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 & 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 CIMB Group and Principal Financial 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

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

CIMB-Principal is the first asset management house in Malaysia to adopt the OMGEO trade online matching system for greater efficiency and speed with accuracy to meet our institutional client’s needs the world over.