Weekly Insight

Fragile Momentum

27 July 2026

Global Markets Global markets trended lower throughout the week due to a sell off in chip and AI stocks, rising oil prices stemming from the Middle East conflict, a surge in U.S. Treasury yields, and new U.S. tariff policies even as U.S. PMI data indicated solid economic expansion. Next week, investor attention will focus on the FOMC decision, U.S. GDP and PCE inflation data, and the peak of the earnings season for major tech companies, which will determine the market’s direction, with volatility expected to remain high.
Indonesian Markets Indonesia’s financial markets improved last week, although the JCI saw limited movement due to consolidation following Bank Indonesia’s decision to maintain its benchmark interest rate at 5.75%. As we enter the final week of July, investors’ attention is focused on the release of financial reports from major listed companies, domestic economic data, and global sentiment factors such as the Fed’s policies, commodity prices, and the rupiah’s movements.
Weekly Highlight on Economic Indicators
Our Take: JCI rose +0.34% WoW to 6,196, with market capitalization up 1.13% to Rp10.870 trillion and daily trading volume increasing, driven by early-week momentum and Bank Indonesia’s policies; however, the recovery remains vulnerable due to net foreign selling, rising oil prices, and global uncertainty. The market’s direction will depend on the FOMC, the rupiah, and the performance of listed companies.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

Confidence Reinforced

20 July 2026

Global Markets Global markets traded mixed last week amid U.S.-Iran geopolitical tensions, a surge in oil prices, and a correction in tech and AI stocks due to high valuations. Despite strong bank earnings, investors engaged in profit-taking in the tech sector. Next week, the focus shifts to Big Tech earnings, economic data, and geopolitical and oil developments. Solid earnings could potentially drive a rebound, but inflationary pressures and high valuations remain risks for volatility.
Indonesian Markets Indonesian market posted an impressive performance last week, with the IHSG rising sharply and trading volume and value increasing significantly, supported by strong domestic catalysts (the S&P rating, investment realization, and the rupiah’s rebound), even though foreign investors remain net sellers YTD. This week, investors’ focus is on the BI Rate, corporate earnings, the stability of the rupiah, and global sentiment. The momentum is likely to continue, but investors should remain cautious of profit-taking and global volatility.
Weekly Highlight on Economic Indicators
Our Take: JCI rose 4.24% WoW to 6,175, supported by a surge in trading activity, domestic buying interest, the stability of the rupiah, and positive sentiment stemming from S&P’s BBB rating with a stable outlook. The IDX’s market capitalization rose 3.95% to Rp10,749 trillion, with foreign net buying of Rp638 billion.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

Awaiting Catalysts

13 July 2026

Global Markets Global markets last week showed resilience, posting positive gains despite volatility. The main drivers were optimism in the AI and semiconductor sectors following SK Hynix’s IPO, as well as easing geopolitical concerns in the Middle East. Next week will be crucial, with the start of the Q2 earnings season (major banks, TSMC), the release of U.S. CPI and PPI data, and Fed Chairman Kevin Warsh’s testimony, which will determine the direction of interest rates.
Indonesian Markets Indonesian stock market continued its recovery after being weighed down by concerns over a potential downgrade of Indonesia’s market status and global geopolitical sentiment. The rally was supported by bargain hunting by domestic investors and improving global sentiment, although foreign capital inflows remain selective and the rupiah remains a concern. Next week, investors will be watching domestic data (foreign exchange reserves, consumer confidence, retail sales), U.S. CPI, Fed policy, the risk of a downgrade by S&P, DJI, and MSCI, as well as the movement of the rupiah, which is expected to remain volatile.
Weekly Highlight on Economic Indicators
Our Take: JCI increased by 0.83% WoW to 5,924, with a market capitalization of Rp10,340 trillion (+0.51%). However, the market remains overshadowed by foreign net selling, limited liquidity, and global uncertainty. Investors should continue to be selective in choosing stocks with strong fundamentals while awaiting catalysts from earnings season and upcoming macroeconomic data.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

