This event is free to attend and qualifies for CPT/CPD points.
2019 Discretionary Dialogue Photos
|8:30am – 9:00am||Registration & Breakfast|
|9:00am – 9:10am||Opening Comments|
|9:15am – 9:55am||Panel Discussion 1: Bridging The Income Gap
When asked what kind of income Asian clients prefer, most would simply answer “the more, the better”. This thirst for income has driven a rise in investment solutions that seek to maximise income distributions for investors. However, as markets adjust to a new normal of low (or even negative) rates, how can investment solutions help private banks bridge the gap between income demand and availability? This session focuses on the construction and delivery of income solutions. What are the more attractive sources of income currently? What are the potential dimensions for customisation? And how can we marry these with client situation and risk tolerance? What are the potential pitfalls in being overly aggressive in chasing income?
|10:00am – 10:35am||Briefing: Differentiated Fixed Income – Accessing US Corporate Bonds
With Asian clients heavily skewed towards fixed income products throughout 2019, the search for high performing, yet differentiated, fixed income offerings has been challenging. Within the diverse and liquid US corporate bond market, where are some of the most interesting and undiscovered return opportunities which can be added to Asian portfolios?
|10:40am – 11:00am||Networking Coffee|
|11:00am – 11:30am||Briefing: When ESG Theory Hits the Reality of the Bond Market
With responsible investing likely to become an increasingly important consideration for both bond investors and the wider fund management industry, Pierre Chartres, Investment Director for M&G’s fixed income team, will discuss how environmental, social and governance (ESG) factors can be incorporated into high yield and emerging markets corporate bond portfolios.
|11:35am – 12:15pm||Panel Discussion 2: Scaling a Managed Solutions Business
The trajectory of measured growth from Asian clients for DPM capabilities continues apace in 2019, with more banks investing in their managed solutions capabilities in anticipation of further demand in the region. What business strategies are private banks pursuing to scale their managed solutions capabilities in a sustainable, profitable and differentiated manner? Particularly given the substantial upfront investment required, how can private banks nimbly and intelligently align cost outlays with revenue returns expectations to further support Asian DPM businesses?
|12:15am – 12:25pm||Briefing: Q3 DPM Industry Sentiment|
|12:25pm – 12:30pm||Closing Comments|
|12:30pm – 1:30pm||Networking Luncheon|