CORPORATE BRIEFING SESSION
FOR ANALYSTS & SHAREHOLDERS OF
JS INVESTMENTS LIMITED
Presentation Date: November 24, 2023
AGENDA
COMPANY PROFILE & OPERATING ENVIRONMENT
FINANCIALS
STRATEGIC & OPERATIONAL DEVELOPMENTS
QUESTION & ANSWER SESSION
2
CORPORATE PROFILE & OPERATING ENVIRONMENT
ABOUT US
BETTER INVESTMENTS, FOR A BETTER FUTURE
JS Investments Limited (JSIL) (estd. 1995) is Pakistan's oldest private sector Asset Management Company. Our founding partners were INVESCO PLC (formerly known as AMVESCAP PLC) - Europe's largest investment Management house & International Finance Corporation (IFC) - the private sector arm of the World Bank Group. JSIL is a subsidiary of JS Bank, one of the fastest growing banks in Pakistan, with a rapidly expanding network of 277 branches across the country.
JSIL offers a wide range of investment products, including Mutual Funds, Voluntary Pension Schemes, and Separately Managed Accounts (SMAs) to cater to the needs of individual and institutional investors.
The company has played a key role in defining the standards of the Asset Management Industry in Pakistan.
SECP licenses JSIL to provide "Asset Management", "Investment Advisory", "REIT Management", and "Private Equity and Venture Capital Fund Management" services. In addition, the Company also acts as Pension Fund Manager under the VPS Rule.
JSIL is a member of the Mutual Fund Association of Pakistan (MUFAP) and is listed on the Pakistan Stock Exchange Limited.
4
VISION & MISSION
MISSION
To establish a leadership position in bringing more investable asset classes and innovative products, while managing them with prudence and excellence.
VISION
To be the preferred choice of every investor, offering diverse and innovative investment solutions.
5
CORPORATE INFORMATION
BOARD OF DIRECTORS
Mr. Suleman Lalani | Chairman / Non-Executive Director |
Ms. Iffat Zehra Mankani | Chief Executive Officer |
Mr. Hasan Shahid | Non-Executive Director |
Mr. Mirza M. Sadeed Hassan Barlas | Non-Executive Director |
Mr. Atif Salim Malik | Non-Executive Director |
Ms. Aisha Fariel Salahuddin | Non-Executive Independent Director |
Ms. Mediha Kamal Afsar | Non-Executive Independent Director |
Mr. Farooq Ahmed Malik | Non-Executive Independent Director |
CHIEF EXECUTIVE OFFICER
Ms. Iffat Zehra Mankani
CHIEF OPERATING OFFICER & COMPANY SECRETARY
Mr. Muhammad Khawar Iqbal
CHIEF FINANCIAL OFFICER
Mr. Raheel Rehman
STATUTORY AUDITORS
M/s. KPMG Taseer Hadi & Co. Chartered Accountants
6
OUR LEGACY
1995 | 2002 | 2005 | 2007 | |||||||
Established as the First Private | Launched Pakistan's First Open | Introduced the First Asset | Became the first AMC to get | |||||||
Sector AMC of Pakistan | End Shariah Compliant Fund - | Allocation Fund - JS Aggressive | listed on Pakistan Stock | |||||||
JS Islamic Fund | Asset Allocation Fund | Exchange | ||||||||
1997 | 2004 | 2006 |
Launched Pakistan's First | Launched Abamco Composite | Introduced the First Index Fund |
Balanced Fund - Unit Trust of | Fund - The Largest Closed End | - JS KSE 30 Index Fund |
Pakistan (UTP) | Fund |
2007 | 2015 | 2021 | 2022 | ||||
Launched the First Capital | Announced First Buy Back of its | Merger of JS Value Fund with | Introduced the First Smart Beta | ||||
Protected Fund | shares | and into JS Growth Fund | ETF, | ||||
JS Momentum | Factor ETF | ||||||
2015 | 2017 | 2021 | ||||||||||||||||||||||||
Merger of JSAAAF & JS KSE 30 | Launched Mobile App & Web | Launched Sahulat Sarmayakari | ||||||||||||||||||||||||
with and into JS Large Cap Fund | Portal for online transactions | Account for online account | ||||||||||||||||||||||||
(JSLCF) | opening | |||||||||||||||||||||||||
2022 | 2022 | 2023 | 2023 | |||||||||||||||||||||||
Launched the first sector fund | Initiated partnership with 500 | Launched JS Money Market | Launched Digital Retirement | |||||||||||||||||||||||
JS Microfinance Sector Fund | Global for the launch of VC | Fund | Fund Management Solution | |||||||||||||||||||||||
Fund | ||||||||||||||||||||||||||
2022 | 2023 | 2023 | 2023 |
Launched JS Rental REIT Fund | Won Brands of the Year Award | Launch JS KPK Pension Fund | Launched JS Islamic Premium |
2022 in the category of Asset | (Conventional & Islamic) | Fund | |
Management Company. |
7
GROWTH IN JSIL'S CONSOLIDATED AUMS
(July 2021 - September 2023)
Total AUMs | AUMs excluding SMA/Advisory | |||
,
Our AUMs closed at PKR 72 bn as against Rs 45 bn last
year). On a quarter-end basis, AUMs are higher by
PKR 16 billion, depicting a growth of 40%.
Assets under management since July 2021 (27 months) have quadrupled, including advisory AUMs.
Post June 30, 2023, our AUMs have increased noticeably and went as high as Rs 78 billion (inclusive
,
of SMA), an increase of Rs 22 billion, which is 45%
versus industry growth of 12%. The industry stands at
Rs 1.8 trillion at the end of September 2023.
8
GROWTH IN THE NUMBER OF INVESTORS
Apart from the Zindigi platform that has added another 7k accounts this quarter (around 22.5k in 9M and around 40k since inception), we have also been
able to add 102 Sahulat accounts and 332 New Regular accounts in Q3-2023 (562 for 9M2023) .
Regular Clients
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Sahulat Clients
500 | 460 |
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250
200
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9
FINANCIALS
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JS Investments Ltd. published this content on 24 November 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 November 2023 04:19:07 UTC.