Eyes on Asia – Restocking The Investment Toolkit

THURSDAY, OCTOBER 24 AT 9:00 AM HKT

As investment strategies continue to evolve, investors have a more sophisticated set of tools available to help navigate different economic cycles and market conditions - ranging from factor-based investing and ESG to multi-asset solutions. Join S&P DJI and leading financial professionals to keep pace with the latest investment strategies that can help investors stay ahead of the game.

Join us for a complimentary morning seminar to equip yourself with the latest investment tools.  Our industry experts will give firsthand insight on how they are currently implementing various investment strategies to drive alpha in their clients’ portfolios.

Topics will include:

  • Cutting-edge tactics to implement factors in the shifting market environment
  • How practitioners are integrating ESG into their clients’ investment portfolios
  • Using defensive and diversified strategies to mitigate market volatility
  • Whether the future of ETF development in Asia will depend upon product innovations and cross border trading

Space is limited – reserve now to guarantee a seat.

Speakers View All >
Shaun Roache

S&P Global Ratings

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Priscilla Luk

S&P Dow Jones Indices

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Sim Ee Cheah

J.P. Morgan

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Michelle Cheung

Hwabao WP Asset Management (Hong Kong) Co., Ltd.

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Sophia Kim

DWS

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Education Partner
Association of Family Offices in Asia (AFO)
Association of Private Bankers in Greater China Region (APB)
CAIA (Additional)
CFA ARX (HK Alpha)
Media Partner
Asia Asset Management (Additional)
Exchange Partner
HKEX (Exchange)
Location
Cuisine Cuisine, IFC, Hong Kong

8:30 – 9:00

REGISTRATION

 

9:00 – 9:10

 

WELCOME REMARKS

Angeline Choo, Head of Southeast Asia and Greater China, S&P Dow Jones Indices

9:10 – 9:40

KEYNOTE: S&P GLOBAL’S PERSPECTIVE ON THE STATE OF APAC ECONOMIES

Shaun Roache, Managing Director, Chief Economist, Asia-Pacific, S&P Global Ratings

9:40 – 10:20

panel: APPLYING FACTORS IN CHANGING MARKET CONDITIONS  

·    Examine the performance characteristics of different factors in different economic cycles

·         What are the headwinds of applying appropriate factor strategies?

·         The new generation of factor strategies and their tactical application

Moderator:

Priscilla Luk, Managing Director, Global Research & Design, Asia Pacific, S&P Dow Jones Indices

 

Panelists:

Sim Ee Cheah, Head of Asia-Pacific Equity Derivatives Structuring, J.P. Morgan

Michelle Cheung, Quant Chief Investment Officer, Hwabao WP Asset Management

 

10:20 – 10:45

COFFEE BREAK

10:45 – 11:25

InVESTor talks: incorporating esg into investment portfolios

·         How do the regulatory changes and data enhancement affect the growth of ESG investing around the world?

·         Explore how investment professionals such as asset owners, family offices and investment consultants, integrate ESG in their investment decisions

·         What are the challenges of ESG integration in Asia? How does robust ESG data play a role in the incorporation process?

Moderator:

Mary Leung, CFA, Head, Advocacy, Asia Pacific, CFA Institute

 

Panelists:

-       Sophia Kim, Managing Director, Head of Global Coverage Group, Hong Kong and Head of Passive Sales, APAC, DWS

-       Eva Law, Founder & Chairman, Association of Private Bankers in Greater China and Association of Family Offices in Asia

-       Adeline Tan, Wealth Business Leader, Hong Kong, Mercer

-       Priscilla Luk, Managing Director, Global Research & Design, Asia Pacific, S&P DJI

-       Michele Leung, Director, Financial Institutions Business, Trucost

11:25 – 12:05

panel: cAN multi-asset STRATEGIES Save investors from no returns?

·         The rise of the multi-asset class and risk parity strategies amid market uncertainties

·         How could these strategies potentially smooth out equity market drawdowns and improve risk-adjusted returns?

·         How to tactically allocate asset in different risk-on and risk-off market environments

Presenter & Moderator:

Tianyin Cheng, Director, Strategy and Volatility Indices, S&P Dow Jones Indices

 

Panelists:

-       Julian Liu, Chairman, Yuanta Securities Investment Trust

-       Jung Hwan Lee, Head of ETF Solution Division, Samsung Asset Management

 

12:05-12:15

building the right fit with Customized solutions

·         How can product issuers use customized index solution to build investment strategies for their clients?

Kenny Chan, Head of Custom Indices, Asia Pacific, S&P Dow Jones Indices

12:15 – 12:55

Panel: is passive investing becoming MoRE active in asia?

·         How would production innovations, such as active ETFs and 2x inverse products, drive the growth of Asian ETF markets?

·         Tactical use of ETFs as building blocks to access markets nimbly    

·         What are the prospects for ETF connectivity and cross-listing? Which type of ETFs will shine for these new schemes?

Moderator:

Jo Murphy, Managing Director, Asia Pacific, CAIA

 

Panelists:

-       David Lai, Partner and co-Chief Investment Officer, Premia Partners

-       Jacqueline Pang, Vice President, Head of ETF Capital Markets, APAC, State Street Global Advisors

-       Steve Wang, Deputy Head / Portfolio Manager, Index and Quantitative Investment Department, Bosera

-       Melody He, Executive Director, Head of ETF, Platform & Structured Solutions, CSOP

-       Brian Roberts, Head of Exchange Traded Products, HKEX

 

12:55 – 13:00

 

CLOSING REMARKS

Angeline Choo, Head of Southeast Asia and Greater China, S&P Dow Jones Indices

13:00 – 14:00

NETWORKING LUNCH

 

 

Shaun Roache

S&P Global Ratings

View Bio >
Priscilla Luk

S&P Dow Jones Indices

View Bio >
Sim Ee Cheah

J.P. Morgan

View Bio >
Michelle Cheung

Hwabao WP Asset Management (Hong Kong) Co., Ltd.

View Bio >
Sophia Kim

DWS

View Bio >
Eva Law

Asia Family Offices Association, Greater China Private Banking Association

View Bio >
Adeline Tan

Mercer

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Mary Leung

CFA Institute

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Michele Leung

Trucost

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Tianyin Cheng

S&P Dow Jones Indices

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Julian Liu

Yuanta Securities Investment Trust

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Jung Hwan Lee

Samsung Asset Management

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Kenny Chan

S&P Dow Jones Indices

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Jo Murphy

CAIA Association

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David Lai

Premia Partners

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Jacqueline Pang

State Street Global Advisors

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Steve Wang

Bosera Asset Management

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Melody He

CSOP Asset Management

View Bio >
Brian Roberts

HKEX

View Bio >
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