Back to announcement
20231103_BTPN_Laporan Informasi dan Fakta Material_31484959_lamp3.pdf
Other Text extracted BTPNSource file signed link, expires in 15 minutes
Extracted text 3
Page 1
Press Release
For immediate distribution
2 November 2023
Bank BTPN Collaborates with Manulife Asset Management Indonesia
Jakarta, November 2, 2023 – PT Bank BTPN Tbk. (“Bank BTPN”) today announced a partnership collaboration
with PT Manulife Asset Management Indonesia (“MAMI”), the largest investment manager in Indonesia with
managed assets (AUM) of IDR 45.3 trillion (as of the end of September 2023). Through this partnership, Bank
BTPN will enhance its business by offering 7 (seven) MAMI mutual funds as investment solutions for its
customers. This aligns with Bank BTPN's vision as a universal bank with a more comprehensive business
approach serving diverse customer segments.
In his opening remarks, Bank BTPN Deputy CEO, Darmadi Sutanto said, "In conducting its business, Bank BTPN
is committed to serving a wider range of customer segments with complete financial products and services that
cater to their needs, including offering diverse investment options. The collaboration with MAMI is a realization
of this commitment. We believe that the strategic partnership between Bank BTPN and MAMI will provide
greater benefits to the public in the form of a wide range of attractive investment choices, especially for Bank
BTPN's customers."
In a similar tone, Afifa, CEO & President Director of MAMI stated, "We are delighted to collaborate with Bank
BTPN. Bank BTPN's extensive network presents significant opportunities for us to expand the distribution of
mutual funds. Furthermore, this partnership is a significant step for both institutions in providing high-quality
mutual fund products to meet the investment needs of Bank BTPN's customers with diverse investment risk
profiles, ranging from conservative to aggressive. As a starting point, we are introducing seven Manulife mutual
funds that can serve as diversification solutions, not only in terms of asset classes but also in terms of currency
and geography."
Talking about investment strategy, Helena, Head of Wealth Management Business and Network & Distribution
at Bank BTPN urged customers to select investment products that align with their risk profiles and investment
objectives to ensure a secure portfolio with optimal returns. "With a variety of investment options from Bank
BTPN and MAMI, customers can diversify their assets beyond the Indonesian stock market and into the Asia
Pacific market. In addition, to minimize volatility risk, investment options in the bond and money markets are
also available."
1
INTERNAL
Page 2
Furthermore, Afifa explained the various MAMI mutual fund products available at Bank BTPN. MAMI and Bank
BTPN have prepared seven mutual funds tailored to the diverse profiles of Bank BTPN's customers. These
products include 1 money market mutual fund in Rupiah denomination, 2 fixed-income mutual funds in Rupiah
denomination, 1 fixed-income mutual fund in US dollar denomination, 2 equity mutual funds in Rupiah
denomination, and 1 offshore equity mutual fund in US dollar denomination with a portfolio consisting of
globally scaled Asian companies.
Manulife Equity Fund (MDS) invests in the most liquid stocks on the Indonesian stock exchange using the LQ45
index as a reference. Meanwhile, Manulife Premier Stock (MSA) employs a high conviction strategy that focuses
on a bottom-up approach in selecting stocks expected to have strong long-term fundamental prospects, with
IDX80 as the reference index. Therefore, MSA is more suitable for investors with an aggressive risk profile.
For investors looking to venture outside of Indonesia's market, Manulife Asia Pacific Sharia Equity US Dollar
(MANSYAF) offers the opportunity to invest in prominent stocks in the Asia Pacific region.
In addition, MAMI and Bank BTPN also offer three fixed-income mutual funds. Manulife Monthly Income II (MPB
II) invests in short-term Indonesian government bonds, ensuring lower volatility and featuring monthly
investment income distribution. MPB II is ideal for conservative/moderate investors seeking regular monthly
cash flow and avoiding excessive market fluctuations.
