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INNOTECH- Strictly Confidential -
INNOTECH ASSET MANAGEMENT
Company Profi le
T h e R i s e o f W e a l t h I n n o v a t i o n
1 0 . 2 0 1 9
INNOTECH
BACKGROUND
2
Licenses
1.Licenses under the Securities & Exchange Act B.E.2535
Mutual Fund Management no. 0009/2549
Private Fund Management no. 0008/2550
2.License under the Derivatives Act B.E.2546
Derivatives Fund Manager no. 0009/2550
Registered Capital
THB 112,700,000 million (as end of 26 September 2019)
Shareholder
Seamico Securities Public Company Limited (ZMICO) 100%
INNOTECH
VISION.MISSION.OBJECTIVE
3
Vision
The most admire and innovate investment management company in ASEAN
Mission
To deliver innovate funds and services to maximize customer’s wealth.To bring inspiration and digitalization to enhance customer intimacy through the best customer experience.To have our people act with honesty, dignity and integrity to customers in a professional and ethical manner at all times.To build win-win benefits to all stakeholders.
Objective
Best effort to act on behalf of set-aside unitholders to ask for repayment from default BE issuer.Asset Under Management (AUM) over THB 10,000 million within year 2020.Profit turnaround within year 2020.Asset management or fund award by recognize organization within 3 years.
INNOTECH
CORE VALUES
4
Integrity
We put the interests of our clients first, making their goals our goals. This is our ethical and professional obligation – and the right way to act. Our team is dedicated in best serving clients and never taking for granted the trust they place in us. Integrity is at the core of our investment process, client relationships and everything we do.
Passion
We strive to exceed our clients’ expectations, and care deeply about the results of our efforts. We embrace every challenge with energy, thought and resolve. Essentially, we feel most passionate about what we do every day – helping our clients face their financial future with confidence and peace of mind.
Innovation
we constantly seek to harness our deep knowledge and understanding of the market we operate within to originate new and innovative investment vehicles that have the potential to disrupt markets and create competitive advantage for our clients enhancing their wealth.
INNOTECH
ORGANIZATION CHART
Board of Directors
Executive Committee: EXCOMRisk Management Committee: RMC
Compliance and Internal AuditSombat Vithayavatcharoen
(ZMICO)
Risk ManagementNarumon Likitdamrongchai
Marketing GroupSupaporn Moopayak
Investment GroupAnapat Wanuschaiyapruk
Operating GroupChanita Disyathawin
Outsource
Audit CommitteeZMICO Audit Committee
Managing DirectorSurashate Sriwattanakulwong
• Mutual Fund & Private Fund Marketing
• Marketing and Selling Agent Support
• Business and ProductDevelopment
• Fund Management
• Assistant Fund Management• Fund Operation and Accounting• Fund Registrar• Information Technology• Legal and Administration
Finance and Accounting
Human Resource
Investment CommitteeProduct and Marketing
Committee
REIT Management GroupPichai Chainarongloka
• REIT Manager
(Current)
(Current)
5
INNOTECH
MILESTONES
Established as “Seamico Asset Management”
Changed the name to “Solaris Asset Management”
Rebranded to“Innotech Asset Management”
First fund launched
License has been reactivated & new website launched
28 Jun 2006 26 Apr 2012 25 Sep 2018 Oct 2018 4Q 2019
Recruit new team, reactivating license with
the SEC, auditing and review working process.
Aug 2019 Oct 2019
Ready for fundconnext &
streming for fund
6
INNOTECH
BOARD OF DIRECTORS
7
1. Pannee Sathavarodom Chairman of the Board of Director
2. Vipa Patanavanichkul Executive Director and Chairman of the Executive Board
3. Pichai Yimjaipoonsup Executive Director
4. Somporn Sasiroj Executive Director
5. Chaipatr Srivisarvacha Director
6. Peter John Emblin Director
7. Vuthichai Tumasaroj Director
8. Surashate Sriwattanakulwong Managing Director
INNOTECH
KEY PERSONS
“Total 20 professionals and 80% of them were newly recruited”
Surashate SriwattanakulwongManaging Director / CEO14 years experiences in financial industry9 years experiences as fund manager
Working experiences: proprietary trader, derivatives sales trader, assistant fund manager, fund manager
Pattarawan TritanipakulFund Manager11 years experiences in financial industry3 years experiences as fund manager5 years experiences as risk management
Working experiences: credit analysts, risk manager, assistant fund manager, fund manager
Chanita DisayathawinChief Operating Officer (COO)26 years working experiences 15 years experiences as back office in financial industry8 years experiences as fund operations
Working experiences: general manager, securities settlement, finance and accounting, etc.
