1. Successful Islamic Investing
Nick Kaiser MBA, CFA®
Chairman, Director, and Equity Portfolio Manager
3rd Annual Capital Market Conference
Embassy of Malaysia, Washington DC
November 10, 2016

2. Saturna Capital Corporation
Investment Counsel firm headquartered in Bellingham, WA, USA
Employee-owned firm founded in 1989
Adviser to Amana Mutual Funds Trust and other funds in US, plus Institutional and Private Accounts
Amana Income and Amana Growth are the two largest Islamic public equity funds in the world
Newest fund, Amana Participation, invests in sukuk and Islamic fixed income
Research arm and asset management
As of September 30, 2016:
RM 262,838,259 (US$ 63,556,585)
Wholly-owned subsidiaries:
Saturna Sendirian Berhad (Kuala Lumpur, Malaysia - portfolio management, research office)
Saturna Trust Company (Henderson, NV - trust services)
Saturna Brokerage Services (Bellingham,WA - distributes mutual funds and offers commission-free custody and trades)
Integrated operations (preferring in-house solutions to outsourcing)
Technology innovator (proprietary NEPTUNE® database software)
Community contributor
Low-cost provider

3. Saturna Sdn Bhd Wholly-owned subsidiary of Saturna Capital
Established with purchase of small Malaysian investment adviser in 2010
First conventional asset manager in Malaysia to convert to an Islamic asset manager
Kuala Lumpur office enhances our credibility throughout the world, GCC and Islamic markets, plus Australia

4. Saturna Sdn Bhd KL Staff
Monem Salam - Nasir Ku Muhammad - Jane Chia - Heddy Humaizi - Zahid Siddique
Nicole Phut - Wan Nurul Aimi - Dharmen Annadorai - Syafiq Abdul Hamid

5. What We Do In Malaysia
Investment analysis and research for Saturna Capital’s global investment team
Manage accounts for individuals and private entities
Manage accounts for public institutions
Bank Negara (BNM)
Employee Provident Fund (EPF)
Manage unit trusts
ASEAN Equity Fund
Crescent International Equity Fund (CIEF)

6. Malaysia Supports Islamic Finance
Malaysian government consistently supports Islamic finance industry
Bank Negara Malaysia (BNM)
Securities Commission of Malaysia (SC)
Malaysian International Islamic Finance Centre (MIFC), a network of regulatory, social, and institutional partners
Malaysia is proactive in establishing ties and common securities markets with other national and regional regulators and jurisdictions

7. Benefits of Malaysia
Well educated, ethnically diverse, English speaking workforce
Regional airlines give great access to the area making research travel easy
Well-established advertising and marketing venues, long-running trade publications
Diversity: women have held top posts at the SC, central bank, and the largest banks
“Green Lane” visa approval for senior executives

8. Benefits of Islamic Finance in Malaysia
Educational institutions provide advanced degrees in Islamic finance, creating depth
Competent professionals with decades of experience in providing islamic financial services in many areas:
Taxation / tax planning
Accounting
Custody & settlement
Brokerage and trading
Legal services
Sharia advising

9. THANK YOU!