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Asset Management Industry Sector Presentation

Asset Management Industry Sector Presentation. Apr 2014. Back to the Basics. Asset Management Company (AMC) A company that invests its clients' pooled fund into securities mainly through mutual funds that match its declared financial objectives. Mutual Fund

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Asset Management Industry Sector Presentation

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  1. Asset Management Industry Sector Presentation Apr 2014

  2. Back to the Basics • Asset Management Company (AMC) A company that invests its clients' pooled fund into securities mainly through mutual funds that match its declared financial objectives. • Mutual Fund An investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.  • Assets under Management (AUMs) The market value of assets that an AMC manages on behalf of investors. • Net Assets Value (NAV) A closed-end mutual fund's price per share or open-end fund's per-share value. • Return Change in the fund’s NAV over time.

  3. Types of Mutual Funds in Pakistan

  4. Rating Services • Asset Manager Grading • Mutual Fund Performance Ranking – Star Ranking • Fund Stability Rating • Capital Protection Rating

  5. Top10 Asset Managers USD Trillion

  6. Top Indexes | Performance | CY13

  7. Chocolate Slide • Funds categories in Pakistan : • Largest AMC in world and its AUMs : • Second Largest AMC and its AUMs : • AUM to GDP ratio of the world : • Number of mutual funds : • Global AUMs : • Highest Performing Index in the presentation and its return: • Category having highest AUMs :

  8. Investors’ Mix – Indian Mutual Fund Industry

  9. Top10 AMCs – Indian Mutual Fund Industry

  10. Top10 Funds – Indian Mutual Fund Industry

  11. Market Share | AMCs – Pakistan Mutual Fund Industry

  12. Top10 Funds – Pakistan Mutual Fund Industry

  13. Chocolate Slide • Size of Indian mutual fund industry : • Banking Deposit in India : • India’s largest AMC : • AUM base of Pakistan : • Number of mutual funds in Pakistan: • Category having highest AUMs : • Largest AMC : • Top performing fund of Pakistan :

  14. Regulatory Environment • Tax Structure • Minimum Equity Requirement

  15. Key Developments • Launch of Commodity Funds • Outsourcing of back-office operations approved by the SECP • Increased focus on Investment Advisory through SMAs • Launch of Capital Preservation funds based on CPPI methodology

  16. Risks & Opportunities • Continuous support from regulator • Increase retail investor awareness • Enhanced focus on investment advisory to tap HNW • Innovation in product development • Removal of Tax Arbitrage • Retention of quality human resource • Limited financial capability to invest in operating platform • Attractive rates of national savings schemes

  17. Thank You

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