The Waiting Game

06 July 2026

Global Markets Global markets closed out a shortened week due to the Independence Day holiday on a generally positive note, driven by weak U.S. nonfarm payrolls data that reinforced expectations of Fed easing. Although marked by profit taking in tech and AI stocks, risk on sentiment remained intact. Next week, market focus will be on the FOMC Minutes, the ISM Services PMI, and the start of the second-quarter earnings season.
Indonesian Markets Indonesian stock market has begun to stabilize, supported by global sentiment and domestic policies, although it remains overshadowed by the trade deficit, inflation, and foreign capital outflows. Gains are still limited by the trade deficit, inflation, and foreign capital outflows. Next week, the market will be watching foreign exchange reserves data, the Consumer Confidence Index, and retail sales as indicators of the strength of the domestic economy.
Weekly Highlight on Economic Indicators
Our Take: JCI dropped -0.35% WoW to 5,875, but rebounded at the end of the week thanks to bargain hunting, global sentiment, and domestic policies. Foreign outflows and the MSCI issue continued to limit gains, while the decline in the IDX’s market capitalization to Rp10,287 trillion and trading volume of 17.54 billion shares reflected investors wait and see stance.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

Clouded Confidence

29 June 2026

Global Markets Global markets are experiencing volatility driven by profit taking in AI and semiconductor stocks, the Fed’s hawkish stance, and fluctuations in oil prices due to developments in the U.S.–Iran conflict. Next week, market attention will focus on U.S. employment data particularly the JOLTS, ADP, and ISM Manufacturing PMI reports as well as the NFP and unemployment rate, which will be released early on July 2 due to the Independence Day holiday, along with the Fed Chair’s speech, which will shape expectations regarding the direction of interest rates.
Indonesian Markets Last week, the Indonesian market faced pressure and a correction, weighed down by global sentiment (the tech sell-off and the Fed’s hawkish stance), foreign outflows in response to the MSCI review being extended through November, and geopolitical factors. The commodities sector and several blue-chip stocks also dragged the market down. Next week, investors will be watching CPI inflation data, the Manufacturing PMI, the trade balance, and the stability of the rupiah amid the impact of U.S. employment data.
Weekly Highlight on Economic Indicators
Our Take: JCI dropped -4.55% WoW to 5,896, with market capitalization shrinking 4.51% to Rp10,302 trillion, weighed down by a sell off in large cap stocks amid the MSCI review results which, while maintaining Indonesia’s Emerging Market status, included a caveat as well as the global technology sector’s weakness, rising macroeconomic uncertainty, and S&P Global’s review of Indonesia’s credit rating.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

Cautious Recovery

22 June 2026

Global Markets Global markets remained strong despite volatility, supported by easing tensions between the U.S. and Iran and falling oil prices, which are putting downward pressure on inflation. However, the rally was tempered by the Fed’s hawkish stance, geopolitical uncertainty following the postponement of talks in Switzerland, and investors’ focus on U.S. PCE data, global PMI figures, and the direction of monetary policy, which will determine future market movements.
Indonesian Markets Indonesia’s financial markets are gradually recovering, supported by the stabilization of the rupiah, an increase in the BI Rate, and MSCI’s emerging market status; however, they remain overshadowed by concerns regarding transparency and foreign investors caution. Nevertheless, investors remain cautious as they await the final results of the MSCI Review on June 23, as well as developments in the rupiah and foreign capital flows, while also focusing on global sentiment driven by U.S. data and the Fed’s stance.
Weekly Highlight on Economic Indicators
Our Take: JCI increased 2.82% WoW to 6,177, with the IDX’s market capitalization rising 2.51% to Rp10,788 trillion, supported by share buyback programs by Himbara banks, the evaluation of the MBG program, and the stabilization of the rupiah. This reflects a gradual recovery amid global volatility; however, investors remain cautious ahead of the MSCI Review and in light of external sentiment.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

