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Asset Management Industry Sector Presentation Apr 2014 Global IndustryOverviewRegional IndustryDomestic Industry.

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Presentation on theme: "Asset Management Industry Sector Presentation Apr 2014 Global IndustryOverviewRegional IndustryDomestic Industry."— Presentation transcript:

1 Asset Management Industry Sector Presentation Apr 2014 Global IndustryOverviewRegional IndustryDomestic Industry

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. OverviewRegional IndustryGlobal IndustryDomestic Industry

3 Types of Mutual Funds in Pakistan OverviewRegional IndustryGlobal IndustryDomestic Industry

4 Rating Services Asset Manager Grading Mutual Fund Performance Ranking – Star Ranking Fund Stability Rating Capital Protection Rating OverviewRegional IndustryGlobal IndustryDomestic Industry

5 OverviewRegional IndustryGlobal IndustryDomestic Industry

6 OverviewRegional IndustryGlobal IndustryDomestic Industry

7 USD Trillion Top10 Asset Managers OverviewRegional IndustryGlobal IndustryDomestic Industry

8 OverviewRegional IndustryGlobal IndustryDomestic Industry

9 OverviewRegional IndustryGlobal IndustryDomestic Industry

10 OverviewRegional IndustryGlobal IndustryDomestic Industry

11 OverviewRegional IndustryGlobal IndustryDomestic Industry

12 Top Indexes | Performance | CY13 OverviewRegional IndustryGlobal IndustryDomestic Industry

13 OverviewRegional IndustryGlobal IndustryDomestic Industry

14 OverviewRegional IndustryGlobal IndustryDomestic Industry

15 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 :

16 OverviewGlobal IndustryRegional IndustryDomestic Industry

17 OverviewGlobal IndustryRegional IndustryDomestic Industry

18 OverviewGlobal IndustryRegional IndustryDomestic Industry

19 OverviewGlobal IndustryRegional IndustryDomestic Industry

20 Investors’ Mix – Indian Mutual Fund Industry OverviewGlobal IndustryRegional IndustryDomestic Industry

21 Top10 AMCs – Indian Mutual Fund Industry OverviewGlobal IndustryRegional IndustryDomestic Industry

22 Top10 Funds – Indian Mutual Fund Industry OverviewGlobal IndustryRegional IndustryDomestic Industry

23 OverviewGlobal IndustryRegional IndustryDomestic Industry

24 OverviewGlobal IndustryRegional IndustryDomestic Industry

25 OverviewGlobal IndustryRegional IndustryDomestic Industry

26 OverviewGlobal IndustryRegional IndustryDomestic Industry

27 OverviewGlobal IndustryRegional IndustryDomestic Industry

28 Market Share | AMCs – Pakistan Mutual Fund Industry OverviewGlobal IndustryRegional IndustryDomestic Industry

29 Top10 Funds – Pakistan Mutual Fund Industry OverviewGlobal IndustryRegional IndustryDomestic Industry

30 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 :

31 Tax Structure Minimum Equity Requirement Regulatory Environment OverviewGlobal IndustryRegional IndustryDomestic Industry

32 OverviewGlobal IndustryRegional IndustryDomestic Industry 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 Key Developments

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

34 Thank You

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