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On March 25, Hubbis hosted a virtual Digital Dialogue panel discussion on Exchange Traded Funds (ETFs) and their rising prominence for the wealth management community in Asia. For this discussion, there will also be a particular angle of refraction on the expanding universe of tailored ETFs, as the panel of experts will discuss how smart beta can be expressed through ETFs that adapt the asset composition to fit certain key investment trends and themes that their creators have identified, and which they believe will find strong investor demand. This growth of thematic ETF investing has already found strong appeal in the region.

There has of course been a rising tide of interest in Asia broadly for ETFs of all types in recent years, and their effectiveness as part of any robust, sound portfolio has been seen even more sharply in the spotlight of the Covid-19 market volatility earlier in 2020.

The discussion will range over the global rise of the ETF phenomenon, their effectiveness in sophisticated and robust portfolios, their value for self-directed investors and, for the private bankers and wealth advisory community of Asia, to help them roll out more advisory and DPM mandates amongst their private clients.

There are many specific trends that can also 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, or perhaps carefully assembled ETFs that aim to selectively capture the towards sustainability and social impact via ESG-centric ETFs. The panel will look closely at how these smart beta ETFs are assembled and discuss the rationale for the broad expansion of thematic ETFs.

And it is not only equity ETFs that will be in focus here, as fixed income ETFs have proven themselves to offer investors both liquidity and performance, especially during the market stresses of Q1, 2020. At that time, many institutions and very wealthy investors, instead of their traditional approach of buying single bonds, bought into fixed income ETFs due to the liquidity, speed of execution, and transparency.

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 they should build a greater allocation towards ETFs, including smart beta ETFs that allow for greater thematic expression in the portfolios.

Mar 25

The Growing Opportunity for ETFs and Tailored ETFs in Portfo...

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

Gary Dugan

The Global CIO Office

Tony Wong

CSOP Asset Management

Tariq Dennison

GFM Asset Management

Adam Cowperthwaite

Citi Private Bank

Alex Yang

Samsung Asset Management

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Event Agenda
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  • 15.00pm

    The Growing Opportunity for ETFs and Tailored ETFs in Portfolio Allocation

    • Do you see increasing adoption of ETF solutions among wealth managers in Asia?
    • Why has there been a rising tide of interest in Asia for ETFs in Asia in recent years?
    • How should HNW clients use ETFs within their portfolio?
    • How else do wealth managers use ETFs?
    • How are smart beta ETFs assembled?
    • Why are thematic ETFs expanding so broadly?
    • Is the popularity of fixed income ETFs still rising?
    • What are the ETF strategies you see are relevant for clients today?
    • How should ETFs be used within advisory and DPM mandates?
    • Are Asian investors also gravitating towards ESG ETFs?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tariq Dennison

    Wealth Manager, US-Asia

    GFM Asset Management

    Gary Dugan

    Chief Executive Officer

    The Global CIO Office

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Alex Yang

    Vice President, Institutional Solutions

    Samsung Asset Management

    Adam Cowperthwaite

    Managing Director, Head of Capital Markets – Asia Pacific

    Citi Private Bank

  • 16.00pm

    Webinar Ends

Mar 25

The Growing Opportunity for ETFs and Tailored ETFs in Portfo...

3.00pm - 4.00pm HKT/SGT

Speakers

Gary Dugan

The Global CIO Office

Tony Wong

CSOP Asset Management

Tariq Dennison

GFM Asset Management

Adam Cowperthwaite

Citi Private Bank

Alex Yang

Samsung Asset Management

Mar 25

The Growing Opportunity for ETFs and Tailored ETFs in Portfo...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Mar 25

The Growing Opportunity for ETFs and Tailored ETFs in Portfo...

3.00pm - 4.00pm HKT/SGT