CAIRO: Investment bank CI Capital launched Tuesday a new individual portfolio management service called Made to Measure (MTM).
During a workshop at the Euromoney Egypt Conference, officials from CI Capital Asset Management introduced the features of this new product and the types of portfolios it handles.
To become an MTM user, investors need a minimum portfolio of LE 5 million.
Sameh Khalil, managing director of CI Asset Management advised asset managers to “understand the nature of clients, the risk appetite they can bear, their liquidity needs and the investment horizon that will lead in the end to proper investment.
The asset manager then decides whether to invest and select the appropriate stocks and choose the correct assets to allocate their client’s investment sum.
Asset managers not only take the decision, they execute, follow up and keep the client updated on the overall strategy, highlighting the risks and opportunities, he said.