On June 23rd, Hubbis will host a virtual Digital Dialogue panel discussion on the global USD10 trillion-plus Exchange Traded Fund (ETF) market and the rising prominence of ETFs in the wealth management community in Asia. For this discussion, the panel will focus on how ETFs can be used as part of smart and robust portfolio formation by Asia’s private investors, and how the private banks and EAMs can help their clients diversify their portfolios using ETFs.

The creators and proponents of ETFs have increasingly been emphasising the key attributes of ETFs, including the low entry and exit costs, their liquidity and ease of trading (they are quoted on the market like stocks and not ‘priced’ only once a day like mutual funds). They have been highlighting their role in core/satellite portfolio formation, as well as their value in offering investors smart beta and targeted thematic exposures through specifically tailored composition around selected indices and sub-sectors. In short, the right blend of ETFs can allow private investors to assemble a diverse, liquid and interesting sets of exposures across the universe of listed equities and also public-market fixed income. And the ETF market also encompasses the growing inclination to invest in alternative assets, including metals, commodities, and currencies.

The panel will zoom in on how the wealth community can help investors invest in specific trends that can be captured through tailored ETFs, such as for example China’s technology sector, global medical and healthcare, or perhaps country-specific ETFs such as Vietnam. They will analyse how ETFs can also help investors easily capture the global trends towards ESG and sustainability.

The discussion will naturally be directed towards the Asian wealth management community, to debate where such ETFs fit into private client portfolios in the region, and how and why those clients should build their allocations. And the panel will discuss where these investors most need considerable guidance and support, faced as they are with an enormous array of choices – there were an estimated roughly 8600 ETFs in 2021 representing some USD10 trillion of assets, according to Statista.

Jun 23

ETFs – How are they used today by private wealth managers in...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Rajarshi Sen

MSCI

Terrence Ling

Samsung Asset Management

Ritesh Ganeriwal

Syfe

Paul Gambles

MBMG Group

Matthew Tham

BNP Paribas Wealth Management

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Event Agenda
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  • 15.00pm

    ETFs – How are they used today by private wealth managers in Asia?

    • Why has the ETF market grown so far and so fast?
    • Are Asia’s private clients increasing their exposures via ETFs and why or why not?
    • What is the wealth management community doing to promote the use of ETFs in private portfolios?
    • Are ETFs useful for thematic exposures? Why and how?
    • What are smart beta ETFs, and why should Asia’s private clients add these types of exposures?
    • Are Asia’s investors interested only in equity ETFs or are they also buying fixed-income ETFs. Why or why not?
    • Can Asia’s investors boost the ESG credentials of their portfolios using ETFs? How?
    • Are private investors buying into alternative asset ETFs to easily gain exposure to precious metals or currencies and other assets?
    • How can ETFs fit within advisory and discretionary mandates?
    • What ETF strategies and approaches are relevant for wealthy Asian clients today?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Paul Gambles

    Director

    MBMG Group

    Terrence Ling

    Head of ETF Distribution

    Samsung Asset Management

    Ritesh Ganeriwal

    Head of Investment Advisory

    Syfe

    Rajarshi Sen

    Executive Director, Client coverage, Head of Wealth Segment for APAC

    MSCI

  • 16.00pm

    Webinar Ends

Jun 23

ETFs – How are they used today by private wealth managers in...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Rajarshi Sen

MSCI

Terrence Ling

Samsung Asset Management

Ritesh Ganeriwal

Syfe

Paul Gambles

MBMG Group

Matthew Tham

BNP Paribas Wealth Management

Jun 23

ETFs – How are they used today by private wealth managers in...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Jun 23

ETFs – How are they used today by private wealth managers in...

3.00pm - 4.00pm HKT/SGT

REGISTER