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.

Keynote speaker Shaun Roche, Chief Economist at S&P Global, will share his insights on capitalizing opportunities amid the ongoing trade and political tensions in Asia.

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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Michele Leung

Trucost

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Mary Leung

CFA Institute

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Tianyin Cheng

S&P Dow Jones Indices

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Education Partner
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:      

·     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:

TBC

 

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:

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

Michele Leung, Director, Financial Institutions Business, Trucost

 

11:25 – 12:05

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

·         The rise of the multi-asset class and risk parity indices 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 ESG Indices, S&P Dow Jones Indices

 

Panelists:

Julian Liu, President and CEO, Yuanta Securities Investment Trust

Carmen Cheung, Head of ETF Team, Samsung Asset Management (HK)

 

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:

Laura Lui, Partner and co-Chief Investment Officer, Premia Partners

Ray Chan, Head of SPDR ETFs, Hong Kong, State Street Global Advisors Asia

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 >
Michele Leung

Trucost

View Bio >
Mary Leung

CFA Institute

View Bio >
Tianyin Cheng

S&P Dow Jones Indices

View Bio >
Julian Liu

Yuanta Securities Investment Trust

View Bio >
Carmen Cheung

Samsung Asset Management (HK)

View Bio >
Kenny Chan

S&P Dow Jones Indices

View Bio >
Jo Murphy

CAIA Association

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Laura Lui

Premia Partners

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Ray Chan

State Street Global Advisors Asia

View Bio >
Steve Wang

Bosera Asset Management

View Bio >
Melody He

CSOP Asset Management

View Bio >
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