INSTITUTIONS

Institutional Investing

We understand the needs of our institutional clients by delivering best in-class investment solutions and insights powered by Simpan Technology. 

Our Capabilities

Mutual Fund Solutions

Mutual Fund Solutions

We offer Reksa Dana—open-ended funds across public markets—making it easy to invest and reach your investment objectives.

Cash Fund

Our money market fund prioritizes liquidity by investing in short-term government bonds and money market instruments.

Multi-asset Funds

Actively managed multi-asset funds combining Fixed Income and Equities, tailored to clients' risk profiles through strategic and tactical allocation.

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Discretionary Mandates

Discretionary Mandates

KPD (Discretionary Mandates) lets Institutional and HNWI clients create tailored investments aligned with their goals.

Treasury Management

Higher yields via short-term instruments, aligned with your cash flow and liquidity needs.

Customized Solutions

Tailored equity and fixed income mandates, built on proven portfolio management expertise.

Real-time Monitoring and Reporting

Exclusive access to Simpan Portal for live insights, analytics, and seamless reporting.

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Investment Advisory (Penasihat Investasi)

Investment Advisory (Penasihat Investasi)

Bespoke advisory backed by portfolio expertise across Equities, Fixed Income, and other public market assets.

Portfolio Benchmarking and Attribution

Insightful tools to track performance, identify drivers, and guide smarter investment decisions.

Research Insights

Deep market research to help clients uncover opportunities and navigate complexity across asset classes.

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REAL-TIME TRACKING

REAL-TIME TRACKING

REAL-TIME TRACKING

Your 360 view: Simpan Portal

Your 360 view: Simpan Portal

Your 360 view: Simpan Portal

Dedicated portfolio monitoring dashboard, delivering full transparency and better engagement for Institutional Clients.

We recognize the institutional demand for customized discretionary mandates and Simpan Portal enables institutional clients to obtain the insights they need to foster a more informed and strategic approach to managing their investments.

Real-time portfolio monitoring and analytics
All-in-one document and reporting center
Full look-through into funds

OUR PARTNERS

PARTNER WITH US

PARTNER WITH US

Our Wholesale
Distribution Partners

Get in touch with us.

Get in touch with us.

Explore our tailored solutions for institutions.

Explore our tailored solutions for institutions.

Not an Institutional Client?

Not an Institutional Client?

Discover our range of investment solutions designed for aspiring individuals and the wealth segment—tailored to support your personal financial growth.

Discover our range of investment solutions designed for aspiring individuals and the wealth segment—tailored to support your personal financial growth.