IBB GLOBAL FINANCIAL SERVICES Emerging Beneficial Usage of Impact Investment As neither IBB International Holdings Limited nor its representatives did a full needs analysis in respect of a particular investor, the investor understands that there may be limitations on the appropriateness of any information in this document with regard to the investor s unique objectives, financial situation and particular needs. The information and content of this document are intended to be for information purposes only and IBB does not guarantee the suitability or potential value of any information contained herein. IBB Holdings does not expressly or by implication propose that the products or services offered in this document are appropriate to the particular investment objectives or needs of any existing or prospective client. Potential investors are advised to seek independent advice from an authorized financial adviser in this regard. Innovative Financing For Development.
Introduction About the IBB Impact Investing We strive to be a distinctive private equity and asset manager, driven by commitment to our core impact investing philosophies. IBB Private Equity is a global, mission-oriented fund. Although there are no limits to where we invest, our primary focus is projects located in, or with particular application to, emerging and frontier markets. We believe that everyone has the right to access and share news and information this right is critical to developing and sustaining open societies.
IBB Private Equity GLOBAL FUND WITH FOCUS ON EMERGING MARKETS When making our investment decisions we don t simply assess financial returns. We also take into account how our investees can help solve some of the critical challenges facing the increasing concern of sustainability investment. World majority: One in every six people in the world is Indian and one in five is Chinese. Developing economies make up 84% of the world s population. Implications Source: World Bank This philosophy enables us to invest in projects with moderate scaling opportunities if they are likely to have a high impact on sustaining news businesses or building open societies. Source: United Nations
Our belief There is no one size fits all investment solution for clients. Today, investing and societal concerns intersect at more points than ever before. Based on our experience in integrating environmental, social, and governance (ESC) criteria into our investment process, we recognize that investment opportunities can be enhanced through responsible corporate citizenship and governance practices. Our approach requires a thorough understanding of a company s fundamentals Its proprietorship, locality, performance, disclosures and impact. Objective The primary objective of the IBB Renewable Sustainable Markets Capability is to achieve medium to long term capital growth. We pursue this objective by investing in potential listing renewable securities operating in emerging markets, with a focus in Asia. Investment Philosophy Our objective is to generate superior long-term risk adjusted returns based on thorough fundamental research. We believe that markets are not efficient. These inefficiencies provide opportunities that can be actively exploited to generate enhanced returns by employing our extensive experience, resources and expertise. We aim to maximize returns by identifying diverse opportunities that are expected to drive outperformance. Disciplined IBB proprietary research, diversification and risk management processes enable us to take advantage of these inefficiencies and better positions us to outperform relative to our peers and benchmarks. Investment Risk Management The approach to investment risk at IBB is proactive, which means being prepared for unlikely events and learning from market crises. This applies to both market risk and non-market risks such as counterparty, operational, leverage and liquidity. Risk is the responsibility of the portfolio manager and is integrated into the investment team s decision-making process. The management team is responsible for the monitoring and measuring of investment risks and the implementation of internal risk controls consistent with their risk appetite, investment philosophy and process. Performance attribution is assessed and calculated independently by a dedicated performance team, including risk numbers, such as information ratio, tracking error (ex-post) and volatility. Based on the market research model from Bloomberg, which has functionality calculating the Value at Risk (VAR), and apply Emerging Market Factor Models. The team aims to manage ex-post tracking error of between 1% and 7% and to achieve portfolio volatility that is lower than benchmark. The responsibility for operational risk lies with the IBB Compliance Team. The management team s oversight functions ensure independence, clear accountability and enable portfolio managers to improve their investment process. The risk management framework is aligned with the investment objectives and investment horizon; and tackles multiple aspects of risk, not limited to a single measure such as tracking error. Furthermore, an effective, integrated risk framework measures, monitors and manages exposures to economic and fundamental drivers of risk and return across asset classes in order to avoid the overexposure to any one risk factor.
