Professional Background And Current Role At Allianz Indonesia
I started my career in the financial industry at JV Life Insurance in the Accounting Finance and Actuarial Division. To satisfy my passion for the capital market, I joined Asset Management Company. Despite my current company being JV Life Insurance Company, my current activity is the Investment Division. My current role and responsibilities as head of fixed income at Allianz Indonesia are managing the investment portfolio departments strategic and day-to-day fixed income portfolio management activities. I also manage, supervise, coach and review the overall performance of the Fixed Income Portfolio team and enhance their technical and soft skills in order to ensure the availability of competent human resources, succession planning and increased team performance.
Adapting Strategies To Evolving Market Conditions And Geopolitical Uncertainties
PM should focus on the investment objective by providing competitive long term rate of return amid market conditions and geopolitical uncertainties. PM should still hold a prudent philosophy, such as conducting a fundamental approach with primary research as the basis for all investment decisions and maintaining a consistent, well-structured, and transparent investment process. PM should be closely attuned to the dynamics and constant monitoring of the market for shifts that may present new potential investment strategies while at the same time carefully weighing risk, potential return, and correct sizing within the portfolio. Risk management platform also crucial to minimize downside volatility. Risk management and the preservation of capital are fundamental tenets of the investment process.
"To succeed in volatile markets, portfolio managers must combine prudent risk management with strategic approaches, continuously adapting to shifting dynamics while preserving long-term value."
The best investment style is a combination of the top-down approach and the bottom-up approach strategy to embrace all necessary information in order to support portfolio management activity decisions.
Factors In Emerging Markets And Mitigating Associated Risks
Important factors in deciding to invest in emerging markets are currency risk, attractive valuation, liquidity risk, economic growth, political stability, and volatility.
PM needs to do a comprehensive analysis, especially on the modeling of fair valuation, to have a better understanding of each investment decision. PM wants to consider the balance of risk-return reward profile by assessing current and expected profitability, earnings growth, and possible intrinsic value to meet the asset allocation objective as well as the risk-tolerance level.
Hedging is one way to mitigate risk, such as currency and liquidity risk. Diversification is usually the key to managing volatility from economic and market uncertainty. Clearance and transparency of government structure and policy manage to boost confidence in foreign direct investment.
PM desires to perform a possible outcome based on the current and forecasted economic and market conditions in order to generate a risk assessment or stress test scenario in order to generate a proper mitigation plan. Implementation and monitoring progress are key steps in designing the process.
Integrating ESG Criteria Into Portfolio Management
By including ESG factors in the investment analysis and decision-making process, we try to pursue return opportunities by avoiding undue risks, including reputation risk. We focus on the transition to a low-carbon economy and promote sustainable development, which gives positive contributing investment such as equity and debt investment in renewable, green bonds, social and sustainability bonds, and green infrastructure.
PM needs to establish clear ESG policy and objectives in the investment process, which will give a broader factor of the longterm impact of the investment.
ESG factors may give higher return benefits, i.e., in stocks with the assumption that better-quality companies that implement ESG principles can perform better compared to its peers that do not perform ESG principles.
Emerging Trends And Market Shifts Impacting Portfolio Management
Artificial Intelligence, Green or Renewable Energy, and Crypto currency.
Advice For Peers And Budding Professionals In The Industry
Keep evolving, be agile, don’t be complacence, keep knowledge and technical skill hunger, be strong in nice way, and be happy person. The most important thing is you need to stick with professional goals and objectives and hold high integrity.
