MBSL expands investment management services

Merchant Bank of Sri Lanka (MBSL) investment management service is designed to provide investors a diversified range of securities listed on the CSE and on fixed income securities such as Treasury Bills and Bonds, a media release stated. The MBSL Investment Management process is designed to identify individual needs, and present a portfolio that is appropriate and adaptable to any future changes in circumstances. "As there are more investment opportunities available now we have introduced a range of solutions to provide active ongoing financial management to achieve results," it stated.

"MBSL Investment Management offers a professional fund management service to investors achieved by: A precise and simple risk analysis assessment process, actively managed investment portfolios that are subject to constant review and due diligence checks, Optional access to Alternative Investment funds, Regular investor risk profile assessment and protecting the investor and The Manager through detailed reporting when required by the investor.

As clients' need change, so will their investment profile; between that of a higher risk, more aggressive strategy and a low risk, defensive (less volatile) strategy. Realigning the investment strategy is straightforward - all that required is a consultation and the completion of a risk profile assessment form, which is then processed by MBSL," it stated.

"The correct investment strategy will always be maintained by regular reviews of the clients' needs and objectives. The first consideration is the investment time horizon, which is pivotal to deciding on the degree of risk that can be taken.

Here risk is measured as the extent to which a paper (or an actual) loss of value can be tolerated over a given period, and the level of gains the investor ideally wishes to achieve over the life of the investment," stated the media release.