AIA Indonesia’s Post

𝗦𝗰𝗵𝗿𝗼𝗱𝗲𝗿𝘀 𝘁𝗼 𝘀𝗲𝗹𝗹 𝗜𝗻𝗱𝗼𝗻𝗲𝘀𝗶𝗮𝗻 𝘂𝗻𝗶𝘁 𝘄𝗶𝘁𝗵 𝗨𝗦$𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗮𝘀𝘀𝗲𝘁𝘀. This has been the talk of the town among fund managers, stockbrokers, investment bankers and corporate bankers, as London-based Schroders is reportedly prepping its Indonesian investment management subsidiary for sale. Schroder’s (SDR.L) previous CFO Richard Oldfield, has just been appointed CEO in November, and is expected to clip its underperforming units, in a bid to turnaround its corporate performance after several disappointing earnings reports eventually dragged down its share price to an eleven-year low. Established in 1804 and listed on LSE, Schroders had the largest assets under management, and dominated the industry in Indonesia for many years, but declining AUM, rising operation costs, and increased competition from more nimble local firms with broader marketing network may have lowered profit margins for many companies in Indonesia in recent years. Schroders is believed to have hired UBS as its financial adviser for the sale of Schroders Investment Management Indonesia. Several likely buyers are state-owned bank BNI (BNI.JK), HSBC (HSBA.L), Allianz (ALVG.DE), and several unnamed companies. #schroders #bni #hsbc #allianz #assetmanagement #indonesia #reksadana

The Indonesian asset management industry faces challenges from foreign investor outflows in equities, global economic pressures, and regulatory tightening, while its notoriously high Total Expense Ratios and historically low returns since Covid further dampen its competitiveness.

We are honored to be recognized as the leading investment advisor in Indonesia by MSCI Real Assets. With an impressive 84% market share, our Capital Markets at JLL successfully advised on a remarkable transaction volume of US$311 million. Congratulations to our team who consistently delivers tailor-made investment and advisory solutions that align with our clients' evolving strategies. We are looking forward to a brighter future for Indonesia's investment market. Farazia Basarah Jacintha Tabalujan Herzog #JLLIndonesia #commercialrealestate #investors #cre #capitalmarkets #realestateinvestment

Given the low 5-year performance of the Bursa Malaysia KLCI (0.85% past 5 years, which is quite sad), here are alternatives for potentially higher returns: 1. Global Equities: Diversify outside Malaysia for broader growth. 2. ETFs: Focus on high-growth sectors or performing index for instance ETF that tracks US S&P500 (look for Islamic ETFs, only a handful) 3. REITs: Gain real estate exposure without direct ownership, especially in sectors like logistics or healthcare, or even data centers 4. Fixed Income/Sukuk: Consider high-quality bonds, which offer stable income amid rising rates. 5. Alternative Investments: Look into private equity, commodities, or hedge funds for uncorrelated returns. 6. Managed Portfolios: Seek professional management focused on growth equities or diversified assets for a 7-10% annualized return over 5+ years. Diversifying beyond Malaysia can balance risk and improve growth potential. p/s: I'm offering a free 1-hour discovery session to explore how a tailored investment strategy can help you achieve your financial goals. During this session, we’ll discuss your current portfolio, investment objectives, and ways to diversify for improved returns. This is a great opportunity to see how professional guidance can enhance your wealth strategy. Click the link in my bio to grab the complimentary opportunity!

The Securities Commission Malaysia has issued the Practical Guide on Venture Capital and Private Equity in Malaysia. The Guide aims to equip prospective #venturecapital and #privateequity #fundmanagers, service providers and investors with in-depth practical knowledge to navigate the Malaysian policy landscape governing VC and PE operations. The SC remains committed to fostering a conducive environment for investment and innovation. By providing clarity on the Malaysian business landscape for VC and PE firms, it aims to build a more vibrant community of professional investors to support entrepreneurs in Malaysia. Key contents of the Guide include information on local capital market regulations pertaining to the VC and PE industries, foreign exchange policy, tax matters, fund structuring considerations and other areas critical to fund operations. The VC and PE industries have demonstrated steady growth. In 2023, the total fund commitments for VC and PE totalled RM17.85 billion, up from RM16.08 billion in 2022. VC and PE investments accounted for RM5.9 billion of total funds raised in Malaysia’s capital markets between 2017 and 2023.   This Guide is part of SC’s collaboration with Bank Negara Malaysia, Labuan Financial Services Authority, Malaysian Venture Capital & Private Equity Association (MVCA) and EY Tax Consultants. Amardeep Kaur DaoZhen Chng, CFA Download the Guide here: https://lnkd.in/gKgD5FMw

