Page 11 - Maybank Private Pitch Book

Group Wealth Management Asset Allocation Process

In Maybank Group Wealth Management, a Regional Asset Allocation Committee comprising of the asset class

specialists and Investment Consultants come together on quarterly basis to determine the asset allocation

calls. Our asset allocation model provides fundamentals for strategic and tactical calls to allow diversification

and active management.

We source External News + Maybank Kim Eng + External Research
from the best Sources Research Database

Regional Asset Allocation Committee

Regional Regional Regional Regional
Funds Fixed Income Equity Global Markets
Structured Specialists Specialists Specialists FX Specialists
Asset

Allocation
Approach Quarterly Regional Asset Allocation Output

Group Wealth Management Malaysia Investment Product Committee

Strategic &
Tactical Calls Weekly Weekly Weekly Weekly Weekly
Fixed
based on Fund Income Equity Structured FX / DCI
Product
Asset Allocation Ideas Ideas Ideas Ideas Ideas
Output