What Is an Institutional Investor?
Institutional investors are organizations or entities that manage public funds or corporate funds and then invest in specific assets or mutual funds in an effort to achieve their targeted return on investment and liability duration. Institutional investors are generally subject to stricter regulations according to their respective fields of operation.
There are seven (7) categories of institutional investors: corporations, mutual funds, securities companies, insurance companies, pension funds, financial institutions and foundations.
Client Relations & Services
With a diversified institutional clientele base covering pension houses, financial & educational institutions, foundations and endowments, insurance providers, governments, corporations and other third party asset managers globally, our Institutional Client Relations & Services team provides:
- Dedicated client servicing at institutional level
- Assigned Client Relations Manager to handle your account
- Periodical performance review together with the Portfolio Manager
- Efficient and prompt reporting of your investment portfolio prepared by a dedicated Institutional Operations team on:
- Portfolio Valuation Report
- Income Statement
- Trade Confirmation
For our institutional client’s needs & satisfaction, we have upgraded our reporting system and invested in pioneering technology to ensure our client servicing & reporting is top notch at regional standards.
Discretionary fund / fund administration agreement or mandate is a type of Securities portfolio management that is designed to suit the needs of certain investors. This was made based on a bilateral and individual agreement, with accordance to OJK regulation.
We currently manage over 90 unit trust funds / mutual funds regionally and over 100 corporate and institutional accounts. Our capabilities encompass both actively and passively managed portfolios.
We are a fundamental based house with a regionally integrated fixed income team of 17 investment professionals of Portfolio Managers and Credit Analysts in Kuala Lumpur, Singapore, Jakarta & Bangkok.
With years of credit experience and a proven track record, we combine our market insights, investment ideas and rigorous methodology to deliver consistent fixed income performance to our valued clients. Our stringent credit selection is not only based on standard ratings but we ensure that we exercise further credit refinement, internally.
Geographically, our fixed income breadth & depth covers:
- Asia-Pacific ex-Japan
- ASEAN
- Single Country: Malaysia, Indonesia, Singapore & Thailand
- ASEAN Sukuk, Asian Sukuk & Global Sukuk
Our investment management capabilities to manage your mandates based on our fixed income approach and methodology include:
- Conventional / Shariah-compliant / Ethical
- Income Repatriation according to client’s requirements
- Other considerations depending on nature of client’s business and goals
MUTUAL FUND CONTAINS RISK. A PROSPECTIVE INVESTOR MUST READ AND UNDERSTAND THE PROSPECTUS PRIOR TO INVEST IN MUTUAL FUND. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE.
PT Principal Asset Management is registered and monitored by Otoritas Jasa Keuangan (OJK)
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