Next, there is Manulife Indonesian Government Bonds II (MONI II) Class A, which invests in medium-term
Indonesian government bonds with the goal of providing a competitive return alternative for investors. MONI II
is suitable for moderate-risk investors looking to benefit from the bond market with controlled risk.
Finally, there is Manulife USD Fixed Income (MANUFIX) Class A, which focuses on short-term Indonesian
government bonds (with a duration of less than three years) to generate a stable portfolio performance with
controlled volatility. MANUFIX Class A is suitable for conservative investors and can also serve as a portfolio
diversification tool for aggressive investors.
MAMI also offers the Manulife Money Market Fund II (MDK II) Class A for investors who wish to preserve their
investment value and maintain high liquidity. MDK II invests in high-quality money market instruments, resulting
in relatively stable performance with low risk.
"We hope that the introduction of these investment products further complements our wealth management
offerings to meet investment needs in all conditions, in line with Bank BTPN's vision and commitment to
providing comprehensive services to customers across Indonesia," concluded Helena.
2
INTERNAL
Page 3
Information about Manulife mutual funds can be obtained via the Manulife website, Bank BTPN website and the
Jenius application. Manulife mutual fund purchase transactions can later be carried out through Jenius from
Bank BTPN and the BTPN Sinaya branch.
– Finish–
About PT Manulife Aset Manajemen Indonesia
PT Manulife Aset Manajemen Indonesia (“MAMI”) is part of Manulife which has been present in Indonesia since 1996. MAMI
provides comprehensive investment solutions for investors through investment management services, mutual funds and
investment advisors. With managed funds reaching IDR 101.4 trillion (as of June 30 2023), MAMI is one of the largest
investment management companies in Indonesia. Various awards and recognition from external parties were awarded to
MAMI as the best investment management company. The Fund House of the Year award was awarded by AsianInvestor
(2018, 2019 and 2022), Best Fund House from Asia Asset Management (2015, 2016, 2018, 2020, 2021, 2022 and 2023), and
the Top Investment House in Asian Local award Currency Bonds from The Asset Benchmark Research (2015-2022).
Bank BTPN in brief
PT Bank BTPN Tbk (Bank BTPN) is a foreign exchange bank and is a merger between PT Bank Tabungan Pensiunan Nasional
Tbk (BTPN) and PT Bank Sumitomo Mitsui Indonesia (SMBCI) in February 2019. Bank BTPN serves various segments in the
banking industry, from retail to corporate customers, including retirees, micro-, small- and medium-sized enterprises (MSME)
and productive, pre-prosperous communities; the consuming class segment; and the corporate segment. Bank BTPN
provides the services through business units, such as BTPN Sinaya—a business unit for wealth management, BTPN Purna
Bakti—a business serving retirees, BTPN Micro Business—a business unit serving micro businesses, BTPN SME—a business
serving small- and medium-sized enterprises, Jenius—a digital banking platform serving the consuming class segment, and
the corporate business unit, which serves national, multinational, and Japanese companies. Bank BTPN also has a subsidiary,
namely PT Bank BTPN Syariah Tbk, which focuses on serving customers from the mass market. Bank BTPN also regularly
provides training sessions and information for customers through the Daya Program—a sustainable and measurable
empowerment program—to improve customers’ capacity so they can grow and have a chance to live better.
Media Contact
PT Manulife Aset Manajemen Indonesia PT Bank BTPN Tbk.
Dyah Wulandari Mardyastuti Andrie Darusman
Head of Corporate Affair Communications and Daya Head PT Bank BTPN Tbk
Tel: +62 21 25555 7788 ext 642658 andrie.darusman@btpn.com atau
dyah_wulandari@manulifeam.com corporate.communications@btpn.com
3
INTERNAL
Names mentioned 0 people and organisations named in the text · linked when the evidence is strong
The name pass has not read this document yet.
Extraction attempts how the parser did, and what it refused
Nothing structured was extracted from this document — the attempts below say why.
No extraction attempted yet.