Home

Asset Management

Achieving financial success is a complex and confusing challenge to even the most experienced investors. Corfina is experienced in understanding the unique needs of investors and offers a program designed to deliver the potential for superior after-tax returns. To meet our clients investment objectives we have the expertise to invent in a diverse sense of asset classes, both fixed income and equities. Our investment style is propietary and research driven. The result is a well-tuned asset management process designed to respond to the investors needs while also responding to the dynamics of the capital markets.

Our Investment Process

Our portfolio strategy begins with an investment analysis then graduate through the portfolio construction process in which multiple asset classes and style allocations are combined to meet our investor investment objectives.

Step 1. Determine the investor risk profile and investment objectives.
Every investor has different needs and objectives. Corfina professionals will provide assistance in determining whether the investment focus is those that produce income, growth or a combination of both. Furthermore, we will also provide assistance in defining the investment time horizon and risk profile.

Step 2. Set asset allocation policy.
Research has shown that asset allocation decision, i.e. how the investments are diversified among stocks, bonds, and cash, accounts for over 90% of the variation in a portfolio's returns. This is why determining the most appropriate asset allocation policy is paramount to our investor investment success.

Step 3. Diversify across asset classes and within styles.
Once the investor asset allocation policy has been developed, we diversify the investment portfolio across multiple asset classes and multiple investment styles. This approach mitigates the volatility inherent in any single investment style. In addition, allocating a portion of assets to international stock and bond investments can further reduce the portfolio's overall risk and improve potential return. Corfina Capital is currently involved in the mutual fund (Reksa Dana) business. Currently we have established a Rupiah based fixed income fund.

Step 4. Rebalance portfolio.
To control risk, we incorporate a formal portfolio-rebalancing program that uses state-of-the-art technology to maintain the asset class exposures within the boundaries of our investors asset allocation policy. This provides the added benefit of a built-in "sell high, buy low" strategy.

Step 5. Report the results.
To report our portfolio performance, we produce one of the most comprehensive and easy-to-understand reporting packages available. It includes a consolidated account statement of activity, quarterly account-level performance reporting and detailed annual report.

NAV

RECENT NEWS

[News Room]     [Financial News]     [Career]    

LIVE INDEX

Delayed as of: 12/13/2019 4:15:00 PM
IndexPrev ClsLastChange
AGRI 1414.661424.8610.2
Graph
BASIC-IND 960.18976.37816.2
Graph
BISNIS-27 538.58545.7997.22
Graph
COMPOSITE 6139.46197.31857.92
Graph
CONSUMER 2014.452023.6739.22
Graph
DBX 1097.71096.432-1.27
Graph
FINANCE 1303.111313.74910.64
Graph
I-GRADE174.22175.7671.54
Graph
IDX30 535.4544.0718.67
Graph
IDX80138.92141.1332.22
Graph
IDXBUMN20381.64386.9745.34
Graph
IDXG30140.69142.4331.75
Graph
IDXHIDIV20483.75491.1587.41
Graph
IDXSMC-COM256.71258.4751.77
Graph
IDXSMC-LIQ311.71317.1995.49
Graph
IDXV30137.81141.3863.58
Graph
INFOBANK15 990.171000.25710.09
Graph
INFRASTRUC1107.761122.44214.68
Graph
Investor33 453.29459.0975.81
Graph
ISSI 184.33186.4432.11
Graph
JII 679.45692.59613.14
Graph
JII70228.74232.2123.47
Graph
KOMPAS100 1240.651255.83215.19
Graph
LQ45 982.23997.65115.42
Graph
MANUFACTUR1428.261447.79419.54
Graph
MBX 1712.641731.32518.68
Graph
MINING 1502.051528.80926.76
Graph
MISC-IND 1172.071215.02542.95
Graph
MNC36 341.06344.7233.67
Graph
PEFINDO25 332.83333.0410.21
Graph
PROPERTY 508.32506.323-2
Graph
SMinfra18 318.04323.3565.32
Graph
SRI-KEHATI386.12390.8564.74
Graph
TRADE 767.4768.1130.71
Graph