Thailand Wealth Management Forum 2019 - Exclusive Insights - Tuck Meng Yee - 2

Tuck Meng Yee of JRT Partners

May 13, 2019

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1. How is fund selection generally done?

Video transcript

1. How is fund selection generally done?

Fund selection is generally done through the prism of three categories. You've got your numbers, your quantitative category, your qualitative bit - which is basically the people who are behind the numbers in terms of the people. And then you've got the operational staff, which is basically the framework that supports that people and the numbers, and that's generally how the industry is done. It's how much each researcher budgets for those three sleeves, how much detail they go into, can you use technology to give you that better detail, can use alternative forms of data for that. Also in terms of how the markets have changed and make it more difficult is that you now have a lot more competition, a lot more varieties of strategies. And that sometimes means that the label is not necessarily the strategy. You have to really dive into that name more so now than before. You have competing ways of an investing now, not everyone thinks the same way. So you've got rule based investing, but with people, then with machines as well as the usual alternative ways of investment, as well as the conventional ways of benchmark investing. And when you have all of that together, it makes for a reasonably volatile market, which people don't quite understand, at least over the short term.

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