Codexa Services: Product Development

We serve asset managers by preparing fund strategies for distribution to Islamic-markets. We serve wealth managers by populating their product platforms with custom-designed, market-responsive investment vehicles, funds, and other structures. In both situations, we aim to provide a high degree of confidence that product launches will meet with success among Islamic investors.

Our product-development process involves more than 40 “deliverables”—action steps and documents. The diagram below provides a summary of activity areas, divided into three concurrent channels of activity:

1. Fund structuring.

2. Portfolio construction.

3. Marketing and sales preparation.