What Investment Managers Need to Know Now

POJK 33/2024 introduces greater investment flexibility for mutual funds, allowing lending, borrowing, and cross-investments, while reinforcing compliance and investor protection. These changes create new opportunities but also impose greater responsibilities on investment managers and financial institutions. To stay compliant and competitive, fund managers must assess the impact of these regulations on their strategies, ensure alignment with OJK’s expanded disclosure requirements, and implement best practices for risk management and transparency. A proactive approach to compliance will be key to mitigating legal and financial risks.

●     Mutual funds can now engage in lending, borrowing, and cross-investments.

●     OJK imposes stricter reporting and disclosure obligations.

●     Investment managers must review their strategies and risk policies.

●     Compliance with fair pricing and conflict-of-interest rules is essential.

●     Failure to comply may result in regulatory penalties and reputational risks.

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