JIMFE (Jurnal Ilmiah Manajemen Fakultas Ekonomi) Vol. 6 No. 1, Juni 2020, Hal. 43-58
https://journal.unpak.ac.id/index.php/jimfe P-ISSN: 2502-1400, E-ISSN: 2502-5678
43
GUARANTEE PRODUCT PORTFOLIO: PERFORMANCE AND OPTIMAL PORTFOLIO
ANALYSIS
Santosa
1
, Noer Azam Achsani
2
, Hendro Sasongko
3
1, 2
School of Business, IPB University, Bogor, Indonesia
3
Faculty of Economics, Pakuan University, Bogor, Indonesia
Email: santosa_88@yahoo.com
ABSTRACT
This study aims to analyze the performance of guarantee products and optimize guarantee portfolio at PT
Penjaminan ABC. The method used in forming the optimal guarantee portfolio is the Markowitz method and
the single index model. The results of the formation of optimal portfolios based on the Markowitz method
show that there are five eligible guarantee products included in the optimal guarantee portfolio, namely
construction financing, counter bank, general financing, micro financing, and multi-use financing. While
custom bond, surety bonds, and other guarantees are not included in the optimal portfolio. In contrast to the
Markowitz method, based on the single index model, all guarantee products are not eligible to be included
in the optimal guarantee portfolio. Managerial implications of the optimal guarantee product portfolio is an
increase in guarantee returns which will further increase company profits and increase company equity. An
increase in company equity will reduce the gearing ratio in order to comply with regulations, because the
gearing ratio is calculated by dividing the outstanding guarantee volume by the total equity.
Keywords: risk, return, optimal guarantee portfolio
ARTICLE INFORMATIONS
Article history: submitted: April 12, 2020; revised: June, 1 2020; accepted: June 11, 2020
JEL Classifiction: G11
How to cited: Santosa, et al. (2020). Guarantee Product Portfolio: Performance and Optimal Portfolio
Analysis. JIMFE (Jurnal Ilmiah Manajemen Fakultas Ekonomi), 6(1), 43-58.
https://doi.org/10.34203/jimfe.v6i1.1928
Copyright©2020. JIMFE (Jurnal Ilmiah Manajemen Fakultas Ekonomi) Universitas Pakuan
INTRODUCTION
Businessmen that classified as Micro, Small,
and Medium Enterprises (MSME) have a huge
role in sustaining the national economy.
However, the empowerment of MSMEs faces
many obstacles, including accessing credit from
banks, especially because MSMEs are unable to
meet collateral requirements. The Guarantee
Company assists MSMEs by acting as
guarantors for debtors to banks. Guarantee is
the activity of providing guarantees by the
Guarantor for the fulfillment of Guaranteed
financial obligations to the Recipient of the
Guarantee.
In running its business, the guarantee
capacity of a guarantee company is limited by
the gearing ratio, which is the ratio between
the guaranteed volume of the guarantee and
its amount equity. In accordance with Financial
Service Authority (OJK) regulations, the
maximum gearing ratio is 40 times. Based on
the results of management studies in 2017, the
gearing ratio at the end of 2018 is projected at
38,07 times and at the end of 2019 at 42,85
times. This means that the gearing ratio in 2019
will violate applicable regulations. Based on
this study, management submitted a request to
shareholders to increase the paid-in capital of
Rp50 billion. With this additional paid-in
capital, the gearing ratio in 2018 will be 32,48
times and in 2019 it will be 36,95 times. The
increase in paid-up capital in 2018 is not in
accordance with the plans set out in the
company’s Long-Term Plan 2015-2019. In the