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P.O.Box:5254, King Fahad Rd.
eMail : info@sig.world

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ADVISORY SERVICES

Advisory Services  / Overview

Saudi Investment Group (SIG) provides management consulting services to investment trusts. SIG has served as independent fiduciary to investment trusts, providing creative investment solutions, tailored to fit the unique circumstances of each client. Our  Investment Management Consulting Services include all work related to the long-term planning and positioning of client portfolios:

  • BUSINESS PLAN & FEASIBILITY STUDIES  
  • VALUATION & SENSITIVITY ANALYSIS (for investment in Projects and/or Companies)
  • INVESTMENT POLICY DESIGN & ASSET ALLOCATION
  • LIABILITY & LIQUIDITY STUDIES
  • M&A ADVISORY (Market Research, Negotiations & Final Closing of Transaction)
  • DD MANAGEMENT
  • FUND RAISING (Equity & Debt) &  INVESTORS  CO-ORDINATION
  • FUND REPORTING & REVIEW
  • ESTABLISHMENT OF LLP –  PE FUNDS  & TRUST RELATED STRUCTURES
  • HR RECRUITING (Evaluation, Selection & Monitoring)

Consulting Philosophy

SIG  takes an active role in the funds we serve. We provide more than just “arms length” advice. To protect the funds and the board members, who otherwise shoulder all of the responsibility, SIG  embraces fiduciary responsibility in our role as investment consultant. We believe in a proactive approach which includes bringing our best ideas to our clients. We believe our role as investment consultant is two-fold: to assist clients in setting their objectives, and to assist clients in achieving those objectives. We provide continuing education on investment topics with the philosophy that informed clients are more likely to make prudent investment decisions.

Our investment philosophy involves the following:

  • Primary focus on strategic advice (i.e., a long-term approach to investing)
  • Asset allocation will be the largest determinant of a Fund’s performance
  • Diversify very broadly to protect against a wide variety of risks
  • Avoid unnecessary risks
  • Invest in primarily generative assets
  • Be skeptical regarding new investment strategies or fads
  • Create efficient, cost effective portfolios
  • Focus active management on less efficient asset classes and passive management on more efficient asset classes
  • Use best-in-class managers
  • Minimize fees and other expenses

ECONOMIC CALENDER

  • FXCM, Forex Capital Markets
  • DailyFX: Forex Market News & Analysis
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