SYAILENDRA CAPITAL

YO! Inves Partnership

Proposal

Preferred Investment Partner

1
Section

01
About Us

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Asset Growth & Company’s Rank
Position In the Industry
AUM Trend 2016 – 2021 Overall League Table – 30 December 2021* (IDR Trillion)

01 Manulife AM 62.86 10.84%

30 25.2 24.6 02 Bahana TCW 43.69 7.53%
25 21.8
19.4
20 03 Batavia PAM 42.69 7.36%

15 11.6 04 MMI 42.25 7.29%

10 05 Schroder 33.89 5.84%

4.5
5 06 Danareksa 30.98 5.34%
0 07 BNI AM 27.41 4.73%
2016 2017 2018 2019 2020 2021
08 TRAM 26.45 4.56%

09 Sucorinvest 26.28 4.53%

10 Ashmore 26.25 4.53%

(IDR Trillion)
Total AUM in the Industry – 30 December 2021* 11 BNP AM 24.43 4.21%

12 Syailendra 22.66 3.91%

13 Sinarmas AM 20.89 3.60%

14 Eastspring 18.22 3.14%

Rp78.38
15 Panin AM 12.77 2.20%
(14%)
16 Insight 12.24 2.11%

17 Samuel AM 8.06 1.39%

18 IPOT 6.93 1.19%

Top 20 Fund Managers 19 Henan Putihrai 6.78 1.17%

Rp501.57
20 PNM IM 5.85 1.01%
(86%) Others
TOP 20 Fund Managers 501.57 86.48%

Total Industry 579.96 100.00%

*Excluding limited participation funds and discretionary mandates

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Industry Recognition and Awards
Our Achievement

2021 Gold Champion:

• Medium Fixed Income 3 Yr (Syailendra Pendapatan Tetap Premium)
• Large Money Market 3 Yr (Syailendra Dana Kas)
• Money Market 3 Yr Syariah (Syailendra Sharia Money Market Fund)
• Small Balanced 5 Yr (Syailendra Balanced Opportunity Fund)
• Large Money Market 5 Yr (Syailendra Dana Kas)
• 5 Yr Top MI (Money Market)

Silver Champion:
• Large Money Market 1 Yr (Syailendra Dana Kas)
• Small Balanced 3 Yr (Syailendra Balanced Opportunity Fund)
• Small Fixed Income 5 Yr (Syailendra Fixed Income Fund)

“The Most Innovative Asset Management Company – Indonesia”

“The Most Trusted Asset Management 2021”

Apac Insider “South East Asia Business Awards 2021”

“Best Independent Fund Management Company – Indonesia”
“Most Innovative Digital Mutual Fund Ecosystem 2021”

Alpha Southeast Asia "12th Fund Management Award 2021”

Best Asset Manager (Money Market Funds)
Best Asset Manager (Balanced Funds)

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Industry Recognition and Awards
Our Achievement

2021 Majalah Investor – Infovesta “Best Mutual Fund Awards 2021”

“Syailendra Pendapatan Tetap Premium” sebagai Reksa Dana Pendapatan Tetap Terbaik
Periode 1 Tahun Kategori Aset di atas Rp 10 Miliar – Rp 100 Miliar
“Syailendra Pendapatan Tetap Premium” sebagai Reksa Dana Pendapatan Tetap Terbaik
Periode 3 Tahun Kategori Aset di atas Rp 10 Miliar – Rp 100 Miliar
“Syailendra Providentia Money Market Fund” sebagai Reksa Dana Pasar Uang Terbaik
Periode 1 Tahun Kategori Aset di atas Rp 10 Miliar – Rp 100 Miliar
“Syailendra Providentia Money Market Fund” sebagai Reksa Dana Pasar Uang Terbaik
Periode 3 Tahun Kategori Aset di atas Rp 10 Miliar – Rp 100 Miliar
“Syailendra Dana Kas” sebagai Reksa Dana Pasar Uang Terbaik
Periode 5 Tahun Kategori Aset di atas Rp 1 Triliun

2020 “The Fastest Growing Fund Manager” & The Outstanding Fund Manager in Millennial Segment”

Best of Best Awards 2020:

• Best Bond Manager
• Fintech Innovation in Asset Management
• CEO of The Year: Fajar R. Hidayat

2020 Gold Champion:

• Best Money Market Fund Product “Syailendra Dana Kas” Category 3 Years AUM > IDR 500 Bio
• Best Fixed Income Product “Syailendra Pendapatan Tetap Premium” Category 3 Years
AUM < IDR 100 Billion
Silver Champion:
• Best Equity Product “Syailendra Equity BUMN Plus” Category 3 years AUM IDR 300 B – 1 T

