CSE Investments with Ethical Standards
Sri Lanka's principal equity marketplace — where Investera builds long-term value.
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.
Sri Lanka's capital market offers compelling long-term opportunities.
Sri Lanka's emerging market offers significant growth opportunities with undervalued companies and expanding sectors.
Many CSE-listed companies offer attractive dividend yields, providing steady income streams for our investors.
CSE provides access to diverse sectors and companies, enabling effective portfolio diversification strategies.
Two pillars that protect and guide every investment we make.
A disciplined five-step process to every investment decision.
Comprehensive analysis of CSE-listed companies, including financial performance, market position, and growth prospects.
Thorough screening to ensure all potential investments comply with our ethical principles and investment standards.
Detailed risk analysis including market risk, credit risk, and liquidity risk to protect investor capital.
Strategic portfolio construction with appropriate diversification across sectors and market capitalizations.
Continuous monitoring of investments with regular reviews and adjustments based on market conditions.
Clear targets that define what success looks like for Investera.
Target to outperform CSE ASPI index by 3–5% annually
Maintain portfolio volatility below the market average
Target 4–6% annual dividend yield from portfolio
100% ethically screened investment portfolio