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 to individual, institutional, and corporate clients. Every portfolio is built around that client's mandate, risk profile, and financial objectives. It is not a model portfolio with their name on it.
Discretionary Portfolio Management
Under a discretionary mandate, SIBK manages the portfolio within agreed parameters. Construction, rebalancing, and execution happen without approval needed for each transaction. The result is faster execution and continuous 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, we research and recommend. You approve every transaction before it is executed. This suits clients who want to stay close to their own 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
For institutional clients, including insurance companies, we design portfolio strategies around liability matching, liquidity, and return objectives. These are the constraints that actually drive institutional decision-making.
- 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. Licensed by the CMA to provide contractual portfolio management in Kenya.
- Mandate design starts with you. Objectives, risk appetite, time horizon, and liquidity needs are defined before any allocation decisions are made.
- Sharia compliant capability. Every mandate is screened and structured to Sharia principles from inception, not retrofitted.
- Full reporting. Regular statements with 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.