Asset Management Proposal Template for Indonesia

1. ESG Integration: Details of environmental, social, and governance considerations in investment process - include if client has specific ESG requirements

2. Customization Options: Available options for tailoring the investment strategy - include for larger institutional clients

3. Transition Plan: Proposed approach for transitioning existing portfolio - include if client has existing investments to be transferred

4. Securities Lending Program: Details of securities lending capabilities - include if relevant to client's investment objectives

5. Currency Hedging Strategy: Approach to managing currency risk - include for international investment mandates

1. Schedule A - Investment Guidelines: Detailed investment restrictions, limits, and permitted instruments

2. Schedule B - Fee Schedule: Detailed breakdown of all fees, expenses, and calculation methodologies

3. Schedule C - Performance Report Template: Sample format of regular performance and portfolio reports

4. Schedule D - Service Level Agreement: Specific commitments on reporting frequency, response times, and service standards

5. Appendix 1 - Key Personnel Biographies: Detailed profiles of key investment and relationship management team members

6. Appendix 2 - Risk Disclosures: Comprehensive risk warnings and disclaimers as required by OJK regulations

7. Appendix 3 - Compliance Certifications: Copies of relevant licenses and regulatory certifications