After The Storm

15 June 2026

Global Markets Global markets were volatile due to a rise in Treasury yields following strong U.S. nonfarm payrolls data, an increase in the May PPI, and the escalation of the Iran Israel U.S. conflict, but ended the day with a rebound driven by easing geopolitical tensions after Trump canceled plans for an attack on Iran, triggering a rally in the semiconductor sector. Next week, market focus will be on the June 17 FOMC meeting under Chair Kevin Warsh and developments in Iran–U.S. negotiations.
Indonesian Markets Indonesia’s financial markets were volatile but closed on a positive note after the BI unexpectedly raised the BI Rate by 25 basis points to 5.50% to support the rupiah and curb capital outflows. Next week, market focus will be on the June 17 FOMC meeting, the MSCI Accessibility Review, and the BI RDG on June 18–19 to determine the sustainability of the market’s rebound momentum amid domestic political pressures and rupiah stabilization.
Weekly Highlight on Economic Indicators
Our Take: JCI rebounded 7.38% WoW to 6,007, driven by share buybacks of state-owned enterprises by Himbara, Danantara, BPJS TK, and Taspen, following outflow pressure from FTSE Russell. Market capitalization rose 7.31% to Rp10,524 trillion, supported by easing domestic fiscal concerns regarding MBG efficiency and the de-escalation of U.S.–Iran geopolitical tensions, although volatility remains high.

Investment recommendations for our investors (in order of preference):
Equity Fund > Balanced Fund > Fixed Income Fund > Money Market Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Weekly Insight

Confidence Crisis

08 June 2026

Global Markets Global markets closed mixed following a pullback from record highs due to U.S.–Iran tensions, weak guidance from Broadcom, and strong U.S. nonfarm payrolls data that dampened expectations of a Fed rate cut. Next week, market focus will be on U.S. inflation data and the June 16–17 FOMC meeting; the market expects Fed Chair Kevin Warsh to keep interest rates at 3.50%–3.75%, which will determine the direction of interest rates and market sentiment.
Indonesian Markets Indonesia’s financial markets are under pressure due to Moody’s negative outlook on PT Danantara, higher inflation, a shrinking trade surplus, foreign capital outflows, the weakening rupiah, and the risk of a global index review. Next week, investors will focus on foreign exchange reserve data, consumer confidence, and MSCI’s key agenda on June 19 and 24, which could determine the direction of capital flows and structural prospects.
Weekly Highlight on Economic Indicators
Our Take: JCI dropped -8.69% WoW to 5,594 due to weakening investor confidence in the credibility and independence of Indonesia’s policies. As long as the rupiah and external sentiment remain weak, the JCI remains at risk of further declines, with any rebound hinging on more dovish U.S. CPI data and an easing of geopolitical tensions in the Middle East.

Investment recommendations for our investors (in order of preference):
Money Market Fund > Fixed Income Fund > Balanced Fund > Equity Fund
Author : KBVAM Investment TeamSource: Bloomberg, Infovesta, Trading Economics
DISCLAIMER :INVESTMENT THROUGH MUTUAL FUNDS CONTAINS RISKS. PROSPECTIVE INVESTORS MUST READ AND UNDERSTAND THE PROSPECTUS BEFORE DECIDING TO INVEST THROUGH MUTUAL FUNDS. PAST PERFORMANCE DOES NOT REFLECT FUTURE PERFORMANCE.This document was prepared based on information from reliable sources by PT KB Valbury Asset Management. PT KB Valbury Asset Management does not guarantee the accuracy, adequacy or completeness of the information and materials provided. PT KB Valbury Asset Management Indonesia is not responsible for any legal and financial consequences arising, whether against or suffered by any person or party and in any way deemed to be a result of actions taken on the basis of all or part of this document.

Publication

Valbury Money Market I Emerges As Champion

26 February 2026

PT KB Valbury Asset Management has once again received recognition for its outstanding performance as an Investment Manager by winning an award at the Best Mutual Fund Awards 2026. The event was held on Wednesday, February 25, 2026, at Hotel Habitate, Jakarta. At the event, the Valbury Money Market I Mutual Fund successfully won an award in the 5-Year Money Market Fund Category for funds with assets ranging from IDR 10 billion to IDR 100 billion. This award serves as proof of the fund’s consistent performance and its disciplined, well-measured investment management strategy over the past five years.

