Showing posts with label IBK Asset Management. Show all posts
Showing posts with label IBK Asset Management. Show all posts

Thursday, November 20, 2014

Risk Management Process - IBK

Risk Management Process



Overview
Asset management is intrinsically a risky business for both the investors and the asset manager
Factors of increasing risk : Globalization, Volatile environment, More sophisticated products, Growth in trading activities
Request for high quality risk management process




Risk Monitoring 

 

Risk Identification

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Fixed Income Investment Process - IBK

 Investment Process

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All Investment Process - IBK

Index and Enhanced Index Fund Investment Process

 

 

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Management Process - IBK

Management Philosophy

Equity Investment Process  

Stock Selection Process

Stock Selection Process / Growth Stock

  • Focus in Peter Lynch's GARP Strategy, Use quarter/annual corporate earnings growth(EPS growth) as our key variable (William O'Neil), Analyze earnings estimates and long-term growth potentials through company visits. (Phillip Fisher)


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Company Summary - IBK

Company Summary


Vision and Strategy

 Organization Chart

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Risk Management Process

Company Summary
Overview
Asset management is intrinsically a risky business for both the investors and the asset manager
Factors of increasing risk : Globalization, Volatile environment, More sophisticated products, Growth in trading activities
Request for high quality risk management process
Risk Management Process : Risk Identification, Risk Assessment, Risk Action, Risk Monitoring, Risk Reporting

Risk Monitoring

Risk Management Structure
Multi-level Risk & Compliance Monitoring
Risk & Compliance Committee
Independent Audits and Reviews
Continuous Monitoring of Risks
Procedures & Processes
Straight Through Processing(STP) System
Defined procedures and manuals
Business Continuity Plan

Risk Identification

  • Bottom Up : Compliance Check, Internal Control Review → Reaction to dysfunctions
  • Top Down : Regulatory changes, IBK Group expertise, " Global/Industry Best Practices " → Anticipate the risks
Risk Assessment
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Fixed Income Investment

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All Investment Process

Index and Enhanced Index Fund investment Process

  • Constrain : KoreaExchangeIndex → Universe → Sampling → Optimization → Actual Basket → Trading → Monitering → Portfolio Analysis
  • Building Universe → Constructing Index Portfolio → Tracking Error control → Basket review → Monitoring Risk Factor → Performance Analysis and Rebalacing

Index and Enhanced Index Fund investment Process

  • Search for Investment Opportunity → Pilot Product → Review of Regulation → Launch & Monitor Fund
  • Daily · Weekly Meeting / Investment Committee
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Equity Investment Process

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Company Summary

CompanyIBK Asset Management Co.,Ltd.EstablishmentOctober 26, 2004
Paid-in CapitalKRW 20 BillionCEOYoung-Rae Joo
No. of Staff50Shareholdersndustrial Bank of Korea (100%)

IBK Asset Management is committed to enhance client's investments based on sophisticated management skills through the establishment of a credible asset management company.

Company Summary

    VISION AND STRATEGY STATEMENT: To pursue and be recognized as a credible investment export group by achieving constant and stable return rate. MISSION : Generation of return through combining value – added investment and team work

  • vision : IBK Asset Management is committed to enhance client's investment based on sophisticated management skills through the establishment of a credible asset management company.

Company Summarythis is Organization Chart. See below for references.

Philosohpy


Adding Trust to Our Customers ->Reliable & Sustainable Return
teamwork, growth value, confidence
Model Portfolio
Efficient decision making via collaboration between experienced PM and sector specialists.
Creating optimal Model Portfolio through harmonizing industry & market analysis.
Valuation Model
Invest in integrated portfolio comprised of growth & value focused stocks.
Implement quantitative, field-research based information into our corporate valuation model.
Independent Risk Management System
Risk management fitted to global standard, focused in our client's investment purpose.

Maintain independence and sustain credibility through proactive risk management.
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