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The world is a very different place from the one we all inhabited until the end of 2021. As a result, investors and advisors have been redefining and refining portfolio allocations, as they attempt to adapt to the current and anticipated environments in the global economy and in the various investment markets around the world.

MSCI defines thematic investing as a top-down investment approach, designed to capitalise on opportunities created by macroeconomic, geopolitical and technological trends that are both structural and transformative in nature. In short, this investment approach therefore offers investors a fascinating way to capture powerful global trends that may drive future stock or asset performance.

Thematic investing strategies take into account long-term trends, ideas, beliefs, and values when choosing stocks, bonds, mutual funds, ETFs, and other investments, with some of the most popular types of thematic strategies focused on disruption, megatrends, individual economies and markets, and on ESG. Thematic mutual funds or ETFs can clearly provide opportunities to invest in themes as well as offering the benefits of professional investment research and management.

Accordingly, thematic investment strategies are considered of great value for the curation of key elements of robust portfolios, as they help take into account many of the world’s more immediate and predicted financial, economic and geopolitical uncertainties and also opportunities.

On March 16, the Hubbis Digital Dialogue event will see a panel of wealth management and investment experts offer their views on some of the more interesting thematic investment strategies that wealthy private clients can adopt. They will consider how this can apply to the Asian wealth management market, and to private clients across the generations. They will review what the private banks, the IAMs/EAMs and the fund management architects are doing to tailor and deliver more products and better solutions to meet the continuing strong demand for thematic investing in the region.

Mar 16

Thematic Investments: What Strategies are in Favour, Why and...

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

Barbara Lee

CSOP Asset Management

Arjan de Boer

Indosuez Wealth Management

Freeman Le Page

Regnan

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Event Agenda
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  • 3.00pm

    Thematic Investments: What Strategies are in Favour, Why and How do Asia’s Private Investors Build their Exposures?

    • What are the desirable attributes that make a good thematic opportunity today?
    • Who you think is the next upcoming theme to be aware of?
    • How should we frame conversations with clients when comes to thematic investing?
    • What are the commonly faced issues / misperception when comes to thematic investing?
    • How does sustainable thematic investing differ from ESG integration and impact investing?
    • Does thematic investing enable us to look at asset allocation from a different perspective?
    • Having identified an attractive theme, how do you deliver alpha, beyond thematic beta?
    • What is the Asian WM community doing to adapt their products, services and expertise to the evolution of thematic investing amongst their private clients?
    • What are the expectations of wealthy private investors in relation to thematic investments and how should they fit these into their broader/diversified portfolios?
    • Do you buy into Passive or Active funds? Or perhaps both? Why?
    • Do you see increasing adoption of ETF strategies among wealth managers and investors in Asia? Why or why not?
    • How should HNW clients use thematic ETFs within their portfolios?
    • Does thematic investing fit well into the advisory and DPM mandates?

    Speakers

    Arjan de Boer

    Head of Markets, Investments & Structuring, Asia

    Indosuez Wealth Management

    Barbara Lee

    Vice President, ETF Strategist

    CSOP Asset Management

    Freeman Le Page

    Portfolio Specialist

    Regnan

  • 4.00pm

    Webinar Ends

Mar 16

Thematic Investments: What Strategies are in Favour, Why and...

3.00pm - 4.00pm HKT/SGT

Speakers

Barbara Lee

CSOP Asset Management

Arjan de Boer

Indosuez Wealth Management

Freeman Le Page

Regnan

Mar 16

Thematic Investments: What Strategies are in Favour, Why and...

3.00pm - 4.00pm HKT/SGT

Partners
Mar 16

Thematic Investments: What Strategies are in Favour, Why and...

3.00pm - 4.00pm HKT/SGT