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Industry Recognition and Awards
Our Achievement

2019 Reksadana Saham Terbaik: “Syailendra Equity Opportunity Fund” Periode 10 tahun dengan
Aset Rp 500 miliar – 1 trilliun”

5-Star Rating: “Syailendra Dana Ekuitas Plus”, “Syailendra Equity Momentum Fund” dan
“Syailendra Pendapatan Tetap Premium”

2018 Silver Champion: Best Money Market Asset Managers Category AUM > 500 Billiion

2017 Gold Champion:

Best Conventional Equity Fund “Syailendra Equity Opportunity Fund” Category 1 Year
AUM IDR 300 Bio - 1 T
Silver Champion:
• Best Fixed Income Fund “Syailendra Fixed Income Fund” Category 1 Year AUM IDR 25 - 60 Bio
• Best Money Market Fund “Syailendra Dana Kas” Category 1 Year AUM > IDR 400 Bio
• Best Balanced Fund “Syailendra Balanced Opportunity Fund” Category 1 Year
AUM IDR 50 - 120 Bio

Best Money Market Fund 1 Year Category “Syailendra Dana Kas”

2015 Best Fixed Income Fund 2015: “Syailendra Fixed Income Fund”

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AUM Category by Fund Type
Our Product Portfolio (As of December 2021)

Syailendra’s AUM is well diversified and largely made up of Capital Protected Funds, followed by Equity Funds, Money Market Funds, Balanced
Funds, Limited Participation Funds (RDPT), and Index Funds. Currently, Syailendra is the major player in RDPT products.

Equity Funds Capital Protected Funds

AUM Rp3,712.55 B (15.08%) AUM Rp7,677.75 B (31.18%)

Money Market Funds Limited Participation Funds

AUM Rp6,350.41 B (25.79%) AUM Rp1,208.60 B (4.91%)

TOTAL AUM Rp24,662.04 B

Fixed Income Funds Discretionary Funds
AUM Rp1,925.37 B (7.82%) AUM Rp753.81 B (3.06%)

Balanced Funds ETF Funds Index Funds

AUM Rp1,728.45 B (7.02%) AUM Rp1.81 B (0.01%) AUM Rp1,263.28 B (5.13%)

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Distribution Channels
Strong and diversified distribution channel
Besides direct channel, Syailendra Capital also market its products through indirect channels with a collaboration with banks, securities, and
online mutual fund agents.

DIRECT CHANNEL INDIRECT CHANNEL

Bank Securitas
Syailendra Retail &
Institutional Sales
Representative

Market Place & Fintech

Digital Payment

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Partnership and Collaboration
Digital transformation

Digital Distribution Adaptation Innovative Product Development

Tokopedia and OVO have chosen Syailendra Capital to

collaborate with a mission in democratizing investment
product for retail investors in Indonesia

Syailendra Dana Kas is the only money market fund Mutual Fund Product
product in Tokopedia with an Extra Benefit of Life Insurance
ICU and inpatient hospital Death benefit based on
payments up to Investment amount up to
Syailendra OVO Bareksa Tunai Likuid will also IDR 1.600.000 IDR 500.000.000
be the only sharia money market fund product in OVO

