Discretionary Funds

Specially crafted investment solutions.

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Active Discretionary Funds

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Assets Under Management (IDR)

All figures as of September 2024 for Discretionary Funds only

A PERSONALIZED INVESTMENT SOLUTION


Bespoke portfolio management for investors seeking individualized investment solutions

We provide a diversified blend of investment strategies for investors looking for a personalized investment portfolio based on their financial goals, risk tolerance, and investment horizon. The portfolio for the benefit of investors is based on bilateral and individual fund management agreements, which are prepared under regulations of the Financial Services Authority regulations (OJK). Investors can vary from individuals or legal entities established in Indonesia


Reason to Invest

Tailor Made

Flexible, specific and tailor made portfolio management to meet the needs of one investor

Secure

Safe, due to securities storage managed by the Custodian Bank

Exclusive

Routine portfolio performance explanations to investors in accordance with current market conditions

Transparent

Transparent, access to monitor portfolio contents and portfolio transactions

The process — Fund Mechanism.

1

Agreed a portfolio management contract with Investment Manager

2

Select the Custodian Bank that will administer the securities

3

Agree on a three-party agreement between investors, Investment Manager and Custodian Bank

4

Monitoring portfolio

Why Sinarmas AM

Sinarmas Asset Management has partnered with some of the world’s leading investors since 2001.

Partnership

Forged profound and distinctive partnerships with investors

People

Large investment team with experience across all key investment strategies

Position

Our extensive network and Sinarmas reach enable us to efficiently identify, assess, and execute new investments.

Process

Disciplined investment and operational strategies coupled with proprietary risk management and technology.