Bank Muscat’s asset management division is pioneer in introducing the concept of mutual funds to Oman. Its clientele include local and international pension funds, sovereign wealth funds, global funds, high net worth individuals, corporations and other entities.

• to maximize returns for any known risk and outperform the benchmark
• use holistic approach to investments, combining fundamental factors like market dynamics, market news, peer group analysis, etc.

1. Stock screening and selection
   • Screen universe of stocks
   • Analyse past results
   • Analyse future opportunities
   • Future projections
   • Valuation – target prices
2. Portfolio construction
   • Investment guidelines
   • Investable pool
   • Macro overlay
   • Market conditions
   • Technical analysis
3. Monitoring and rebalancing
   • Performance reports
   • Attribution for fact finding
   • Risk monitoring
   • Support from portfolio management system

1. Top down macro analysis of factors that influence bonds to get the right type of fixed investment for the prevailing economic climate
2. Bottom up analysis (research of bonds and their issuers) for the creation of security universe of qualifying bonds that meet the safety and return criteria
3. Portfolio construction:
   • Selection of individual securities that meet the portfolio requirements of duration, spreads, sector, country and currency exposure and rating
   • Relative value analysis to choose the best fit for the portfolio
   • Liquidity (bid-ask spread and volumes)
4. Portfolio monitoring:
   • Detailed study if any decline in relative value
   • Strong sell discipline in case value not found
   • Trim/add existing positions

• Segregation of client portfolios
• Best in class IT systems
• Strict compliance to regulatory and accounting guidelines
• Business continuity plan (protection of information and resources in the unfortunate event of a crisis/disaster)
• Online monitoring of all portfolios and funds for compliance with investment restrictions

• Regular portfolio reviews, strategy updates and quick response to client’s queries and complaints
• Monthly factsheets explaining the performance of clients’ investments along with return, risk ratios and attributions
• Information on products on request (via bank muscat's mobile app)

• Product tailored for institutional/ high networth investors based on an evaluation of client’s investment objectives
• Structuring of portfolios according to the client’s profile and risk parameters
• Delivering consistent risk adjusted returns and capital growth to clients
• Ensuring capital preservation through a bottom-up investment philosophy
• Provision of strategies for global, regional and or local portfolio investments, including diversified growth portfolios, trading portfolios, dividend yield portfolios, and concentrated portfolios, among others.​​
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Offers investors an opportunity to diversify their portfolios and enhance return potential through investment in unlisted/ private equity offerings. Investors can benefit from the team’s expertise in;

• Extensive know-how and evaluation of investment amongst select top quartile private equity funds for high net worth and institutional clients
• Deep understanding of private equity strategies to offer segregated and commingled private equity portfolios for our clients
• Structured products that offer investors exposure to the different investment strategies, markets and regions

The private equity asset class has an important role to play in overall asset allocation strategy of investors. Private equity investments have potential to generate above average returns as compared to public equity markets over long term. However, as risks entailed are higher, it is suited for large institutional investors and high net worth investors who understand the risks entailed in such investments.

Bank Muscat provides the entire gamut of investment management including:

• Sourcing of transactions
• Undertaking robust due diligence
• Arranging for financing
• Transaction negotiation
• Transaction execution
• Transaction monitoring and management
• Exit

• Generates sustainable and attractive long term returns through investment in real estate assets within GCC Countries
• Structures investments in real estate assets to generate steady income from rentals and an upside from capital gains upon exit.

• To provide a total return in excess of benchmark Omani bank deposit rates for a five year period by making investments in subordinated securities
• Invests in rated as well as unrated securities in operating companies with the region generally with a stable and predictable cash flow

• To produce regular income and long-term capital appreciation by investing in real estate assets primarily in the GCC countries
• To invest in stable income generating properties that are ready and earning high rental yield

The fund was launched in 2007 to participate in the early stage of development in integrated tourism projects in Oman. ​​