➢INVESTMENT MGT. & RESEARCH
Enhance your financial strategies with ongoing engagements in investment management, research, financial advisory, and portfolio management. Stay informed with daily news analysis, market summaries, fund fact sheets, and income deliverables. Explore the February 2020 outlook for portfolio management and financial advisory, including equity valuations, macroeconomic forecasts, and product development initiatives. Engage with capital market stakeholders for new product development and liquidity management instruments.
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Presentation Transcript
Financial Advisory Statistics Ongoing Engagements 3 (FGN, NMRC, FMBN) New Applications Nil Proposals 1 (Corporate) Application Declined Nil Ongoing Engagements - Update FGN Engaging relevant parties on the Pre-Offer Phase NMRC Engaging relevant parties on Sukuk structure FMBN Engaging relevant parties on Sukuk structure
Research & Portfolio Management Activities Status Daily News Analysis Done Weekly Market Summary & Brief Done Weekly ETF Fund Fact Sheets Done Inflation Forecast Forecast: 12.01% Actual: 11.98% Done ABI Disbursements & Liquidity Management Done IFN Article What does 2020 hold? Done IFN Article Ongoing Conduct equity valuation for Q4 19 corporate earnings Ongoing LHE ETF Rebalancing Ongoing FIF Dividend Q4 19 Done Q4 2019 Fact Sheets Halal, FIF and ETF Done Prepare Board, Trustees, Fund Managers, SEC, PC FY 19 reports Done Conclude custody account opening process for dollar products Ongoing Create a test run process for mutual funds trading Ongoing
Income Deliverables 97.78 Month s Target 98 Month s Target Deliverable Achieved Achieved 97 96 Funds Income Target 95 1. 94.11mn 97.78mn 94.11 94 93 92 Funds Income Target February Target 1. Funds Income 101.45million
February 2020 Outlook Portfolio Management Conduct equity valuation for Q4 19 corporate earnings Conclude custody account opening process for dollar products Conclude test run process for mutual funds trading Review asset weightings of our mutual funds and Private Client portfolios to reduce risk exposure, improve performance and improve liquidity management Research & Product Development Update macroeconomic forecasts Prepare Islamic Finance News Articles Partner with third parties on mutual funds listing and dollar Sukuk trading Prepare brochures for Private Wealth Services for HNIs Engage capital market stakeholders on new product development (liquidity management instruments etc.)
February 2020 Outlook Financial Advisory Follow up on sukuk and commercial paper proposals Continue engagement process with FMBN and NMRC on proposed Sukuk structure Start engagement process for a corporate regarding proposed Sukuk structure