Anapat WanuschaiyaprukChief Investment Officer (CIO)13 years experiences in financial industry6 years experiences as senior securities analyst3 years experiences as investment analyst4 years experiences as credit analyst
Ployrung SaejuengHead of Fund Operation and Accounting6 years experience as fund operations in asset management companies.
Surachest JitrapornpanHead of IT22 years experience as programmer14 years experience as IT in asset management company
Lalita JomtongHead of Business and Product Development13 years experiences in financial industry2 years experience as back office in financial industry
Supaporn MoopayakChief Marketing Officer (CMO)15 years experiences in financial industry7 years experience in asset management company
Narumon LikitdamrongchaiRisk Manager3 years experiences as assistant fund manager2 years experiences as programmer
Thiti YuengkraiLegal & Administration
8
INNOTECH
ASSET UNDER MANAGEMENT (AUM)
9
Equity Pro Long Term Equity (EP-LTF)
AUM as end of 25 September 2019: THB 19.68 million
The fund will invest in stocks listed in the SET/MAI not less than 65% of average NAV on a yearly basis. The fund may invest in derivatives for hedging purpose.
Innotech Equity Retirement Fund (I-EQRMF)
AUM as end of 25 September 2019: THB 5.87 million
THB 19.68 million
THB 5.87 million
INNOTECH
POSITIONING
11
UnconventionalConventional
Ch
ann
el Driven
Pro
du
ct Driven
KTAMNP 380 MB
NP/AUM 0.05%
BBLAMNP 1,227 MB
NP/AUM 0.14%KASSET
NP 2,628 MBNP/AUM 0.20%
SCBAMNP 1,149 MB
NP/AUM 0.08%
UOBAMNP 597 MB
NP/AUM 0.19%
KSAMNP 1,343 MB
NP/AUM 0.26%
MFCNP 143 MB
NP/AUM 0.03%TFUND
NP 426 MBNP/AUM 0.18%
TMBAMNP 390 MB
NP/AUM 0.09%
CIMB-PRINCIPALNP 70 MB
NP/AUM 0.06%
ONEAMNP 129 MB
NP/AUM 0.13%
PHATRA-AMNP 133 MB
NP/AUM 0.15%
TISCOAMNP 906 MB
NP/AUM 0.37%
LHFUNDNP 83 MB
NP/AUM 0.13%
ABERDEENNP 213 MB
NP/AUM 0.36%
ASSETFUNDNP 56 MB
NP/AUM 0.12%
“Boutique Asset Management”
INNOTECH
INNOTECH 12
“Powerful Application”
TOOLS
“Digital Marketing”
“Content Marketing”
“Story Telling”
“Transparent”
“E-Opening Account”
“E-Settlement and E-Trading”
INNOTECH
PRODUCTS PIPELINE
14
Foreign Investment Fund
Equity Trigger Fund
ESG Fund
Frontier Market Fund
Performance Fee Fund
AI / ALGO Fund
Private Fund
4Q19 1H2020 2H2020
Distressed Asset Fund
High Yield Bond Fund
Structured Product Fund
Foreign Investment Fund
Equity Trigger Fund
ESG Fund
Frontier Market Fund
Performance Fee Fund
AI / ALGO Fund
Private Fund
Hedge Fund
REIT
Derivatives Fund
Distressed Asset Fund
High Yield Bond Fund
Structured Product Fund
Foreign Investment Fund
Equity Trigger Fund
ESG Fund
Frontier Market Fund
Performance Fee Fund
AI / ALGO Fund
Private Fund
INNOTECH 15
How can we reach TARGET ?
1
Product driven
Differentiate products such as ESG funds, performance fee funds, frontier markets & CLMV funds, hedge fund (long-short), AI funds, Global-Local mixed high yield bond funds, etc.
2
New business model with partners
Partnership with FinTech and Investment Guru can bring their subscribers to be
our clients and sharing fees, win-win together. While other AMCs are branding bias.
3Aggressive incentive for salesperson
High front-end sharing to sales (75% up to 100%) and high trailing fee sharing.
4
Integrated Marketing Communication (OMNI Channel)
Product story telling is the key success factor of launching funds, Innotech will use marketing strategies to lead business which different from our AMC competitors.