BearBull PB Investment Strategies KSA
- The first to offer a family of Private Banking strategies customized to suit Saudi-based
investors in their local currency (SAR). - Tradition of Transparency
- Aimed at Private Banking Clients
investors in their local currency (SAR).
BearBull Private Banking Investment Strategies KSA
Private Banking Investment Strategies KSA
March 2024
A family of benchmark strategies adapted to your management profile and your reference currency
Aimed at private investors based in Saudi, this family of reference strategies gives you free access to a detailed performance chart every month, displaying performances from 2016 objectively and transparently. It first shows eight asset classes that may form part of the portfolios managed by your trustees, then a family of three diversified benchmark indices, with their allocations in these eight asset classes reflecting the three different risk and return levels (low, medium, dynamic).
BearBull Private Banking Investment strategies include eight asset classes globally and translate into a family of three diversified benchmark indices, within which allocations to the eight asset classes reflect the three different risk and return levels (low, medium, dynamic).
Asset Classes
- Saudi Sukuk
- International bonds
- Saudi equities
- International equities
- International real estate
- Commodities
- Saudi Real Estate
- Private Equity
Reference currency and risk profiles
For increased transparency and user-friendly performance measurement tools, we have created 9 indices categorized by risk profile – low, medium and dynamic – and by client reference currency, AED, EUR, and USD.
The three benchmark indices in each reference currency (AED, USD, EUR) use a similar set up to that used by most Swiss and international banking institutions and are set out as follows
- BearBull Private Banking Investment Strategy “Low-Risk”
- BearBull Private Banking Investment Strategy “Medium Risk”
- BearBull Private Banking Investment Strategy “Dynamic Risk”
Index compositions
The asset classes in our BearBull Group index family can be broken down into two main sectors:
- Five Traditional Assets Classes
- Three Alternative Assets Classes
Traditional asset classes are those commonly found in diversified benchmark indices. They include equities, bonds and real estate in AED or foreign currencies. They are the basic investments generally selected to build diversified portfolios, both in terms of asset classes, geographies, economic sectors and currencies. Often, they are the most liquid assets, the most transparent, and those that are best understood by investors.
Alternative assets refer to investment types that are not generally considered among the primary sources of investment but rather as opportunities to diversify beyond the basic investments. Often they do not correlate with traditional investments and should achieve higher performance levels in the long run, although they are often riskier. The non-traditional assets included in our indices are commodities, hedge funds, and private equity.