Publication

Promotion

23 December 2025

Promotion Terms & Conditions :

1. Minimum purchase of KB Valbury Asset Management Mutual Fund equivalent to IDR 1,000,000 will get a Bonus of IDR 100,000 if the participants meet all the terms and conditions of the program.
2. Valid for Valbury Prime Dynamic Equity Mutual Fund products.
3. Purchases of Mutual Funds for this promotion program can only be made on January 5-9, 2026 and must be through BRAVO.
4. Participants who do not make redemption transactions during the program period (5-30 January 2026) will get a maximum participation unit bonus of Rp. 100,000 (One Hundred Thousand Rupiah).
5. Participants who make redemption transactions during the program period (5-30 January 2026) are considered to have failed and are not entitled to bonuses.
6. The promotion is valid for the first 100 customers (new customers with no investment history)
7. The promotion is not valid for KB Valbury Asset Management’s employees.
8. The bonus is in the form of Valbury Prime Dynamic Equity mutual fund participation units.
9. The bonus will be given, no later than 7 working days after the end of the promotion program.
10. Taxes on the bonus received by the customer are borne by the Prize Recipient in accordance with applicable tax provisions.
11. This promotion cannot be combined with other promotions.

General Conditions :

1. Prizes are non-transferable.
2. The decision of PT KB Valbury Asset Management in determining the winner is absolute and cannot be contested.
3. KBVAM reserves the right to disqualify and cancel any bonus if there are indications of abuse of any form by participants and/or violations of terms and conditions.
4. KBVAM may change or terminate the promo and it’s terms and conditions at any time without prior notice.
5. This policy is effective from 5 January 2026 and if there are any changes it will be further confirmed.
6. Provisions that have not been listed in this circular letter (if any) will be regulated later.

Publication

PLAN OF AMENDMENT KIK & PROSPECTUS OF MUTUAL FUND KBVAM

01 December 2025

ANNOUNCEMENT OF PLANNING TO CHANGE COLLECTIVE INVESTMENT CONTRACTS ("KIK") AND PROSPECTUS OF MUTUAL FUNDS MANAGED BY PT KB VALBURY ASSET MANAGEMENT

PT KB Valbury Asset Management, as Investment Manager of:

1. VALBURY STABLE GROWTH FUND;
2. VALBURY INVESTASI BERIMBANG FUND;
3. VALBURY LIQUID FUND;
4. VALBURY MONEY MARKET I FUND; and
5. VALBURY PRIME DYNAMIC EQUITY FUND.

(hereinafter collectively referred to as "KB VALBURY MUTUAL FUNDS")
intends to announce planned changes to the Investment Cooperative Investment Fund (KIK) and Prospectus of KB VALBURY MUTUAL FUNDS, with the following details :

I. Planned changes to the Investment Cooperative Investment Fund (KIK) and Prospectus of KB VALBURY MUTUAL FUNDS

1. Change of the Investment Manager's name from "PT Valbury Capital Management" to "PT KB Valbury Asset Management";
2. Change of the name of KB VALBURY MUTUAL FUNDS in connection with the change of the Investment Manager's name as referred to in point 1) above;
3. Additional information on the Auto-debit mechanism for periodic payments for Participation Unit purchases of KB VALBURY MUTUAL FUNDS by KB VALBURY MUTUAL FUNDS Unit Holders.
4. Additional payment methods for purchasing Participation Units in VALBURY MUTUAL FUNDS by Unit Holders can be made through a Virtual Account;
5. Additional information that payment for purchasing Participation Units in VALBURY MUTUAL FUNDS into VALBURY MUTUAL FUNDS accounts can be made by transfer via electronic means, including payment gateways and QRIS (Quick Response Code Indonesian Standard), as long as it complies with applicable laws and regulations;
6. Updated correspondence addresses for the Investment Manager for all VALBURY MUTUAL FUNDS, except for the VALBURY LIQUID FUND.
7. Changes to the Composition of the Board of Directors and Investment Management Team of the Investment Manager; and
8. Adjustments to the provisions in the KIK and Prospectus to the Laws and Regulations of the Financial Services Authority ("POJK"), including the following:

