Kasikorn Asset Management Co., Ltd. (KAsset) is highlighting three strategies to achieve its goal of becoming a leading Trusted Asset Manager in Thailand. The company aims to deliver the best investment products and services to its clients and partners, building a foundation for all work processes to create a sustainable investment future and targets an AUM growth to 2 trillion baht by 2027.

Mr. Win Phromphaet, CFA, Executive Chairman of Kasikorn Asset Management Co., Ltd. (KAsset), along with the KAsset executive team, announced their vision to become the Trusted Asset Manager, reinforcing their leadership in the industry as Thailand's number one trusted investor choice. This will be achieved through three key strategies: 1) Elevating Customer Experience through a Core & Satellite Portfolio management approach, providing clients with investment updates and insights to make confident decisions in any situation. 2) Collaboration and strengthening partnerships with Distributors & Partners, Kasikornbank and other selling agents to expand the customer base, while also joining forces with global business partners such as J.P. Morgan Asset Management and Lombard Odier to create new growth opportunities. 3) Productivity Enhancement by improving work efficiency through the implementation of advanced technologies like AI and Robotic Process Automation (RPA) to optimize work processes. KAsset aims to increase its AUM to 2 trillion baht within three years (2025-2027).

Mr. Win further stated that regarding the outstanding performance of the past year, KAsset has continued to reinforce its leadership in Thailand's mutual fund industry by maintaining its position as number one in terms of Assets Under Management (AUM) and having the highest proportion of funds rated 4 or 5 stars by Morningstar. This reflects KAsset's expertise in fund management and the commitment to generating strong returns for investors. Furthermore, KAsset has successfully expanded its customer base, with those building core investment portfolios increasing from 48,000 to 100,000 reflecting investor confidence in KAsset as an investment management expert.

"KAsset assesses that the global investment situation remains uncertain. The overall global economy, particularly in the United States, is showing signs of slowdown due to the Trump administration's policies, causing markets to return to a state of caution. However, the Fed is likely to pursue a more cautious monetary policy, with expectations of a 0.5% interest rate cut in mid-year and another cut in the second half of the year.

For the Thai economy this year, growth is expected to be within the range of 2.4-2.7%, which is close to last year's 2.5%. The decline in the Thai stock market is likely nearing its bottom, trading at a very low level compared to historical averages, with a Forward PER of 12.93 times, lower than the 5-year historical average of 15.88 times. However, investors should monitor short-term measures that will stimulate the Thai stock market. As for the Thai bond market, there is still a possibility that the Monetary Policy Committee (MPC) will reduce interest rates by another 0.25% this year. KAsset maintains a positive outlook on Thai bonds, expecting the 10-year Thai government bond yield to move within the range of 2.00-2.30%." said Mr. Win.

Given the volatile global market conditions, investors should prioritize diversification to reduce the risk of losses from investing in a single asset class and to increase the opportunity for returns in all market conditions. Investors are advised to allocate their investments into three parts: Part 1: Core Portfolio, focusing on long-term sustainable growth, with recommended funds such as K-WPBALANCED, K-WPSPEEDUP, and K-WPULTIMATE, accounting for approximately 70-80% of the portfolio. Part 2: Satellite Portfolio, focusing on short-term profit opportunities, with recommended funds such as K-GSELECT, K-USA, K-GTECH, K-VIETNAM, and K-PROPI, accounting for approximately 20% of the portfolio. Part 3: Liquidity, focusing on enhancing liquidity for higher returns than deposits while maintaining the ability to convert to cash within 1-2 business days, with recommended funds such as K-SF, K-SFPLUS, K-FIXED, and K-FIXEDPLUS, accounting for approximately 10% of the portfolio.

Mr. Win added that in the past year, KAsset had 89% of its investors using digital channels such as K PLUS and K-My Funds, and successfully acquired over 500,000 new customers across all channels (Source: KAsset as of December 31, 2024). KAsset's AUM is 1.61 trillion baht, comprising 1.19 trillion baht in the mutual fund business, 246 billion baht in the provident fund business, and 172 billion baht in the private fund business, maintaining its number one market share in the mutual fund industry (Source: AIMC as of December 31, 2024).

Investors are advised to study the product characteristics, return conditions and risks before deciding to invest.​