Fund Management

KSBM’s Fund Management provides investment management for institutional and corporate funds with a medium to long-term investment horizon.

Institutions that can benefit from this service include pension funds, insurance companies, credit unions, mutual funds and companies setting up a sinking fund or other types of investment portolios.

KSBM manages the fund to achieve stated investment objectives based on an investment policy statement as agreed with the client. We work with you to create an investment policy statement that is appropriate to your fund’s investment needs and that reflects the underlying investors’ tolerance for risk.

The strategies we recommend and execute combine our knowledge of the financial markets with our experience in managing funds. We understand the importance of working in the best interest of your fund given your responsibility to underlying investors and thus follow best practice in the asset management process.


    With KSBM’s Fund Management you get
  • Global access to the world’s top money managers via our international relationships
  • A proprietary selection process for fund managers that results in superior returns
  • An independent team focused on asset management
  • A professional team with a track record of high performance for pension funds, corporate accounts and credit union portfolio management
  • Custodial Services that ensures safekeeping of assets, best execution of trades as well as accurate and timely reporting

Short Term Investments

Fund Management

Wealth Management

Bond Trading

Global Equity Investing