In 2020, Syailendra Capital managed to attract more

than 190,000 retail investors through Tokopedia*

* As of December 2020

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Our Clients
List of Clients

10
Our People
Board of Commissioners
Jos Parengkuan
President Commissioner
Jos Parengkuan is the founder of the company
and was appointed as president commissioners
since September 2016. Previously he was the
president director of the company (2006 – Sept
2016). He has 31 years of experience in the
capital markets, encompassing equity research,
investment banking and fund management. A
graduate of City University Business School in
London, Jos began his career with Citibank
Jakarta before joining Lippo Securities as a
research analyst. He later joined Danareksa,
Indonesia's leading investment banking firm in
1999, and established their wealth Management
division in mid-2003.
Roy Himawan
Commisioner
Roy Himawan is the co-founder of the
company and was appointed as
commissioners since September 2016.
Previously he was the managing director of
the company (2006 – Sept 2016). He has 26
years of experience in capital markets, mostly
in retail Equity Sales. He began his career in
1995 with Lippo Securities, before moving to
Trimegah Securities, Indonesia's most
successful retail brokerage house, where he
managed a large equity sales force team for 6
years.
David Tanuari
Commisioner
David Tanuri has more than 31 years of
experiences in capital markets and funds
management. A bachelore in Political Science
graduate of Trisakti University, Indonesian,
David began his career with PT Trimegah
Securities before joining Syailendra.
Compa ny Profile | 11
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 Our People
Board of Directors
Fajar R. Hidayat
CEO
Joined the company in August 2016
and was appointed as President
Director (CEO) of the company in
September. He has more than 26 years
of experiences in the capital market
(10 years in stockbroking & 16 years
in asset management industry). Key
positions prior to joining include: Chief
Executive Officer (CEO) of PT CIMB
Principal Asset Management (2014 –
June 2016), Chief Investment Officer
(CIO) of PT CIMB Principal Asset
Management (2012-2013), Investment
Director at Trimegah Asset
Management (2010-2012), Portfolio
manager & Head Asset Management
at Trimegah Securities (2005-2010) and
Head of Research at Trimegah
Securities (2000 – 2005).
Gunanta Afrima
COO
Joined the company in August 2016
and was appointed as Chief
Operating Officer of the company
in September. He has over 24 years
of experienced in the capital
market (9 years in debt fixed
income and 15 years in the asset
management industry).
Key positions before joining
include: Chief Operating Officer at
PT CIMB Principal Asset
Management (Operation, Finance
and Product) – (2012-June 2016).
Before that he serves as
Commissioner of PT Insight
Investments Management and
Director of the same company.
Harnugama
CMO
Joined the company in 2015,
currently Harnugama is the Chief
Marketing Officer (CMO) of
Syailendra Capital. He has over 28
years of experience in the financial
and capital markets. He graduated
from Padjajaran University before
commencing a career at Bank of
Indonesia. After 4 years, he joined
Bank PDFCI, and 3 years later he
moved to Bank Danamon. Gama
was there for 7 years before
furthering his career at Danareksa
Persero for 8 years with last
position as senior VP
Ahmad Solihin
CIO
Joined the company in July
2018, and was appointed as
Chief Investment Officer (CIO)
in August. He has over 24 years
of experience in the capital
market. Graduated from KU
Leuven, Belgium in 2000. He
started his career at DBS
Vickers for 2 years, later he
moved to Macquaries Securities
for another 2 years. He was Co-
Head research at Mandiri
Securities for 1,5 years then
moved to CLSA for 2 years. His
last position was Head of Equity
research at BNP Paribas for 8
years (2010- June 2018).
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Section

02
Marketing Activities &
Media Coverage

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Marketing Assets
Syailendra Capital
Social Media

13.6k 3.2k 8.2k 2.4k

followers followers subscribers followers

Marketing Tools

Podcast Market Insight and Monthly Bulletin Product Focus Market Outlook

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Owned Media Analysis
YouTube: Syailendra Capital

YO! Inves Program Launching Syailendra Talks (Webinar)

SPOD
Product Interactive Video

Market Outlook Video

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SPOD Market Edition

EPS 01
Episode perdana SPOD yang menghadirkan
tokoh legendaris di pasar modal Indonesia,
yaitu Lo Kheng Hong yang dikenal sebagai
Warren Buffet Indonesia dan Jos Parengkuan,
salah satu top analyst yang merupakan founder
PT Syailendra Capital.

EPS 02
Episode #2 SPOD: menghadirkan guest EPS 03
speaker Michael Pranata, Head of Research
dari Syailendra Capital dan Heriyanto Irawan, Episode #3 SPOD: menghadirkan guest speaker
Managing Partner juga salah satu pendiri Timothy Ronald, Co-founder Ternak Uang & Co-
Verdhana Sekuritas salah satu broker asing owner Bumi Borneo Basketball.
teraktif di tanah air.

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Media Coverage

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Collaborative Digital Footprint (2)
We also create our brand preposition through online channel
A Exclusive Partnership with Online Market Place B Exclusive Partnership with Digital Wallet

STAGE 1 STAGE 2 STAGE 1 STAGE 2

User Merchant User

STAGE 3
Direct Auto
Auto Sweep Feature
Transaction Sweep

` `

Syailendra Sharia
Syailendra Dana Kas
Money Market Fund

Went Live Future Initiative Went Live Future Initiative

Tokopedia is exclusively partnering with Syailendra Capital to be OVO has chosen Syailendra Capital to collaborate with a mission to
the pioneer in democratizing investment product through market pull together its capabilities in the digital landscape in capturing
place for retail investors in Indonesia. the growing demand for investment product

At Stage 1, This partnership enables Syailendra Capital to penetrate The first stage of this partnership enables Syailendra Capital to
its money market product to 91 mio of Tokopedia Users and also expand its digital presence through more than 115 mio of OVO
7.2 mio of Tokopedia Merchants at Stage 2 users

