Disclaimer

Not an Offer to Sell or a Solicitation to Buy

Each of the funds referred to in the Principal Asset Management Berhad (‘Principal’) website is intended only to be made available in Malaysia and offered only to persons in Malaysia. The data presented is for information purposes only and is not a recommendation to buy or sell any securities or adopt any investment strategy. This material is not intended to be relied upon as a forecast, research, or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment. The information it contains does not take account of any investor's investment objectives, particular needs or financial situation. You should consider whether an investment fits your investment objectives, particular needs and financial situation before making any investment decision.

Acknowledgement

By clicking on “I Agree” below, you will acknowledge and agree with Principal that you:

  1. have read, understood and agree to the above;
  2. are a Malaysian resident and you are accessing the information from within Malaysia; and
  3. agree to the exclusion by Principal of any liability for any loss (direct or otherwise) arising from the use of any part of the information contained in this website, and the exclusion of any liability in respect of any error or omission by Principal and any relevant third party.
     

Client Relations and 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 Corporate and Institutional Sales 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 and satisfaction, we have upgraded our reporting system and invested in pioneering technology to ensure our client servicing and reporting is top notch at regional standards.

Principal Asset Management Berhad is the first asset management house in Malaysia to adopt the OMGEO trade online matching system for greater efficiency with speed and accuracy to meet our institutional clients’ needs the world over.

Key Strengths and Competitive Advantage

  • 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 and third party asset managers.

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

Ability to leverage on both Principal Financial Group and CIMB Group (talent, network, research, risk management, credit, price intelligence and allocation). 

Comprehensive system infrastructure:

  • Investment: Charles River, Capital IQ
  • Portfolio Analytics: FactSet, APT
  • Fund Accounting & Operations: PAM, Cognos, Omgeo, Swift