About Us

About Us

Profile
Core
Philosophies
Board of
Directors
Compliance &
Risk Management

PT CIMB-Principal Asset Management ("PT CIMB-Principal") is Indonesia based Investment Management Company owned by CIMB-Principal Asset Management Berhad in Malaysia. CIMB-Principal Asset Management Berhad is a joint venture between Southeast Asia's premier investment banking group, the CIMB Group and the Principal Financial Group, a leading Fortune 500 diversified global financial services group.

PT CIMB-Principal

Manufactures, manages, and distributes a comprehensive range of mutual funds and other investment products
Manages customized portfolio mandates for corporates and institutions

A disciplined and integrated risk management approach is a core factor of our investment process.

Vision

To Be South East Asia’s Most Valued Investment Manager Offering Total Asset Management Solutions

Mission

To help investors achieve their long-term financial goals.

Guiding Principles

hink positive to find solutions - Execute with passion

espect others with honesty and sensitivity

nleash curiosity for continuous learning

how courage and initiative - Act swiftly

eamwork to achieve the best outcome

The members of the Board of Directors of PT CIMB-Principal who oversee the management and operations of the company are:

Reita Farianti

Director

Agus Salim

Director

PT CIMB-Principal has put in place a risk management framework with activities that include a comprehensive compliance framework that essentially works on self-assessment as well as systems for managing active risks in investment portfolios.

This is to ensure that clients' mandates are carefully adhered to and not exposed to unnecessary risks associated with delegation of funds management.

The Head of Compliance & Risk Management for PT CIMB-Principal Asset Management is:

Ari Kartiko
Tel: +62 5151180 ext. 671
Email: compliance.cpam.id@cimb.com

Risk Profiler