Group Asset Management
CIMB Group Asset Management provides investment management expertise in equities, fixed income, exchange-traded funds (ETF), money markets, property funds and customised portfolio mandates to retail investors, large corporations, family offices, financial institutions, sovereign wealth funds and government entities. We offer a comprehensive range of unit trust funds, wealth management and private retirement solutions to our customers, coupled with customised portfolio mandates, offering flexibility and choice, in either conventional or Shariah-compliant structures.
We have full-fledged offices in four ASEAN countries, namely Malaysia, Singapore, Indonesia and Thailand. CIMB-Principal has an integrated regional platform and pursues a multi-local strategy to deliver growth in-line with the development of the industry.
This undertaking is in partnership with the Principal Financial Group, a Fortune 500 global financial company listed on the NYSE. Our investment management services are made available to all retail and institutional investors via:
A. CIMB-Principal Asset Management (CIMB-Principal)
CIMB-Principal aspires to be Southeast Asia’s most preferred investment management company, offering total asset management solutions. Established in 1995, CIMB-Principal is an award-winning asset management company. Combined with strong fund management processes and on-the-ground knowledge, CIMB-Principal is able to consistently innovate to meet investors’ expectations. It is also focused on harnessing its investment capabilities and products to deliver superior investment performance.
CIMB-Principal is one of the leading Private Retirement Scheme (PRS) providers approved by the Securities Commission of Malaysia. PRS is an alternative and voluntary retirement saving option for Malaysians and with that, CIMB-Principal’s custom-tailored private retirement schemes are aimed at providing its retail investors and corporations with flexibility, choice and investment performance to support them in meeting their desired retirement lifestyle.
CWA (formerly known as CIMB Wealth Advisors Bhd) is a CIMB-Principal brand that serves as its key retail wealth management solutions distributor. CWA, with its unique multi-product platform, integrates the distribution process of unit trust funds and PRS together with its readily available protection, trust nomination and estate planning solutions, either conventional or Shariah-compliant, across 40 branches and sales offices throughout Malaysia.
B. CIMB-Principal Islamic Asset Management Sdn Bhd (CIMB-Principal Islamic)
CIMB-Principal Islamic is committed to be the most valued global Islamic asset management company. Its holistic Islamic asset management strategy encompasses end-to-end processes that are in accordance with Shariah principles, global and industry regulations. CIMB-Principal Islamic is the natural choice for institutional investors who are looking for a Shariah-compliant investment option to deliver consistently across the regions. CIMB-Principal Islamic focuses on four Shariah-compliant core capabilities namely, Global Sukuk, Global & Regional Equities, Global Emerging Markets, Asia Pacific ex-Japan and ASEAN Equities.
Headquartered in Kuala Lumpur, Malaysia, CIMB-Principal Islamic is strategically located in the world’s first country to be equipped with a complete Islamic financial operating system, in parallel to the conventional banking system. This environment empowers CIMB-Principal Islamic to be highly effective through the full leverage on Malaysia’s comprehensive Islamic financial infrastructure and its global regulatory, legal and Shariah best practices platform.
We offer the sophisticated investor opportunities to invest in private investment vehicles depending on their investment preference. Our multi-asset platform enables customers to gain exposure in alternative strategies such as private equity, real estate, infrastructure and special situations.
A. Private Equity
i. AIGF LP (ASEAN Industrial Growth Fund, “AIGF” or the “Fund”).
- A jointly sponsored Southeast Asia-focused private equity fund launched by CIMB Strategic Assets Sdn Bhd (“CIMB SA”) and MC Emerging Capital Partners B.V, a subsidiary of Mitsubishi Corporation together with Development Bank of Japan Inc. (“DBJ”).
- The Fund targets middle-market opportunities that are expected to benefit from urbanisation, industrialisation and improved infrastructure development, as well as the burgeoning demand for new and improved services. AIGF focuses on well established companies and seek to generate returns by working closely with management teams as well as playing an active role in assisting them to reach their full potential, both locally and regionally.
B. Real Estate
Real estate investment strategies focusing on development and grade A assets in Southeast Asia and Australasia
i. CIMB-Mapletree Management Sdn. Bhd.
- A joint venture with Mapletree Capital Management Pte. Ltd., a subsidiary of Mapletree Investments Pte. Ltd. of Singapore
- Pursues development opportunities in Malaysian property assets
Infrastructure strategies focusing on operating assets with stable and predictable cash flows in Asia
i. Capital Advisors Partners Asia Pte. Ltd. (“CapAsia”)
- A joint venture with TRG Management LP (also known as The Rohatyn Group or “TRG”) of the United States of America
- Focuses on private equity investments in the infrastructure sectors in Southeast Asia and Central Asia