🌟 Explore the E&R Indonesia Top 30 Fund – January 2016 Factsheet 🌟 Dive into the detailed insights and performance highlights of the E&R Indonesia Top 30 Fund. This fund focuses on Indonesia's top-performing companies, providing a unique window into one of Southeast Asia’s most dynamic markets. 📊 What’s Inside the Factsheet? ✔️ Performance trends and benchmark comparisons ✔️ Sector-wise allocations and top holdings ✔️ Key metrics driving fund performance ✔️ Insights on portfolio diversification 💡 Whether you're an investor, analyst, or just curious about emerging market opportunities, this factsheet offers valuable takeaways for understanding Indonesia’s investment landscape. 📌 Check it out here: E&R Indonesia Top 30 Fund – January 2016 Factsheet https://lnkd.in/gjNqH84Q Let us know your thoughts or questions in the comments! 👇 #Investing #EmergingMarkets #Indonesia #Finance #PortfolioManagement

Ashmore’s long history of specialising in Emerging Markets and its extensive network of relationships means that proprietary research is an important source of investment ideas. Our independent local office investment teams in countries such as Colombia, Saudi Arabia, India and Indonesia provide valuable ‘on the ground’ insights to the global equity and fixed income ICs, including macro and company analysis and trading intelligence. In turn, the local offices benefit from the ICs’ global macro views and other research to consider as inputs to their own independent investment processes. Find out more: https://lnkd.in/drnxVAEy #EmergingMarkets  

#Sustainablefinance is vital for a resilient future, yet its widespread adoption remains nascent due to various challenges. However, amidst these challenges, some companies have seized opportunities, thereby forging a #financial terrain that is not only economically resilient but also #sociallyinclusive and #environmentallysustainable. As knowledge partner for the Malaysian Chief Financial Officers Collective Action Program (MY CFO CAP) by the Capital Markets Malaysia (CMM) and UN Global Compact Network Malaysia & Brunei (UNGCMYB), School of Business staff Dr Norita Mohd Nasir, Dr Dr.Puspavathy Rassiah, Dr Ravichandran Subramaniam, A/Prof Karren Khaw, A/Prof Yessy Peranginangin and Prof Mohan Avvari collated a series of case studies of Malaysian businesses who have adopted sustainable finance as the cornerstone of their business strategy. This case study booklet offers insights into the practical experiences of companies embracing sustainable finance. Featuring industry pioneers such as Axiata Group Bhd, IOI Corporation Berhad Corp Bhd, reNIKOLA Holdings Sdn Bhd, and Yinson Holdings Bhd, it showcases their commitment to integrating sustainability into financial strategies. Covering diverse sectors including telecommunications, palm oil, renewable energy and oil and gas, the report delves into the facilities adopted, challenges faced, insights gained, and future paths envisioned by these companies. Read full report here: https://lnkd.in/gjijENHX

Indonesia continues to shine as a key player in Southeast Asia’s private equity market. Real estate leads the way, contributing 40% of private equity deal value in the region, while healthcare and infrastructure sectors attract increasing investor interest. C. Michelle Sjamsury, EY Indonesia Strategy and Transactions Partner, highlights the significant growth potential in Indonesia’s consumer sector, driven by an expanding middle class and rising purchasing power, and underscores opportunities in healthcare and infrastructure to support economic development and carbon neutrality goals. Discover the latest insights and developments in the private equity landscape in the most recent Kompas article: https://go.ey.com/401eEfE #PrivateEquity #ShapeTheFutureWithConfidence