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SAUDI DATA PROTECTION LAW by our CEO Ahmed Bishri #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy https://lnkd.in/epqRdHbs

🌟 Seamless Entry into Saudi Arabia's Market 🌟 Looking to establish your footprint in Saudi Arabia? ValueExperts is your trusted partner for obtaining a MISA License with speed and precision. 🛠️ How We Help: Streamlined licensing process. Compliance expertise to meet all Saudi requirements. Take the first step toward your Saudi success story. 📩 info@valueexperts.sa #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy

Key Considerations for Portfolio Management According to the Saudi CMA Requirements By Ahmed Bishri, CEO of Value Experts In the landscape of discretionary portfolio management under the Saudi CMA’s “Managing” license, diversification is not just a best practice—it is essential for mitigating risk and enhancing returns. Crafting a well-diversified portfolio involves strategic allocation across asset classes, geographies, and sectors, aligning with the investor’s objectives and risk appetite. Core Elements of Portfolio Diversification 1. Asset Allocation – Balancing equities, fixed income, real estate, and alternative investments to reduce exposure to single-market volatility. 2. Geographic Diversification – Allocating across different markets to hedge against regional economic fluctuations. 3. Sectoral Diversification – Spreading investments across industries to avoid concentration risk. 4. Liquidity Management – Ensuring the portfolio maintains a blend of liquid and illiquid assets to meet cash flow requirements. 5. Time Horizon Alignment – Structuring the portfolio based on short, medium, and long-term goals. Key Questions to Ask Investors: • Risk Tolerance: What is the maximum drawdown you are willing to endure over a specific period? • Return Expectations: What are your target returns over a 3, 5, or 10-year horizon? • Liquidity Needs: How much liquidity is required in the short and long term? • Investment Horizon: Are you seeking growth, income, or capital preservation? • Regulatory Constraints: Are there any compliance considerations or Shariah mandates to adhere to? • Unique Preferences: Do you have specific ESG (Environmental, Social, and Governance) mandates or ethical investment preferences? Technical Factors in Asset Class Selection: 1. Correlation Analysis – Selecting assets with low or negative correlation to minimize systemic risk. 2. Volatility Metrics – Analyzing the standard deviation and beta of potential assets to gauge market sensitivity. 3. Yield Curves – Evaluating fixed income instruments by interpreting yield spreads and rate trajectories. 4. Valuation Multiples – Applying metrics such as P/E, P/B, and EV/EBITDA to identify undervalued securities. 5. Macroeconomic Indicators – Factoring in inflation rates, GDP growth, and monetary policies to assess market direction. 6. Diversification Efficiency – Calculating the Sharpe Ratio to measure risk-adjusted returns across asset combinations. 7. Credit Ratings & Default Risks – For fixed income, ensuring bonds meet minimum credit standards to mitigate default If you would like to know more about discretionary portfolio management, the “Managing” license requirements, or the qualifications needed for proposed registered persons (PRPs) to perform managing activities under the Saudi CMA, feel free to get in touch. #PortfolioManagement #AssetAllocation #CMA #Diversification #WealthManagement #إدارة_المحافظ #توزيع_الأصول #هيئة_السوق_المالية #إدارة_الثروات

🚀 Turn Ambition into Action in Saudi Arabia 🚀 Saudi Arabia is more than a market; it’s an opportunity to lead. With ValueExperts, your journey begins with obtaining a MISA License smoothly and professionally. 🌟 What We Ensure: Timely approvals with zero stress. Industry-specific strategies for your growth. 📩 Let’s start building your future: info@valueexperts.sa  #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy

Written by our CEO Ahmed Bishri #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy https://lnkd.in/ejXtJ6kp

Written by our CEO Ahmed Bishri 🔐 Cybersecurity Licensing in Saudi Arabia #Cybersecurity #SaudiArabia #DigitalTransformation #CyberRegulations #NCA #SaudiVision2030 #TechInnovation #DataProtection #DigitalSecurity #Compliance #ITSecurity #BusinessGrowth #TechLeadership https://lnkd.in/eXUbVkBZ

Written by our CEO, Mr. Ahmed Bishri. #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy https://lnkd.in/ePk9F6-4

🚀 Turn Ambition into Action in Saudi Arabia 🚀 Saudi Arabia is more than a market; it’s an opportunity to lead. With ValueExperts, your journey begins with obtaining a MISA License smoothly and professionally. 🌟 What We Ensure: Timely approvals with zero stress. Industry-specific strategies for your growth. 📩 Let’s start building your future: info@valueexperts.sa  #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy

Written by Mr. Bishri, CEO of ValueExperts.  #ValueExperts #MISA #SaudiArabia34 #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy https://lnkd.in/eXpEa-HN

🌟 Unlock Saudi Arabia's Investment Potential with ValueExperts! 🌟 Navigating the complexities of Saudi Arabia's investment landscape can be challenging. At ValueExperts, we specialize in securing MISA Investment Licenses, ensuring a seamless entry into the Kingdom's thriving market. Why Choose ValueExperts? Expert Guidance: Our team provides comprehensive support throughout the licensing process, ensuring compliance with all regulatory requirements. Tailored Solutions: We offer customized strategies to align with your business objectives and the unique aspects of the Saudi market. Local Insights: Benefit from our in-depth understanding of Saudi Arabia's investment environment and opportunities. Embark on your Saudi investment journey with confidence. 📩 Contact us today at info@valueexperts.sa. #ValueExperts #MISA #SaudiInvestment #BusinessExpansion #InvestInSaudi #LicensingServices #SaudiOpportunities #GlobalBusiness #KSAGrowth #BusinessSetup #SaudiVision2030 #InvestmentMadeEasy