Contractual Portfolio Management Services
CMA licensed discretionary and non discretionary investment portfolio management.
SIBK is licensed by the Capital Markets Authority of Kenya to provide contractual portfolio management services to individual, institutional, and corporate clients. We manage investment portfolios in accordance with each client's specific investment mandate, risk profile, and financial objectives, delivering disciplined, transparent portfolio management.
Discretionary Portfolio Management
Under a discretionary mandate, SIBK assumes full investment management authority to construct, rebalance, and manage your portfolio within agreed parameters, without requiring client approval for each individual transaction. Clients benefit from timely execution and professional portfolio oversight.
- Bespoke investment policy mandate definition
- Portfolio construction across equities, fixed income, money market, and alternative assets
- Active portfolio monitoring and rebalancing
- Regular performance reporting and attribution analysis
- Risk management and compliance with mandate constraints
- Sharia compliant portfolio management
Non Discretionary Portfolio Management
Under a non discretionary mandate, SIBK provides investment recommendations and portfolio management advice, with all investment decisions subject to client approval prior to execution. This structure suits clients who wish to maintain active involvement in their investment decisions.
- Investment research and recommendations tailored to client mandate
- Portfolio review and advisory on proposed transactions
- Performance monitoring and reporting
- Market updates and investment commentary
- Client retains final approval on all transactions
Institutional & Corporate Portfolio Management
We offer bespoke portfolio management solutions for institutional clients, including insurance companies, with investment strategies designed to meet liability matching, liquidity, and return objectives.
- Asset liability management and investment strategy design
- Treasury and liquidity portfolio management
- Fixed income and money market portfolio management
- Compliance with applicable regulatory investment guidelines
- Sharia compliant investment mandates
- Quarterly board level investment reporting
Asset Classes & Investment Universe
SIBK's portfolio management mandates can encompass the following asset classes, subject to client mandate and applicable regulatory guidelines.
Fixed Income
Government securities (Treasury Bills and Bonds), corporate bonds, and listed debt instruments.
Money Market
Call deposits, commercial paper, and short term instruments.
Collective Investment Schemes
Unit trusts and approved CIS funds.
Alternative & Private Assets
Subject to mandate and regulatory approval.
Sharia Compliant Instruments
Sukuk, Murabaha placements, and Sharia screened equities.
Why SIBK for Portfolio Management?
- CMA licensed. SIBK is fully licensed by the CMA to provide contractual portfolio management services in Kenya.
- Client first mandate design. Every mandate is built around the client's specific objectives, risk appetite, time horizon, and liquidity needs.
- Sharia compliant capability. Fully Sharia compliant investment mandates screened and structured in accordance with Islamic finance principles.
- Transparent reporting. Regular, detailed portfolio reports with full performance attribution, holdings disclosure, and compliance monitoring.
Ready to Discuss a Portfolio Mandate?
Tell us about your investment objectives and risk profile, and an adviser will respond within one business day.