Tabarak provides a stand-alone Portfolio Review service for the purpose of arranging credit. It aims to help clients establish
Accurate portfolio performance figures compared to chosen benchmarks
An objective assessment of the investment managers
Measurement of portfolio risk against chosen risk parameters
Recommendations for future action
As part of this process, Tabarak Management will
Provide a straightforward written report
Check the accuracy of the investment manager’s portfolio reports and performance calculations
Provide a historical performance report, if information is available
Comment on individual holdings where appropriate
Examine the volatility of the portfolio and its risk-adjusted return
Where appropriate, recommend a different portfolio strategy a review of fees charged or even a change of investment managers
This is to ensure the products that we choose to structure and make Shariáh compliant are of the highest caliber, in respect of performance track record, regulation, management and future returns
This service extends to providing a guide on likely costs involved in launching a Shariáh compliant product, including the cost of structuring, procuring a Fatwa and placing an appropriate Shariáh Board on the product.