• Law Number 4 of 2023, dated January 12, 2023, concerning the Development and Strengthening of the Financial Sector;
• OJK Regulation Number 17/POJK.04/2022, dated September 1, 2022, concerning the Guidelines for Investment Manager Conduct;
• OJK Regulation Number 4 of 2023, dated March 30, 2023, concerning the Second Amendment to OJK Regulation 23/POJK.04/2016 concerning Mutual Funds in the Form of Collective Investment Contracts;
• OJK Regulation Number 8 of 2023, dated June 14, 2023, concerning the Implementation of Anti-Money Laundering, Counter-Terrorism Financing, and Counter-Proliferation of Weapons of Mass Destruction Programs in the Financial Services Sector;
• OJK Regulation Number 22 of 2023, dated December 22, 2023, concerning OJK Regulation Concerning Consumer and Community Protection in the Financial Services Sector;
• OJK Regulation Number 22/POJK.04/2017 dated June 21, 2017, concerning Securities Transaction Reporting; and
• OJK Regulation Number 33 of 2024 dated December 19, 2024, concerning the Development and Strengthening of Investment Management in the Capital Market;
• OJK Regulation Number 56/POJK.04/2020 dated December 3, 2020, concerning Mutual Fund Reporting and Accounting Guidelines (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS);
• OJK Regulation Number 31/POJK.07/2020 dated April 22, 2020, concerning the Provision of Consumer and Public Services in the Financial Services Sector by the Financial Services Authority (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS);
• OJK Regulation Number 18/POJK.07/2018 dated September 10, 2018 concerning Consumer Complaints Services in the Financial Services Sector (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS); and
• OJK Regulation Number 61/POJK.07/2020 dated December 14, 2020 concerning Alternative Dispute Resolution Institutions in the Financial Services Sector (specifically for VALBURY INVESTMENT BALANCED MUTUAL FUNDS and VALBURY MONEY MARKET I MUTUAL FUNDS).

Publication

Resolving Investment Disputes in the Right Way: Getting to Know LAPS SJK

04 November 2025

As part of our commitment to transparency and investor protection, we support dispute resolution mechanisms through the Financial Services Sector Alternative Dispute Resolution Institution (LAPS SJK).
LAPS SJK is an independent institution licensed and supervised by the Financial Services Authority (OJK), which functions to assist in the fair, swift, and out-of-court resolution of disputes between consumers and financial service providers—including investment management companies.

The existence of LAPS SJK is regulated in OJK Regulation (POJK) Number 61/POJK.07/2020 concerning the Alternative Dispute Resolution Institution for the Financial Services Sector, which forms the legal basis for the implementation of non-litigation dispute resolution processes in the financial services industry.
Services Provided

• Mediation: dispute resolution by facilitating dialogue between disputing parties to reach a mutually beneficial agreement through a negotiation process between the disputing parties.
• Arbitration: resolution of civil disputes through an arbitrator's decision outside of the general court system based on an Arbitration Agreement made in writing by the disputing parties.
• Binding Opinions: Provision of professional views on differences in interpretation in the implementation of agreements, for example regarding: interpretation of unclear provisions; additions or changes to provisions related to the emergence of new circumstances; or regarding certain legal relationships of an agreement.

Through LAPS SJK, customers have an easily accessible and reliable dispute resolution channel, while companies can maintain their integrity, professionalism, and investor confidence.
For more information, visit the official website www.lapssjk.id.

Source : http://www.lapssjk.id

Publication

Cuan Challenge

09 July 2025

Program Terms & Conditions:

1. Promotion applies to new, existing and KB group employees
2. Customers who wish to participate in the CUAN CHALLENGE program are required to register in advance through the link available: bit.ly/joincuanchallenge
3. For those who are interested in participating in the CUAN CHALLENGE program but are not yet KB Valbury Asset Management customers, they can open a mutual fund account online through BRAVO (https://bravo.valbury.co.id) or manually fill out a mutual fund account opening form before registering as a CUAN CHALLENGE program participant.
4. Participants who have registered must make a subscription every month consecutively for 12 months, starting from the month when registering a minimum of Rp, 500,000, - (five hundred thousand rupiah).
5. Products that are included in the CUAN CHALLENGE program are Mutual Fund Products: Valbury Money Market I
6. Participants who do not make a subscription in 1 month or more during the regular investment period, will be disqualified.
7. Participants who do not make redemptions and successfully complete the Cuan Challenge program for 12 months will get a participation unit bonus of Rp. 150,000 (one hundred and fifty thousand rupiah).
8. The bonus will be given after each participant's periodic investment program ends in the form of mutual fund participation units (maximum 14 working days).
9. Taxes on bonuses received by customers are borne by KB Valbury Asset Management in accordance with applicable tax regulations.
10. Participants who have completed the Cuan Challenge program and have not made redemptions in the following 3 months will get an additional bonus of Rp.50,000 (fifty thousand rupiah).

