KIA > English > Marketable Securities > Portfolio Monitoring

 

The portfolios managed by EFMs are monitored on a regular basis to ensure that KIA's Investment Objectives and Guidelines are strictly observed. In addition, the Department monitors the performance and risk parameters on a regular basis to make sure that the EFM’s are on the right track. In this regard, the following measures are taken:

     
  1. Preparation of Control Reports.
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  3. Comparative Analysis of Existing EFMs.
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  5. Warning Letters to Underperforming EFMs.
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  7. Regular Portfolio Review Meetings with EFMs to review Performance, Economic Outlook and Macroeconomic Developments.
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  9. Portfolio repositioning where funds are withdrawn from underperformers and shifted to other portfolios through a transition manager.
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