Strategic Asset Allocation
Asset allocation is the key to achieving ones investment goals, whereby studies have shown that asset allocation is the single most important factor in determining investment returns. AlShall offers qualified professional advice dependent on individual risk aversion and return expectations, thus providing comprehensive asset allocation solutions across and within global asset classes customized to the goals and specific objectives of each investor.
Strategic Asset Allocation Experience List
By Project Name | Country | Sector | Services Performed
2012
Restructuring of a listed real estate company | Kuwait | Real Estate | Financial restructuring
Strategic and HR planning for a listed investment company | Kuwait | Investment | Financial and organizational restructuring – strategic and human resources planning
Strategic and financial planning for a listed investment company | Kuwait | Investment | Financial and strategic consulting
Restructuring of an investment company | Kuwait | Real Estate – Investment |Restructuring and valuation of an investment company
KSE Stock Performance | Kuwait | Financial Services | KSE, Arab, and international classification of listed companies
Performance assessment of a real estate portfolio | Kuwait | Real Estate | Investment portfolio performance assessment
Valuation of a holding company | Kuwait | Real Estate – Financial Investments | Valuation of a holding company i.e. part of a group for internal restructuring purposes in order to investigate the potential of consolidating its activities with other companies within the same group
2011
Review of the Port fund | Kuwait | Investment | Review of fund performance since inception, and findings presentation to stakeholders
2010
Valuation of an investment company for restructuring purposes | Kuwait | Financial Services | Valuation of an investment company for restructuring purposes
Equity research of seven companies in the petroleum sector | Kuwait | Financial Services | Equity research of seven companies in the petroleum sector
2009
Investment summary for potential investors about a fund investing in port management related businesses, for the purpose of raising capital | Kuwait | Financial Services | Investment summary for potential investors about a fund investing in port management related businesses, for the purpose of raising capital
2007
Preliminary study for setting up an Investment bank | India | Financial Services | Preliminary study of setting up an investment bank in Kuwait
Feasibility study for establishing an investment and leasing company | Kuwait | Financial Services | Feasibility study for establishing an investment and leasing company
Establishment of Kuwait Capital Markets Authority | Kuwait | Government – Financial Services | Consulting services- survey ; law on regulating the securities industry – establishment of a capital markets authority
2003
Strategic planning on investments in Tunisia | Kuwait | Financial Services | Strategic planning on investments in Tunisia