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UTI ASSET MANAGEMENT COMPANY LIMITED

FINANCIAL STATEMENTS OF SUBSIDIARY COMPANIES

CONSOLIDATED FINANCIAL STATEMENTS OF UTI ASSET MANAGEMENT COMPANY LIMITED

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DRIVEN BY CONVICTION OF EXPERIENCE AND EXPERTISE

We are a professionally managed Asset Management Company backed by an eminent Board of Directors and a vastly experienced senior management team.

UTI AMC, as a team, is guided by the vision of a senior management team with profound market knowledge and experience. The know-how of our senior management team helps us identify and capitalise on strategic opportunities and respond to the changing industry, macroeconomic and regulatory dynamics in India. Our track record of managing money over multiple market cycles is a true testimony to the same. We follow a disciplined and rigorous investment process, strongly supported by our in-house fundamental research, a databased framework for portfolio construction and internal risk management processes.

Our investment performance is backed by our experienced and professional 44-member investment team, with a 700+ years of cumulative experience across Domestic Mutual Fund, PMS, Retirement Solutions, Alternate Business and Offshore businesses.

Team Strength

44Investment
Team

20Domestic Equity
MF Management
Team

12Domestic Fixed
Income MF Team

6PMS Investment
Team

4RSL Investment
Team

2Offshore Fund
Management
Team

Inputs Outcomes Capitals Impacted Stakeholders Impacted
44
Fund management team

700+ Cumulative years
of experience

Different skill sets and
backgrounds

Periodic review of fund
performance
Robust fund management
strategies

Better and faster decisionmaking
Service
Intellectual
Customers
Employees

We have various protocols to refine the performance review processes for our fund managers and research analysts. This helps us optimise the performance of the team and incorporate best practices. Our rigorous investment research process takes into account both qualitative and quantitative factors. The process includes rating systems and proprietary research methodologies that emphasise risk and performance through comprehensive review procedures, driving investment decisions. We have also implemented a next-generation front-end trading system, Bloomberg Asset and Investment Manager. This implementation will help us improve our trade execution by providing a more responsive, agile and efficient interface for our dealing operations, thereby, helping us simplify risks and compliance monitoring.

In our endeavour to deliver investment outperformance against benchmarks and competitors, we follow a disciplined and rigorous investment management process:

Equity Investment
Process
Fixed Income
Investment Process

Investment process

  • In-house research team
  • Proprietary framework - qualitative and quantitative
  • Portfolio construction data framework

Approach

  • Yield and duration management as key objective
  • Achieved through a combination of top-down and bottom-up approach

Diversity

  • Diversity of styles with discipline
  • Bound by the investment process
  • Risk guidelines

Research process

  • Takes qualitative and quantitative factors into account along with proprietary ratings and research methodologies
  • Arrives at a universe of issuers in which to invest

Team culture

  • Experienced and professional team
  • Emphasis on collaboration
  • Interactive process – formal and informal

Construct

  • Portfolio constructed in the light of investment objectives and investment strategies
  • Emphasis on risk, diversification and performance

Performance measurement

  • Based on the performance of the fund against benchmark and peers over different periods

Review

  • Comprehensive review mechanism
  • Supports the investment and divestment decisions of fund managers

Going ahead, through our focus on better talent recognition, we intend to invest in the human and organisational resources needed to increase the number of companies covered by our in-house research team. We strive to strengthen our fund strategies further. This will enable us to increase our AUM and facilitate new product launches.