General Conditions:

1. Prizes are non-transferable
2. The decision of PT KB Valbury Asset Management (KBVAM) in determining the winner is absolute and cannot be contested.
3. KBVAM has the right to disqualify and cancel the bonus if there are indications of misuse by participants and / or violations of the terms and conditions.
4. KBVAM may change or terminate the promo and terms and conditions at any time without prior notice.
5. This policy is effective as of August 01, 2025 and if there are any changes will be informed further.
6. Provisions that have not been listed in this circular will be regulated later.

Publication

Having Fund with Telkom University by MNC Securities & KB Valbury AM

02 November 2024

MNC Sekuritas dan KB Valbury AM Gandeng Mahasiswa Universitas Telkom Belajar Investasi Reksa Dana

BANDUNG, iNews.id - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas.

Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN) MNC Sekuritas bersama KB Valbury Asset Management kembali berkolaborasi dalam menggelar edukasi reksa dana dalam rangkaian acara Having Fund 2024.

Kali ini edukasi dilaksanakan di Telkom University, Bandung pada Kamis (13/10/2024). Pemaparan materi disampaikan oleh General Manager KB Valbury Asset Management Dede Surjadi dan Senior Marketing Mutual Fund MNC Sekuritas Wesly Andri.

General Manager KB Valbury Asset Management Dede Surjadi mengatakan bahwa saat ini para mahasiswa ataupun karyawan yang baru mulai bekerja, harus mengenal dan paham mengenai investasi.

Hal ini diperlukan agar daya beli yang dimiliki tidak tergerus oleh inflasi dengan adanya imbal hasil yang optimal dengan risiko yang terukur.

“Untuk jangka panjang, pemahaman investasi sangat diperlukan untuk mempersiapkan kebebasan finansial bagi setiap individu di masa depan,” ujar Dede.

Wakil Dekan I Bidang Akademik Fakultas Ekonomi dan Bisnis Telkom University Deannes Isynuwardhana, PhD dalam keterangannya menyampaikan bahwa mahasiswa dan mahasiswi perlu untuk diberikan literasi dan informasi mengenai pasar modal.

“Harapannya kami ingin kegiatan seperti ini terus berlanjut sehingga mahasiswa-mahasiswi dapat memahami seperti apa pentingnya pasar modal,” tutur dia.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience.

Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade. MNC Sekuritas, Invest with The Best!

Editor: Puti Aini Yasmin

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Artikel ini telah diterbitkan di halaman inews.id pada Sabtu, 02 November 2024 - 11:44:00 WIB oleh Tim iNews.id dengan judul "MNC Sekuritas dan KB Valbury AM Gandeng Mahasiswa Universitas Telkom Belajar Investasi Reksa Dana". Untuk selengkapnya kunjungi:
https://www.inews.id/finance/bisnis/mnc-sekuritas-dan-kb-valbury-am-gandeng-mahasiswa-universitas-te...

Publication

Having Fund with Mercu Buana University by MNC Securities & KB Valbury AM

30 October 2024

JAKARTA - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas. Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN).

MNC Sekuritas bersama KB Valbury Asset Management memberikan edukasi reksa dana kepada lebih dari 100 mahasiswa Universitas Mercu Buana , Kampus Menteng pada Selasa (29/10/2024). Adapun materi edukasi disampaikan oleh General Manager KB Valbury Asset Management Dede Surjadi dan Head of Mutual Fund MNC Sekuritas Agustina Endah.

Dalam pemaparannya, General Manager KB Valbury Asset Management Dede Surjadi menjelaskan bahwa berinvestasi berbeda dengan menabung. Uang kehilangan nilainya seiring dengan berjalannya waktu karena dipengaruhi oleh inflasi. Untuk melawan inflasi maka perlu berinvestasi, khususnya investasi pada reksa dana yang dikelola oleh para profesional.

“Mulai disiplin menyisihkan uang untuk berinvestasi reksa dana, bahkan berinvestasi reksa dana bisa dengan harga yang terjangkau di aplikasi MotionTrade, dengan imbal hasil yang lumayan dan risiko yang terukur!” jelasnya.