Portfolio Analytics, Risk and Implementation The Portfolio Analytics, Risk and Implementation Team at IBB provides an oversight function via a consistent and unbiased process for evaluating investment risks. The objective of the Team is to verify that portfolio managers are investing in line with their investment philosophy and within risk limits. The team monitors and manages the following investments risks: Љ Credit Љ Liquidity Љ Derivatives Љ Market concentration; and Љ Investment risk The objective of the team is to quantify, decompose, evaluate and communicate both benchmark and peer relative risk and return. The function of the investment management Team complements that of the Compliance Team who ensure that the investment management team operates within client-specified guidelines and regulatory limits. There are three components to IBB s risk management framework, all of which are essential. Risk measurement means having the right tools to measure risk accurately. Risk monitoring means observing the risk measures on a regular and timely basis. Risk-adjusted investment management means using the information from the measurement and monitoring of risks in order to ensure that the portfolio management process is aligned with expectations of risk and risk tolerance. Moreover, each component is interdependent and should be aligned with our clients investment objectives. This interconnectedness is essential for a robust risk management framework at IBB and for the investment process to be fully aligned and integrated. Broader risk management Compliance and investment risk management are the cornerstones of our business. To this end, we have robust risk management, compliance and governance structures. Our highly experienced middle office consists of Compliance, Legal, and Risk Management, which provide systems and processes to ensure that mandate compliance is monitored. Our robust systems are designed to ensure that our organization operates efficiently at all times. Insurance policies for professional indemnity as well as directors and officers liability are in place, through Asset Assurance Fund Bermuda. Impact Investing Fund 1. Thriving lives and livelihoods: Alleviating Poverty in Emerging Market, Microfinance Opportunity in Developing Countries 2. Governance for sustainable societies: World Trade Finance Market, Malaysia Muhibbah Development Fund 3. Universal clean energy: Energy Efficiency Market in China 4. Healthy and productive ecosystems: Renewable Squalene from Algae 5. Food Security Sector: Strategic Agricultural Joint Collaboration & Entrepreneurship Development ASEAN Food Hub For more information on the fund, please contact info@ibbholdings.com
Trade Finance Global Trade Finance From traditional trade products to bespoke finance solutions we can assist your import and export activity and help maximise your international and domestic trading potential while improving cashflow. Import Letters of Credit Export Letters of Credit Standby Letters of Credit Structured Trade Finance Bankers' Acceptance Is it right for you? Trading overseas can be profitable, but it also involves risk. Exporters must ensure they are paid for the goods they provide and importers must receive the goods they have paid for. We can offer a range of Trade Finance solutions to help you manage risks, negotiate credit terms, win business and trade confidently. You can benefit from the expertise of our experienced Trade specialists based in Asia and overseas. We understand the importance of international Trade Finance in both reducing pressure on your cashflow and in enhancing your ability to trade globally. Our products can help achieve both these aims How it supports your business Enables you to quickly receive payments for your exports or make payments for your imports Offers you the ability to potentially enhance your negotiating position with your trading partner The funding period can be based on your individual trading needs
Our People Executive leadership Dr. Chutamas Vongvorakit Expertise: Asset Management, Venture Capital Management, Private Equity, Trade Financing Dr. Chutamas Vongravakit is a pioneer in providing innovative business solutions that help build and scale profitable and sustainable enterprises dedicated to social and environmental change. Owns, Partners, Manages and Consults a wide spectrum of international businesses and clients, with a startling combined gross net worth of USD 37 Billion. 20 Years Hands on Experience in Asset Management, Venture Capital Management, Investment Banking, Private Equity, Trade Financing, Private Banking and Government Relations. Founding Partner in Asia International Financial Industry under the Banner of Anametrics Group, One Anametrics, IBB Holdings, Thai Commerce Asset Management, Marathon Capital Asset Management, and Green Globe Energy Group. Senior Executive leadership Dr. Steven Hensen Expertise: Asset Management, Venture Capital Management, Private Equity, Trade Financing Dr. Steven is involved in all aspects of the investing and portfolio management process. He brings 30 years of venture investing and renewable technology operating and management experience. His breadth and depth of expertise includes strategic acquisitions, start-ups, marketing business development and technical services, capital raising, preparations for IPO, and venture capital. He is also the Executive Director and Fund Manager for General Equity Asset Builder No.1 Fund. A special purpose fund designed to facilitate financial and trade credit activities. The fund Net Asset Value is USD $5,482,427,000.00. Along his VC Fund Management, Dr. Steven supports global business that provides solar and wind power plants, solar-powered vehicles and motorbikes, and other alternative energy solutions and funding. Dr. Steven also set up the impact investing fund for Asia renewable energy to initiate alternative energy strategies.
Our People AREA: ALTERNATIVE BANKING, BUILDING SOCIETY, CORPORATE FINANCE, M&A, PRIVATE EQUITY C.K. Low Group Executive VP A seasoned business professional who enjoyed success in Corporate Finance, M&A, private equity, and private placements in fields including Mining, Manufacturing, Renewable Energy, Petroleum, and Agriculture. Mr. Low has organized viable takeover of companies with venture capitalist, private equities and direct investments. His primary objective is to achieve above average capital gains for his shareholders, deriving from expanding international activities through strategic partnerships armed with an aggressive management team. AREA: IMPACT INVESTMENT, PRIVATE EQUITY FUND, PRIVATE VENTURE CAPITAL, PRE IPO, CORPORATE INTELLIGENCE Dennis Seah Executive VP / CEO Hands on approach in assisting multinational companies in their risk management aspect and market capitalization. His dynamic entrepreneurship and strategic leadership, Dennis has over 14 years of international business management experience and an in-depth knowledge of the Compliance, venture capital management and corporate intelligence from his hands-on working career in the USA, China, Japan and Malaysia. Currently Dennis is raising capital for private and public companies in Asia Pacific, and consulting ultra-high net worth individuals and corporations on sustainability project. Geoffrey J. Tegjeu VP Business Development Area: Private Equity, Investor Relations, Project Management, Trade Financing Ng Eng Keong VP Trade Finance Area: Actuarial Science, Trade Finance, Risk Management, Factoring, Trade Receivables Collin Ng VP Finance Area: Corporate Finance, Chartered Accountant, Forensic Audit, Risk Management Ailee Choo VP Market Intelligence Area: Pre IPO assessment, Listing Exercise, Risk Ratings, Forensic Audit, Risk Management Amie Jamali VP Investor Relations Area: Private Banking, Family of Funds, Investor Relations, Government Relations Innovative Financing For Development.
CONTACT US Investor Relations IBB International Holdings Ltd. info@ibbholdings.com www.ibbholdings.com