• 2.3.5 Investment management – investment selection


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    Description of role

    Responsible for the selection of investments and portfolio strategy suitable to client objectives     

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    Core skills

    • Ability to analyse information and factors to form the basis of appropriate investment selection
    • Ability to identify securities and / or debt instruments that fit the portfolio strategy
    • Ability to assess the types of investments suitable for a particular portfolio strategy e.g. direct holdings, indirect holdings and combinations and role of derivatives
    • Ability to filter investments based on Sharia compliance criteria
    • Ability to analyse Sharia compliant vs. prohibited activities of companies

         

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    Qualification and/ or certification

    • QFSQF Level 3
    • QFMA CISI (mandatory)
      • International Introduction to Securities and Investment
      • QFMA Rules and Regulation
      • International Introduction Award
      • International Certification in Investment Management
    • Relevant certification
    • Relevant experience

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    Industry knowledge

    • Knowledge of basic features and characteristics of Sharia compliant asset management products and investment concepts suitable for asset management clients

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    Regulatory compliance of role

    • Knowledge of QFMA and other relevant laws and regulations governing asset management activities of regulated financial institutions