Kepala Galeri Investasi Universitas Mercu Buana Menteng Riska Rosdiana dalam sambutannya menyampaikan terima kasih kepada MNC Sekuritas dan KB Valbury Asset Management. Menurutnya, acara ini adalah sarana agar mahasiswa dapat mengelola keuangan melalui reksa dana, yang tentunya sangat cocok untuk investor pemula.

"Selamat mengikuti seminar ini, saya mewakili jajaran Universitas Mercu Buana Menteng berharap acara ini dapat berjalan dengan lancar. Kami berharap seminar ini bisa memberikan inspirasi bagi mahasiswa untuk lebih aktif dalam berinvestasi pasar modal," ucap Riska.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience. Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade.

MNC Sekuritas, Invest with The Best!

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Artikel ini telah diterbitkan di halaman SINDOnews.com pada Rabu, 30 Oktober 2024 - 11:10 WIB oleh Anto Kurniawan dengan judul "MNC Sekuritas dan KB Valbury AM Gelar Edukasi Reksa Dana di Universitas Mercu Buana". Untuk selengkapnya kunjungi:
https://ekbis.sindonews.com/read/1480639/178/mnc-sekuritas-dan-kb-valbury-am-gelar-edukasi-reksa-dan...

Publication

Having Fund with STIE Tri Bhakti by MNC Securities & KB Valbury AM

25 October 2024

JAKARTA - MNC Sekuritas merupakan perusahaan sekuritas yang aktif dan konsisten dalam menggelar kegiatan edukasi pasar modal untuk menciptakan investor yang berkualitas. Salah satu bukti komitmen pengembangan investor pasar modal Tanah Air adalah konsistensi Perseroan dalam melakukan edukasi pasar modal, termasuk dalam rangka Bulan Inklusi Keuangan (BIK) dan Gerakan Nasional Cerdas Keuangan (GENCARKAN).

MNC Sekuritas dan KB Valbury Asset Management menggelar kegiatan edukasi reksa dana "Having Fund 2024" di STIE Tri Bhakti pada Kamis (24/10/2024). Materi edukasi disampaikan langsung oleh Direktur KB Valbury Asset Management Dede Surjadi dan Senior Marketing Mutual Fund MNC Sekuritas Wesly Andri. Antusiasme peserta terlihat dari ±150 mahasiswa yang turut hadir mengikuti kegiatan ini.

Direktur KB Valbury Asset Management, Dede Surjadi mengatakan, bahwa para mahasiswa dan juga para pekerja muda Indonesia perlu pemahaman yang tepat mengenai investasi di pasar modal Indonesia, khususnya investasi pada reksa dana.

“Melalui acara Having Fund 2024 ini, kami memaparkan pentingnya disiplin dan komitmen dalam berinvestasi dengan nilai yang masih terjangkau oleh para investor pemula. Kami memperkenalkan pula produk reksa dana yang cocok untuk tujuan tersebut, dimana produk tersebut dapat diperoleh melalui MotionTrade dari MNC Sekuritas,” ujar Dede.

Rektor STIE Tri Bhakti Drs.Widayatmoko, MM., M.Ikom dalam keterangan tertulisnya menerangkan, bahwa kolaborasi antara MNC Sekuritas dan STIE Tri Bhakti dilakukan untuk terus mengedukasi dan meningkatkan literasi pasar modal.

"Kami berharap agar mahasiswa lebih mengenal berbagai instrumen pasar modal, sehingga dapat membuka akses dan kesempatan mahasiswa untuk menjadi investor di pasar modal," tulis Widayatmoko.

Nikmati layanan investasi saham dan reksa dana dari #MNCSekuritas dengan segera unduh aplikasi MotionTrade dan jelajahi seamless experience. Aplikasi MotionTrade dapat diunduh di Google PlayStore dan Apple AppStore dengan link unduh onelink.to/motiontrade .

MNC Sekuritas, Invest with The Best!

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Artikel ini telah diterbitkan di halaman SINDOnews.com pada Kamis, 24 Oktober 2024 - 16:27 WIB oleh Anto Kurniawan dengan judul "Mahasiswa STIE Tri Bhakti Antusias Ikuti Edukasi Having Fund oleh MNC Sekuritas & KB Valbury AM". Untuk selengkapnya kunjungi:
https://ekbis.sindonews.com/read/1477915/178/mahasiswa-stie-tri-bhakti-antusias-ikuti-edukasi-having....