IAM & Family Offices Leaders Conversation
2017 Event Photos
The IAM and Family Offices Leaders Conversation brings together the key leadership of the increasingly significant and important IAM community alongside select Family Offices to debate and examine the key client opportunities and growth inhibitors in this growing segment of the wealth management industry in Asia.
|8:30am – 9:00am||Registration and Coffee|
|9:00am – 9:05am||Opening comments|
|9:05am – 9:45am||Leaders Conversation Panel 1
A matter of ‘if’ or ‘when’? Paving the way forward for Asia’s IAM industry
Asia’s independent asset management industry expects to double the amount of client assets it manages by 2020, a feat that would require a CAGR of around 16%, which is well above the rate of growth for the region’s private banking industry. Give this ambition, what issues need be addressed today to ensure a profitable tomorrow?
|9:45am – 10:25am||Workshop 1
Active vs. Passive within emerging market equities – looking beyond the cost of investing
It is widely understood that passives are an effective way to access well researched, efficient markets. With the AUM of EM ETFs growing rapidly, does the same hold true within the Emerging market equity space? Should we focus purely on cost, or does this investment universe provide greater scope for managers to add alpha? M&G explore the nuances relating to price, liquidity and the importance of what you own v what you don’t own, as well as explaining the investment philosophy of their EM franchise.
|10:25am – 10:50am||Networking Coffee|
|10:50am – 11:30am||Workshop 2
The Emergence and Increasing Importance of Thematic investing
· Long term structural investment themes
· Defence against high overall market valuations and risk
· The need to differentiate from the benchmark driven ETF
· The need to still keep fundamental analysis at the heart of investment vs shorter term holding periods and fund flows
· An eventual increasing desire for individuals to take longer term ownership view on equites
· Providing solutions catering to the themes via products; Bitcoin, Swiss Research Basket, Industry 4.0, Cyber Security
|11:30am – 12:10pm||Leaders Conversation Panel 2
How are IAMs grappling with dented investor confidence in Asia?
Not unlike their private banking peers, independent asset managers (IAM) face similar struggles with advising clients to reduce cash allocations, diversify out of fixed income allocations and add risk, particularly in equities. Although the macro environment is still benign, investor appetite remains mixed and focus on downside protection is still pronounced.
How are IAMs providing differentiated offerings to grapple with such challenges? What are their views on popular regional investment trends at private banks, such as the ongoing demand for fixed maturity bond (FMB) funds or fund-linked notes? How are clients responding? In what areas have IAMs been able to specifically demonstrate a competitive advantage or added value, relative to clients being directly serviced by private banks?
|12:10pm – 1:10pm||Networking Luncheon|
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