Institutional

Client Relations and Services

We service a diversified institutional clientele which includes:

  • Pension Houses
  • Financial Institutions
  • Educational Institutions
  • Foundations & Endowments
  • Insurance Providers
  • Governments
  • Corporations
  • Third-party Asset Managers

Our Institutional Client Relations & Services team provides:

  • Dedicated client servicing at institutional level
  • Experienced 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

Key Strengths and Competitive Advantage

Principal Asset Management (S) Pte Ltd (formerly known as CIMB-Principal Asset Management (S) Pte Ltd) is wholly owned by Principal Asset Management Berhad (formerly known as CIMB-Principal Asset Management Berhad) which has been managing institutional mandates and mutual funds in Malaysia for more than 15 years. Principal Asset Management (S) Pte Ltd was established as the investment management boutique and hub for Asian Regional Equities of the Principal Asset Management Group. The company is a specialist in offering segregated mandates for Asian equities (ex Japan) strategies in conventional and Islamic fund management services.

Our institutional clients are mainly central banks, pension funds, insurance companies and third party asset managers. We understand their unique requirements and have been serving such institutional clients since 1995.

We have built an integrated regional investment platform and communication channels among the investment team members across the ASEAN region.

The team’s investment experience is driven by a good mix of experience in the industry and diversity of culture from the Asian region. With local presence and ground knowledge, we are able to generate innovative investment ideas that translate into opportunities.

Our fund managers double as analysts to enhance process integration and teamwork. Fund Managers are also supported by a dedicated team of research analysts.

As companies are always evolving with the industry as it changes, our personal investment experience, culture and in depth knowledge of the companies will enable us to identify different views of the same information.

The regional teams proactively keep updated with the developments of the companies and research widely of the industry or sectors that the companies operate in.

Ability to leverage on both CIMB Group and Principal Financial Group resources.

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