PROJECT PROPOSAL

Marketing Analytics

Group Members:
Muhammad Talha | 17249

Fahad Maqbool | 15762

Qambar Abbas | 18122

Aisha Ansari | 17410

Monika Agnani | 17680

Sadiq Mehmood | 17665

MARCH 5, 2017
Background:
The size of the global mutual funds assets has increased from $4 trillion in 1993 to $28.9 trillion in 2013.
The same growth has been observed in Pakistan. ASSET management is an emerging industry in Pakistan,
Even though fund managers have been around for quite a long time, mutual funds became a mainstream
instrument of investments only after private sector entered this market to tap its growth potential in the
early 2000s. The period between 2002 and 2008 saw the assets under management grow from a mere
Rs25.34b to Rs335.23b as more and more private funds were launched on rising local and foreign
investment in the stock market. In Pakistan the asset size has increased 490 billion in 2016.
Shariah-compliant funds have given a big boost to the industry as the investment in this category of funds
has grown to Rs124bn or a quarter of the total assets under management, from just Rs9bn in the last 10
years. Industry sources expect the demand and appetite for Shariah-compliant funds to increase
significantly over the next few years and overtake the conventional mutual funds.

Indeed, almost half of the funds invested in mutual funds are generated from Karachi and the rest from
the major cities of Punjab, and, according to MUFAP, individual investors held only a third of the assets
under management (Rs431bn) at the end of FY2015. The rest were held by institutional investors. Around
85pc the funds invested in the mutual fund industry come from urban savers and investors and the rest
from the rural areas

Objective:
From the above background we can see that how AFM industry has grown over the years. In last 5 years
we have seen a large increase in the fund size of Shariah compliant as well. Al-Meezan is currently
leading the Shariah compliant with the total assets of Rs. 108.7 billion (as on January 31, 2017) which is
the 22% of total industry. So based upon this huge fund size what their future should be? We will be
focusing on the following factors which can drive the future growth of Al-Meezan Investments:

Whether to expand their business in urban population or they should also expand their reach
in rural areas.

3-5 year growth plan.

Tools needed to expand the category

Competitive analysis among current industry players.

Al-Meezan Investments:
Al-Meezan is the largest private sector Asset Management and Investment Advisory Firm operating in
Pakistan. They offer a comprehensive range of Shariah compliant investment solutions. With an
impressive track record of over 20 years, they cherish the status of being the only company in Pakistan
with the sole mandate to provide Shariah complaint investment solutions to their valued clients.

Al Meezan offers a diverse range of Shariah compliant investment solutions ranging from equity,
balanced, asset allocation, fixed income, money market, capital preservation, fund of fund, commodity
and voluntary pension schemes. Depending on each investors need, we provide expert guidance to
them to achieve their financial objectives.
Their Separately Managed Accounts, popularly known as SMAs, offer Clients a relatively customized
option to Portfolio structuring and Investment Management. Under this Investment Advisory service,
we offer our esteemed clients with a cost effective solution to draft their own portfolio objectives and
requirements, all the while, providing expert guidance and suggestions on how to achieve their
investment objective.