Alkhabeer Capital
Climate Impact & Sustainability Data (2018, 2019, 2021)
Reporting Period: 2018
Environmental Metrics
ESG Focus Areas
- Corporate Social Responsibility
Environmental Achievements
- Embarked on an energy and resources saving initiative to reduce electricity consumption by 5%, plastic bottles by 25%, and paper by 10% by the end of 2019. Aiming to increase the use of recycled paper for internal use to 25% by the end of 2019.
Social Achievements
- Six students enrolled in the summer internship program.
- Alkhabeer Capital was named Best Private Equity Company in Saudi Arabia for a second consecutive year. Alkhabeer was also named Best Asset Manager in Saudi Arabia.
Governance Achievements
- The Board of Directors held five regular meetings during 2018. The percentage of independent directors equates to 44% of the total composition of the Board.
- No penalties, fines, precautionary measures or preemptive restrictions were imposed on Alkhabeer by CMA or any other supervisory, regulatory or judicial body during 2018.
Climate Goals & Targets
Short-term Goals:
- Reduce electricity consumption by 5%, plastic bottles by 25%, and paper by 10% by the end of 2019. Increase the use of recycled paper for internal use to 25% by the end of 2019.
Environmental Challenges
- Volatility in most of 2018 due to trade wars, China growth uncertainties, unstable European politics and interest rate hikes in the US.
- Underperformance in the real estate sector despite efforts to boost residential activity.
- Challenges facing the asset management industry.
- High unemployment rate among Saudi nationals (12.9% in Q1 2018).
Mitigation Strategies
- Modified strategy with sharper focus on real estate and private equity.
- Launched Alkhabeer REIT Fund.
- Expanded investments in the education sector by acquiring three educational companies.
- Government initiatives to encourage private sector to hire locals, including localization of jobs in the telecom sector.
Supply Chain Management
Climate-Related Risks & Opportunities
Awards & Recognition
- Great Place to Work® – Among Best Workplaces in Saudi Arabia
- Banker Middle East – Best Private Equity Firm in Saudi Arabia
- Islamic Business & Finance – Best Asset Manager in Saudi Arabia
Reporting Period: 2019
Environmental Metrics
ESG Focus Areas
- Shari'ah compliance
- Corporate Governance
- Risk Management
- Employee Well-being
Social Achievements
- Ranked sixth under the Best Small and Medium Workplaces in Asia and the only Saudi company in the list
- Great Place to Work® – Among Best Workplaces in Saudi Arabia
- 'Best Employers' in the Middle East
Governance Achievements
- Corporate Governance Framework developed in accordance with the Corporate Governance Regulations set by the Capital Market Authority (CMA)
- Established Boards & Committees Governance Division to ensure proper governance and effective control of Alkhabeer’s Boards and Committees
Climate Goals & Targets
Supply Chain Management
Climate-Related Risks & Opportunities
Awards & Recognition
- Banker Middle East – Best Private Equity Firm in Saudi Arabia
- Islamic Business & Finance – Best Asset Manager in Saudi Arabia
- Best GCC Equity Fund for “Alkhabeer GCC Equity Fund”
- Best Islamic Fund by Banker Middle East for “Alkhabeer Liquidity Fund - Hasseen”
- GCC Equity Fund of the Year for “Alkhabeer GCC Equity Fund”
Reporting Period: 2021
Environmental Metrics
ESG Focus Areas
- Environment
- Social
- Governance
Environmental Achievements
- Planted 1,000 trees in line with the Saudi Green Initiative.
Social Achievements
- Launched Alkhabeer Internship Program.
- Received six awards from Great Place to Work Institute, including awards for Best Work Environment for Women and Best Work Environment for Millennials.
Governance Achievements
- Developed a code of business conduct.
- Established Board Committees (Investment, Audit, Nomination & Remuneration, Risk, and Compliance).
Climate Goals & Targets
Long-term Goals:
- Achieve distinguished investment management performance by providing investment products aligned with client interests.
Medium-term Goals:
- Continue to acquire promising opportunities in attractive sectors for listing on the primary and parallel market in Saudi Arabia.
- Continue to develop innovative investment products and expand the launch of closed exchange traded funds.
Short-term Goals:
- Launch brokerage services in the second half of 2022.
Environmental Challenges
- COVID-19 pandemic and its impact on global economies.
- Geopolitical risks affecting market volatility.
- Potential credit risk from counterparties.
Mitigation Strategies
- Implemented a strategic transformation plan.
- Adopted a credit strategy for monitoring and controlling counterparty risk.
- Maintained a strong capital base and complied with CMA capital requirements.
- Implemented robust risk management processes (credit, market, liquidity, and operational risks).
Supply Chain Management
Climate-Related Risks & Opportunities
Awards & Recognition
- Alkhabeer Capital’s CEO selected among Forbes Middle East’s “30 Biggest Asset Managers 2021”.
- “Best New Income Traded Fund” Saudi Arabia and “Best Islamic REIT – Real Estate Investment Trust” in Saudi Arabia in 2021 from Global Economics.
- “Best Islamic Investment Management Company” in Saudi Arabia in 2021 from World Economic Magazine Inc.
- Six awards from Great Place to Work Institute.