Investment Approach
Harnessing expertise and experience, with a focus on growth.
Sustainable Investing
As an asset manager focused on the long term, it is paramount that we consider the bigger picture and put purpose into action, by embedding ESG considerations into our investment processes.
Together with you, we aim to offer progressive choices and contribute to a more equitable and sustainable future through portfolio construction processes that integrate traditional financial metrics with universal ESG principles for a more resilient financial future for everyone.
Philosophy & Approach
Our aim is to provide investors with the right set of solutions based on their current objectives and liquidity needs.
Centralised Investment Platform
We work hard to meet and exceed expectations across our platforms in Malaysia, Indonesia and Singapore. Our dedication to advancing our clients’ portfolios cuts across conventional and Shariah compliant investments, with strategies and decision making through our Regional Investment Platform, centralised via a Portfolio Management Committee. Each country hosts experienced investment teams led by our Regional Head of Investment.
5-Step Investment Approach
Our approach is one that is not prescriptive but instead seeks first to understand your needs. Through a deep dive into your objectives, we are able to create a portfolio that meets your financial goals, with periodic reviews to ensure that your investments are on track and continue to be in compliance with pre-set mandates.
1. Client Risk Return & Objective
We seek to understand your
- Investment objectives
- Limits and constraints
- Risk tolerance level
- Investment horizon
And also perform
- Structure screening for Sukuk
2. Asset Allocation
We take into account
- Macro factors
- Valuation computations
- Market technicals
3. Portfolio Construction
Our proactive methods include
- Active risk management within strict risk parameters
- Relative value analysis using Stock Selection List and Bond Selection List
4. Portfolio Execution & Monitoring
Our team performs
- Pre-compliance checks
- Fair execution withsimilar mandates
5. Performance Review & Evaluation
We periodically carry out
- Portfolio Return vs. Expected Returns / Portfolio Benchmark
- Adherence toportfolio risk parameters
- Compliance with investment mandates andpolicies
Investment Philosophy
In pursuing long-term value for you, our investment philosophy is multi-dimensional, encompassing both a top down and bottom up approach.
Top Down Thematic Overlay
We manage Beta Risk through a structured and formalised top down approach, with cross asset linkages and a macro scorecard to control our equity exposure.
Bottom Up Rigorous Research Process
To enable higher conviction and better management of credit quality, our bottom up approach facilitates the understanding of risks involved and allows for the pricing of risk.
4 Key Tenets of Investment Philosophy
Our commitment is unwavering in seeking to generate positive, consistent long-term returns for you. To attain this, we practise active management through a structured and disciplined approach, with rigorous risk management framing our decisions.
1. Long Term Focus
The focus when it comes to crafting portfolios is to select assets that have the potential for consistent returns over the long term.
2. Active Management
Our competent team have their ear to the ground, applying ground-up screening and modelling, with proprietary Quantitative and Qualitative Tools to process up-to-date information.
3. Structure & Discipline
It’s important to have consistency when selecting and evaluating assets. So we have rating and quantitative models in place to monitor our portfolios and ensure that they are on track.
T.I.G.E.R Credit Rating Model for Fixed Income
Our team of credit analysts generate internal ratings for fixed income assets, making proactive calls that often put them ahead of the ratings agencies.
M-T.I.G.E.R Quantitative Model for Equities
For enhanced stock picks, we use a multi-factor quantitative model in our selection process to generate stock ideas as well as to continuously evaluate existing stocks in the portfolio.
4. Risk Management
Protecting your interests is at the centre of what we do. Our Maybank Group Risk Management Committee rigorously maintains high standards by closely monitoring and overseeing risk management across all assets.