Through a proactive approach coupled with innovative ideas and extensive research, our Asset Management department is committed to serve as a link between investors and investment opportunities in the local and regional markets.

The Asset Management team at Capital Investments provides the following products and services:

Portfolio Management

The Asset Management department delivers tailor made investment portfolios to its retail and institutional clients according to their risk-return profiles, objectives and constraints. The department invests in different asset classes based on a prudent security selection process that is aimed at achieving favorable results compared to relative benchmarks. Our Investment strategy entails a disciplined investment process with continued monitoring and rebalancing to effectively achieve our targets.

Investment Funds

Our Asset Management team is currently managing the Horizon fund; one of the first MENA funds in Jordan, which aims to achieve a long term capital appreciation while minimizing the risk across a range of well balanced asset classes. The team’s technical expertise enables it to manage funds with different investment strategies to serve the needs of clients.

Structured products

The Asset Management team structures different types of capital guaranteed notes and creates structured products operating under several strategies such as Shariah-compliant capital protected notes.