Our Investment Strategy

CSE Investments with Sharia Compliance

Understanding the Colombo Stock Exchange

Market Overview

The Colombo Stock Exchange (CSE) is Sri Lanka's principal stock exchange, established in 1985. It serves as the primary marketplace for equity securities in Sri Lanka.

  • 250+ Listed Companies across diverse sectors
  • ASPI Index - All Share Price Index
  • S&P SL20 Index - Top 20 companies
  • Regulated Market by SEC Sri Lanka
Key Sectors

Manufacturing

Banking

Retail

Tourism

Why Investera Invests in CSE

Growth Potential

Sri Lanka's emerging market offers significant growth opportunities with undervalued companies and expanding sectors.

Dividend Income

Many CSE-listed companies offer attractive dividend yields, providing steady income streams for investors.

Diversification

CSE provides access to diverse sectors and companies, enabling effective portfolio diversification strategies.

Risk Management & Sharia Compliance

Risk Management
  • Comprehensive due diligence
  • Portfolio diversification
  • Regular monitoring & review
  • Stop-loss strategies
  • Market analysis & research
Sharia Compliance
  • Halal business screening
  • Interest-free investments
  • Ethical business practices
  • Asset-backed securities
  • Regular compliance audits

Our Investment Process

1. Research & Analysis

Comprehensive analysis of CSE-listed companies, including financial performance, market position, and growth prospects.

2. Sharia Screening

Thorough screening to ensure all potential investments comply with Islamic finance principles and ethical standards.

3. Risk Assessment

Detailed risk analysis including market risk, credit risk, and liquidity risk to protect investor capital.

4. Portfolio Construction

Strategic portfolio construction with appropriate diversification across sectors and market capitalizations.

5. Monitoring & Review

Continuous monitoring of investments with regular reviews and adjustments based on market conditions.

Performance Focus

Outperformance

Target to outperform CSE ASPI index by 3-5% annually

Risk Control

Maintain portfolio volatility below market average

Dividend Yield

Target 4-6% annual dividend yield from portfolio

Compliance

100% Sharia-compliant investment portfolio