BNI-AM Makes Index and ESG Mutual Funds Its Mainstay

Senin, 28 Juli 2025

BNI-AM Makes Index and ESG Mutual Funds Its Mainstay

JAKARTA, investortrust.id - PT BNI Asset Management (BNI AM) continues to strengthen its position as a professional, trusted, and regulatory-compliant investment manager. By implementing Good Corporate Governance (GCG) principles, BNI-AM consistently ensures that every investment product offered is relevant to market needs and complies with applicable regulations, ensuring customer security and convenience in transactions.

As part of its commitment to investor protection and compliance with Financial Services Authority (OJK) regulations, BNI-AM is reconsolidating its investment product portfolio in accordance with regulatory requirements.

One of the reconsolidation steps is the termination of the management of the BNI-AM Nusantara ETF MSCI Indonesia Equity Index (XBNI) Index Mutual Fund, which has met regulatory parameters regarding net asset value.

President Director of PT BNI Asset Management, Ari Adil, emphasized that this reconsolidation step is being taken to maintain regulatory compliance while strengthening investor integrity and trust.

"This decision is part of our commitment to continuously prioritize good governance and regulatory compliance. The entire process is conducted with the principle of transparency and always prioritizes investor protection," he said in an official statement received by investortrust.id on Friday (July 25, 2025).

BNI-AM remains optimistic about the prospects of the mutual fund industry and continues to innovate by presenting superior products that adapt to market dynamics and investor needs.

Several BNI-AM Index Fund products that can be tailored to investor needs include the BNI-AM Short Duration Bonds Index Class R1, a Fixed Income Index Fund that invests in short-term government bonds, suitable for investors with a short to medium investment horizon and a moderate risk profile.

In addition, BNI-AM has seven other stock-based index funds, one of which is the BNI-AM IDX-PEFINDO Prime Bank, which invests in 10 bank stocks with solid fundamentals and is suitable for investors with a medium to long investment horizon and a relatively high risk profile.

BNI-AM also offers mutual fund products that contribute to environmental and social issues, such as ESG (Environmental, Social, and Governance). BNI-AM SRI-KEHATI Class R1 is a stock index mutual fund with SRI-KEHATI as its benchmark index, developed in collaboration with the Indonesian Biodiversity Foundation (Yayasan KEHATI).

Companies in this index demonstrate strong performance in promoting sustainable business and demonstrate awareness of environmental, social, and good corporate governance, known as Sustainable and Responsible Investment (SRI).

Endowment Fund: Several mutual funds collaborate with universities and foundations in Indonesia. The purpose of endowment funds for universities is to support various strategic programs and expand the reach of these programs.

Meanwhile, for the Foundation, BNI-AM collaborates with the Dompet Dhuafa Foundation. Investors who invest in these mutual funds will receive a waqf, which will then be distributed to the Dompet Dhuafa Foundation, which will then be used to support various social, educational, health, religious, and economic empowerment programs to improve the welfare of the community, especially the underprivileged.

These mutual funds are BNI-AM UGM Progressive Balanced, BNI-AM Teakwood Kelas UNPAD IDAMAN, ITB Harmoni BNI-AM, BNI-AM Makara Investasi, and BNI-AM Dana Dompet Dhuafa.

BNI-AM is committed to continuously expanding access and education about quality investment products to support the sustainable growth of customer portfolios. BNI-AM's long-term commitment remains a market leader in the index mutual fund segment. By the end of June 2025, BNI-AM's index mutual fund assets reached IDR 1.5 trillion, or approximately 13% of the total managed assets of the Indonesian mutual fund industry's index mutual fund products.

Furthermore, BNI-AM also recorded a total mutual fund AUM of IDR 25.4 trillion and has collaborated with a total of 31 sales agents, including banks, securities companies, and fintech companies, to market its products. This demonstrates the company's commitment to combining strong governance with product innovation, enabling it to compete in the industry and remain relevant to dynamic market needs.

"Going forward, BNI-AM will continue to strengthen its position as a trusted investment manager through the development of superior products, the implementation of strict risk management, and services oriented towards investor satisfaction. With this commitment, BNI-AM is optimistic about providing long-term added value and supporting the sustainable growth of the Indonesian capital market," Ari concluded.