Key Strengths & Competitive Advantage

Experienced Fund Manager with Proven Track Record
  • One of the largest Asset Management companies in the ASEAN region enabling us to get better pricing and size
  • On the ground knowledge. Regionally integrated team of 53 investment professionals in Kuala Lumpur, Bangkok, Singapore and Jakarta
  • Serving institutional and retail investors since 1995, our institutional clients are mainly central banks, pension funds, insurance companies & third party asset managers
Strong Regional Team of Investment Managers and Analysts Our team owns 14 members who obtain the license of WMI (Wakil Manajer Investasi) -authorized investment management representatives as given by Otoritas Jasa Keuangan (OJK -Financial Services Authority). We adopt a focused stock selection process overlaid with a disciplined investment philosophy:
  • Alpha Generation: A top-down approach coupled with bottom-up stock selection, as the most reliable and repeatable source of outperformance.
  • Research Integration: Our on-the-ground presence, integrated quantitative and qualitative research is the key to superior stock selection.
    • On-ground regional presence provides insight
    • Regional market research platform provides breadth
    • Systematic fundamental research process provides discipline
  • Alpha Preservation: We believe disciplined portfolio construction combined with a systematic in-depth review process is the key to consistent performance over time.
Strong Regional Team of Investment Managers and Analysts Ability to leverage on both CIMB Group and Principal Financial Group (talent, network, research, risk management, credit, price intelligence and allocation). 

Comprehensive system infrastructure:
  • Investment: Charles River
  • Fund Accounting & Operations: PAM, Cognos 
  • Accounting: Biztrak