Session I

Providing Credible Asset Management for Takaful and Re-Takaful Operators

Noripah Kamso

Session I: 11 July 2012
Presentation: Asset Management for the Global Takaful Industry
Presented By: Datuk Noripah Kamso
Designation: Chief Executive, CIMB-Principal Islamic Asset Management

Asset Management for the Global Takaful Industry

Agenda:

Market Volatility: Friend or Foe?
- The bad news: We're in Volatile times & more are expected to come
- External Factors are driving Global Volatility
- The good news: There is hope!
- Common Answer to Address Volatility – DIVERSIFICATION!
- Diversification Simplified

Asset Diversification
- TYPICAL Conventional Insurance & Takaful Asset Allocation are similar
- Malaysian Insurers’ learnt Asset Allocation the hard way...
- Appropriate Asset Allocation provides the stability of returns
- Impact of Asset Allocation – Potential & Stability of Returns!

Geographical Diversification
- Case for GCC Takaful to consider diversifying geographical investments
- Moving forward, Increased interest in Emerging Markets & Bonds (or Sukuk)

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Humphrey Percy

Session I: 11 July 2012
Presentation: Liquidity and Asset Management Solu1ons for the Takaful Industry
Presented By: Humphrey Percy
Designation: CEO, BLME Plc

Liquidity and Asset Management Solu1ons for the Takaful Industry

Agenda:

- Asset Allocation - Asset Classes
- Products
- Solutions
- Money Market, Cash & Short Term Sukuk Funds
- Sukuk Funds
- Liquidity and Asst Management Solutions for The Takaful Industry

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Mark Watts

Session I: 11 July 2012
Presentation: Providing a Credible Sukuk Platform for Takaful Assets
Presented By: Mark Wats
Designation: CFA, Head of Fixed Income - Asset Management Group, National Bank of Abu Dhabi

Providing a Credible Sukuk Platform for Takaful Assets

Agenda:

- NBAD Asset Management Objectives
- NBAD Asset Management Group - Who are we?
- Our Shari'ah Credentials
- The current market - only part of the picture
- Creative destruction - a market positive
- An asset mix at odds with portfolio theory
- Our experience of Takaful companies
- Some likely reasons
- Can you do it better or cheaper yourself?
- Liquidity management - solving client problems
- What a good Sukuk asset manager should offer
- Proactive management - best value assessment
- Proactive management - Relative Value trade
- Sukuk represents a low risk solution
- Downside management is key
- Not all managers are equal
- NBAD Performances vs competitors
- Why active well resourced management is vital
- Key take aways

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Peter Dorward

Session I: 11 July 2012
Presentation: Shariah Compliant Equity Fund Management
Presented By: Peter Dorward
Designation: Head of Global Client Management, Scottish Widows Investment Partnership

Shariah Compliant Equity Fund Management

Agenda:

- It's all about performance…
- Will this continue?
- Why SWIP…
- Conclusion

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Saadat Khan

Session I: 11 July 2012
Presentation: Ethical Asset Management's Novel Equity Sukuk
Presented By: Saadat Khan
Designation: CEO, Ethical Asset Management

Ethical Asset Management's Novel Equity Sukuk

Agenda:

- Introduction to Ethical Asset Management (Ethical AM)
- Takaful Asset Management - Where are we now?
- Investment Options Available for Takaful Companies
- Rationale
- The Original Concept
- Sectors with potential
- Investment Strategy
- Debt Sukuk vs. Investment Sukuk
- Investment Strategy
- Investment Ethos
- What is needed to make it happen?
- Summary

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