More seamless digital features that allows both user and merchant In the long run, OVO and Syailendra are aiming to develop digital
to convert their idle money as their investment portfolio will be feature that enables users to allocate their balance directly to
developed soon as Stage 3 of this partnership their investment portfolio

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Section

03
Syailendra Capital’s Digital
Business

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YO! Inves
Satu aplikasi dengan pilihan reksa dana terbaik

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 A Smarter Way To Live Better

Why YO! Inves

1. Goals Planner

2. Robo Advisor

3. Smooth Experience

4. Innovative
Investment Product

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 A Smarter Way To Live Better

Goals Planner
How to use Goals Planner
Tentukan profil Robo Advisor akan memberikan Mulai Investasi, jangan
risiko kamu rekomendasi produk reksa dana lupa untuk aktifkan fitur
yang cocok untuk kamu Investasi Berkala

Fitur Goals Planner di YO! Inves

didukung oleh teknologi robo 1 4 5
advisor yang akan membuat
langkah kamu lebih mudah dalam
mewujudkan #GoalsKamu. 2 3 6

Tentukan #GoalsKamu Modifikasi #GoalsKamu Wujudkan #GoalsKamu

melalui fitur Goals (Tentukan perkiraan biaya yang dengankonsisten investasi
Planner dibutuhkan dan waktu untuk secara berkala
mewujudkan impian)

Choose Your Goals Rencana Pendidikan Pensiun Sejahtera Perjalanan Ibadah

Rencana Menikah Beli Rumah Liburan

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YO! Inves
Satu aplikasi dengan pilihan reksa dana terbaik

23
24
Section

04
Collaboration

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Interactive Events with Syailendra’s Experts
Covering Financial Planning, basic and advanced investment, and Mutual Funds 101

How it Works Benefit for You

Webinar diselenggarakan secara gratis dan terbuka untuk
followers komunitas anda
Pendaftar webinar wajib mengisi form pendaftaran dan
registrasi akun YO! Inves dengan kode marketing khusus
Syailendra Capital akan menyediakan materi, narasumber,
giveaway, e-flyer, virtual background, link pendaftaran dan
webinar
Community owner akan menjadi MC/moderator pada
acara, dan
Exposure. Dengan me-repost flyer yang sudah di tag ke akun
@reksadana.syailendra, disimpan di highlight hingga webinar
selesai
Fee sebesar Rp20.000 yang dikalikan dengan total registrasi
akun (untuk komunitas)
Saldo reksa dana Rp25.000 dalam bentuk unit reksa dana
(untuk masing-masing orang yang registrasi akun dengan
kode marketing anda)

Bertanggung jawab untuk mengumpulkan minimal 50 peserta

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PT Syailendra Capital

District 8 Treasury Tower

39th Fl Unit 39A, SCBD Lot 28
Jl. Jend. Sudirman Kav. 52-53
Jakarta 12190
P. : +62 21 51400888
F. : +62 21 51400967

www.syailendracapital.com

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 Disclaimer

This document is prepared by PT Syailendra Capital (“Syailendra”) and is being supplied to you on a strictly
confidential basis solely for your information and is made strictly on the basis that it will remain confidential.
Accordingly, this document and its contents may not be reproduced, redistributed, transmitted or passed on, directly
or indirectly, to any other person or published, in whole or in part, for any purpose.

The information contained in this document does not constitute an offer to sell securities or the solicitation of an offer
to buy, or recommendation for investment in, any securities in any jurisdiction. The information in this document is not
intended as financial advice and is only intended for professionals with appropriate investment knowledge who can be
classified as a ‘Professional Client’ under the Rules & Regulations of the appropriate financial authority. Moreover, none
of the documents are intended as a prospectus within the meaning of the applicable laws of any jurisdiction and none
of the documents are directed to any person in any country in which the distribution of such presentation is unlawful.

This document provides general information only. The information and opinions in the document constitute
a judgment as at the date indicated and are subject to change without notice. The information may therefore not be
accurate or current. The information and opinions contained in this document have been compiled or arrived at from
sources believed to be reliable in good faith, but no representation or warranty, express, or implied, is made by
Syailendra, as to their accuracy, completeness or correctness and Syailendra does also not warrant that the information
is up to date. Moreover, you should be aware of the fact that investments in undertakings, securities or other financial
instruments involve risks. Past results do not guarantee future performance. Syailendra accepts no liability for any loss
arising from the use of material presented in this presentation.

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