Event Agenda
- What does it mean today to ‘add value’ to a client?
- What do you need from your investment platform? How is that changing?
- How will you grow your platform in the next few years?
- Can a digital approach be innovative for the investment engine?
- Should we be using AI / data / robo? Can it enhance the ability to make better investment decisions?
- To what extent do you see new firms – possibly digital - disrupting your business?
- What are your biggest challenges and opportunities?
- Impact of key business trends like passive investments, fees, transparency, regulations?
- You had a great year in 2017. What’s your revenue replacement strategy for the next two years? Is there a likelihood you will see outflows 2H this year?
- How important is credit risk today?
- Where will net new assets (NNA) come from?
Managing Director, Head of Global Products and Solutions, Asia Pacific
Deutsche Bank Wealth Management
- Overview of ESG
- Factors that change an ESG score
- How ESG has been used to generate alpha in a portfolio
The growth of indexing fixed income has been supported by 3 key trends
- Heightened awareness of cost
- Greater push for transparency driven by regulation
- Changes in market structure and liquidity of the underlying bond markets.
Indexing has the power to transform fragmented the bond market into standardized, predictable and efficient exposures that can greatly simplify portfolio construction. Hear more about how the industry has moved towards rethinking Bond ETFs as building blocks in their portfolios.
- Advice vs discretionary – what’s best?
- How are you working with third-party partners?
- How can you differentiate your DPM offering? To what extent can you be innovative?
- Given more challenging market conditions – is advice more important than ever?
- Do Asian clients still have a strong desire to retain control? How do you deal with that?
- Opportunities of key market mega-trends of millennial, baby boomers, women empowerment, ESG, SRI. How are you capitalising on these?
- When a client gives you an active advisory mandate – what are their expectations?
- Do Asian clients have unrealistic expectations for higher risk-adjusted returns? Or less so today?
- How do we provide any real Intellectual insights?
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
Over the past decade, investment flows have increasingly shifted from active funds into passive instruments. However, investors shouldn’t disregard an active approach just yet. After all, it can uncover substantial market inefficiencies and thus provide significant benefits to the investor. But how does it work in practice? And in Asia what characterizes a truly active approach?
- Should I use ETFs
- Am I selecting the right ETF
- How to get the best prices on ETF
- What are popular ETFs that investors are using
- Are there advantages of trading US vs Europe vs Asian based ETFs
- What are the risk with trading ETFs during Asian hours
- How to evaluate liquidity
- Myths on trading EM and Fixed Income ETFs
- Why and what are UCITS ETFs
- Systematic approach to discussing market scenarios
- Handling of structured products
- Address questions on impact and sustainability of product ideas
- How are clients engaging managed investments in 2018? Trends and developments?
- How do we select the best funds and products?
- How can we optimize the clients existing portfolios?
- What are the benefits of a managed account platform?
- Is it possible to deliver digital advice? Whats the role of technology?
- Is there a role for robo / AI – to improve the process and get a better outcome?
- Whats are the clients expectations today?
- How do we personalise the approach to each client?
- Does a multi-manager approach using the best-of-breed managers help deliver consistent performance over time, particularly during volatile periods?
- Do manager allocations within a portfolio need to be actively managed to adapt to changing market conditions?
- An introduction to the Fund Research capabilities of the Allfunds Bank Investment Solutions team.
- Understand how the team selects the most suitable funds for its global client base.
- Why more and more wealth managers are opting to outsource their fund research requirements to support their investment propositions.
Bond ETFs have grown at an astonishing pace and arguably the potential to have an even more transformative impact on financial markets than equity ETFs. What are some of the drivers of growth and how are investors capitalizing on these opportunities? Join us to learn more, including the Fixed Income ETF design and how investors use it in their portfolios.
Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.
- What is a managed account?
- How does it work?
- Making money for clients with managed accounts
- Why is a managed account relevant in Asia today?
- Who is Axial Partners?
Over the past decade, investment flows have increasingly shifted from active funds into passive instruments. However, investors shouldn’t disregard an active approach just yet. After all, it can uncover substantial market inefficiencies and thus provide significant benefits to the investor.
But how does it work in practice? And in Asia what characterizes a truly active approach?
During the session, Matthews Asia Senior Research Analyst Jeremy Sutch will outline what it takes to be active in Asia and share tales from the road
- After the mega structured products bonanza in 2017 – what can we expect in 2H 2018?
- Given where we are – what are some of the best ideas to discuss with clients?
- What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges?
- Which assets do clients want? What’s the best way to source and deliver on this?
- How can you optimise a client’s existing portfolio – is this a priority?
- Any role for passive and index products?
- How can investors be creative in generating yield?
- How should clients now view their risk?
- What are the key drivers of excess return – sources of alpha – in each asset class? How can they help add to overall performance?
- How can HNW clients take advantage of rising volatility?
Director, Capital Markets Investment Products - Wealth Management, Asia Pacific
Citi Private Bank
- What are the main investment themes and the products that will be most relevant in 2H?
- How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile phase?
- Risks and opportunities for 2H 2018?
- What’s your view on China?
- What Asian Markets offer the best value?
- What’s your outlook for interest rates and FX?
- What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
- What are the prospects for US dollar interest rates in the coming 12 months?
- Equity – where is best? Where is worst?