A Focused Range of Investment Services
Each of our services is built on the same disciplined research process. The difference is in how we apply that process to meet different client needs — from retail mutual fund investors to large institutional mandates.
Equity Mutual Funds
Actively managed portfolios of Indonesian listed equities. Our investment team conducts deep fundamental research on every company we consider — meeting management, studying financials, assessing competitive dynamics, and modelling multiple scenarios. We look for businesses with durable advantages, strong cash flow generation, and management teams we trust to allocate capital wisely.
Our equity funds are designed for investors with a medium-to-long-term horizon who can accept the volatility that comes with equity exposure in exchange for higher potential returns.
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Fixed Income Funds
Portfolios of Indonesian government bonds (SUN, ORI, sukuk), corporate bonds, and money market instruments. Our fixed income team monitors every issuer — sovereign and corporate — for changes in credit quality, refinancing risk, and market conditions.
Our fixed income funds are suitable for investors seeking income, capital preservation, or diversification away from equity risk. We offer funds across the duration spectrum, from short-term money market to longer-dated bond strategies.
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Structured Portfolios
For clients with mandates too specific for an off-the-shelf mutual fund — institutions, family offices, and substantial private investors — we design and manage bespoke portfolios. Each mandate starts with a detailed conversation about objectives, constraints, liquidity needs, tax considerations, and risk appetite.
The portfolio we construct may blend equities, fixed income, and alternative assets in proportions and structures that a standard fund cannot offer. Reporting, governance, and communication are customised to each client's requirements.
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Retirement Planning
Long-term investment strategies designed for Indonesia's pension funds (Dana Pensiun), BPJS Ketenagakerjaan-affiliated programmes, and individual retirement savers. We structure portfolios to match liability profiles, inflation expectations, and regulatory requirements under OJK and POJK frameworks.
Our retirement solutions emphasise capital preservation, steady income generation, and inflation protection — the key ingredients for meeting obligations that stretch decades into the future.
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Market Intelligence
Access the same research that drives our investment decisions. We publish regular economic updates, sector reports, fund performance analyses, and strategy commentary — covering the Indonesian economy, equity markets, fixed income, and global macro themes that affect local assets.
Our research is data-rich but written for clarity. We aim to help our clients understand not just what happened in markets, but why — and what it might mean for their portfolios going forward.
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Institutional Advisory
Strategic asset allocation and investment policy guidance for Indonesian corporations, foundations, endowments, and public-sector entities managing long-term reserves. We help institutions define their investment objectives, select appropriate benchmarks, design governance structures, and monitor implementation.
Our institutional clients benefit from the full depth of Ciptadana Group's research capabilities — equity analysis, macroeconomic forecasting, fixed income strategy — applied to their specific mandates and constraints.
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