BearBull Private Banking Indices

BBGI Private Banking Indices
  • The first Private Banking Indices in the UAE
  • Tradition of Transparency
  • Aimed at Private Banking Clients
  • Three reference currencies: AED, EUR, USD
indices

"The Man on Top of the Mountain Didn't Fall There."
-Vince Lombardi

Tradition and transparency

For over 20 years, BearBull Group partners have been playing an active role in developing performance comparison measures for wealth management and investments.

BearBull Group’s founders have made regular contributions to increasing transparency in private banking and wealth management services, developing tools and indices that have been embraced by the financial community and are now widely recognized and used by both investment professionals and private and institutional clients in Switzerland and abroad.

BBGI Private Banking Indices

In the Middle East, we have decided to pursue our commitment to greater transparency and most importantly to providing performance measurement tools accessible to all.

In fact, our constant quest for client satisfaction and our interactions with our clients in the Middle East have made it clear that there is an increasing and pressing need for comparison tools that would enable our clients and partners to evaluate the performance and the quality of services provided by bankers.

Chart stockmarket

As such, for several years we have been publishing BBGI Private Banking indices aimed at private investors in Switzerland. We have now decided lead the way once again by increasing transparency and developing tools that truly compare performance for private investors by creating the first family of UAE performance comparison indices for diversified asset management.

A family of benchmark indices adapted to your management profile and your reference currency

Aimed at private investors in the Middle East, this family of reference indices gives you free access to a detailed performance chart every month, displaying performances from 1994 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).

BBGI Private Banking Indices includes eight asset classes globally and translates 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

  • UAE bonds
  • International bonds
  • UAE equities
  • International equities
  • International real estate
  • Commodities
  • Hedge funds
  • 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

  • BBGI Group Private Banking Index “Low-Risk”
  • BBGI Group Private Banking Index “Medium Risk”
  • BBGI Group Private Banking Index “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.