SAM was founded in 1997 as a licensed Investment
Management firm and provides a complete range of asset management
services for domestic and international investors. SAM is managed
by a highly experienced Asset Management Team that has a proven
track record of providing high returns and excellent customer
service in the Indonesia market.
The Company manages 3 listed mutual funds which include an
equity-focused balanced fund and 2 fixed income-focused funds
and has over Rp630 billion in assets under management as of
November 2006. SAM offers 3 levels of service:
1) Fully Discretionary – SAM is responsible for all investment
allocation decisions.
2) Partial Discretionary – Client requires a minimum
exposure to particular securities be
maintained.
3) Non Discretionary – Client determines the asset allocation
and SAM is responsible for the
placing of orders.
SAM sues a specific approach in its asset allocation process
to achieve the best return possible.
Top-down approach – By using macroeconomic factors such as political,
economic, and currency to provide an anchor for forecasting
market performance and an indication of current under or over
valuation of the market.
Industry analysis performed - By examining relationships
between economic forces, current market valuation and performances.
Specific company fundamental analysis – Undertaken
to determine over/under valuation
Technical analysis to determine best entry/exit point.
Once a set of expected returns have been determined, client
portfolio constraints and performance objectives will be taken
into account in formulating investment policy and asset allocation.
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