialized funds
Jadwa’s specialized funds enable institutional clients to construct and efficiently implement their own, tailor-made funds that meet their unique risk, return, and liquidity preferences and investment allocation strategies across a wide range of asset classes.
Value proposition
EXPERTISE
Our dedicated advisory team is complemented with a highly specialized network of global sub-advisors.
SCALE
Aggregating client assets offers our clients cost-effective access to best-in-class managers globally.
REACH
70% of the firm’s assets under advisement are invested globally, from Tokyo to Mexico City.
INDEPENDENCE
As a policy, we do not recommend in-house products, and serve advisory clients independently from investment management team.
PRESENCE
Our presence in Saudi Arabia enables us to offer clients relevant local insight and on-the-ground execusion support.
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Contact our team
For more information or to arrange an initials consultations, please email us clients@jadwa.com