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5th Taiwan Investment Summit

Investing in a changing market

18 June 2019 - Taipei

5th Taiwan Investment Summit

Investing in a changing market

18 June 2019 - Taipei
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Taiwan’s investment landscape is fast evolving. Global trade tensions, market volatility and geopolitical risks continue to impact the market. Deregulation, meanwhile, has played an important role in the development of the market. The relaxation of investment quotas paved the way for more investment options for domestic investors.

The bond market becomes more attractive as formosa bonds become popular among investors, particularly insurers, who struggle with the market’s low yields. The country’s ETF market is seeing increased participation from institutional investors, resulting in new innovative products. ESG investing is on the rise as corporates and investors ramp up efforts to achieve financial returns along with sustainable performance. Multi asset strategies present a compelling opportunity as investors continue to diversify.

However, challenges remain. Currency risk has become a major issue as investors pile up on overseas assets. Regulatory changes, which are currently underway, could re-impose investment restrictions. Amidst this landscape, what opportunities are available for Taiwanese investors as they search for better returns in this volatile market?

The Asset is pleased to be organizing the 5th Taiwan Investment, a high-level event which will bring together institutional investors, insurance companies, private banks and asset managers to discuss the developments that are reshaping the Taiwan's investment landscape.

台灣的投資格局正在快速演變。近年來,台灣市場正逐漸成為一個為本地投資人和亞洲機構投資人提供高度複雜性投資產品和解決方案的中心。

台灣也正升級成為亞洲地區主動基金的投資樞紐,投向中國大陸、香港、日本、印度、東盟、韓國和俄羅斯等主要市場。同時,在充滿不確定性和波動性的市場環境之下,台灣採取的一系列積極措施,亦為資本市場帶來了增長和相對穩定的局面。

台灣高度富足的養老金、保險以及私人銀行與理財行業,也有突飛猛進的增長。鑑於其投資人群體較為成熟,因此市場對於更具創新性的投資策略、投資產品與解決方案的需求依然十分旺盛。

台灣地區的ETF市場已從提供普通ETF,發展到提供較為複雜和高級的被動型ETF。與此同時,隨著企業和投資人加大力度在獲取財務回報的同時,也實現業績的可持續發展,ESG投資市場也在崛起之中。

 
Venue
TW
Le Méridien Taipei
 
38 SongRen Road, Xinyi District Taipei
Taiwan
June 18 2019
地點
Conrad Centennial Singapore Hotel
台北寒舍艾美酒店
 
台北市信義區松仁路38號
台灣
2019年6月18日

Agenda

08:00
Registration
09:00
Welcome remarks
09.20
Panel: Investing in a changing market
Taiwan’s investment market is changing. The relaxation of investment, coupled with the country’s burgeoning institutional and private banking assets, pave the way for more investment products. However, challenges remain as global trade tensions, market volatility and geopolitical risks continue to impact the market. Amidst this landscape, what opportunities are available for investors as they search for better returns?
  • What regulatory initiatives are being launched to further develop the market?
  • The active vs passive debate
  • How do investors manage currency risk?
Jim Cao
Jim Cao
vice president, passive product specialists
DWS Group
Thomas Tse
Jason Liu
head of fixed income investment
Manulife Investment Management (Taiwan)
Jeff Chang
Jeff Chang
vice chairman
Pension Fund Association R.O.C
Ted Holland
Ted Holland
CEO, asset management, Asia
Union Bancaire Privée
Daniel Yu
Daniel Yu
Editor-in-Chief
The Asset
10.10
Networking and coffee
10.40
Panel: ETFs – the next level
Taiwan’s ETF market is seeing increased participation from the institutional and private banking sector, resulting in innovative products. ETFs have also become an important tool in asset allocation strategies. How are ETFs evolving to service new investor requirements?
  • How do investors use ETFs in their portfolios?
  • How can factor investing be used for implementing active fund strategies?
  • What do investors look for when choosing ETFs for asset allocation?
Philip Hu
Philip Hu
chairman
Fubon Asset Management
Randolf Tantzscher
Randolf Tantzscher
managing director – indices, Asia Pacific
IHS Markit
David Lai
David Lai
partner, co-CIO
Premia Partners
Julian Liu
Julian Liu
chairman
Yuanta SITC
Bayani Cruz
Bayani Cruz
executive editor
The Asset
11.20
In conversation: Regulatory updates for ETF
This session will examine the new regulatory initiatives and incentives launched implemented by stock exchanges in promoting ETFs across Asia.
Bella Chiu
Bella Chiu
director, sales and client
Singapore Exchange
Mark Lee
Mark Lee
chief representative
Tokyo Stock Exchange
Bayani Cruz
Bayani Cruz
executive editor
The Asset
12.00
Luncheon
13.30
Panel: ESG investing in Taiwan
Asian investors are embracing ESG. In Taiwan, institutional investors take the lead in integrating ESG factors into their investment decisions. ESG factors, traditionally, integrated into active funds, have also found their way in passive strategies. How can ESG investing become mainstream in Taiwan?
  • Why is ESG investing important in asset allocation for Taiwanese institutional investors?
  • How can they enhance their ESG investing knowledge, capabilities, and skills?
  • How do they integrate ESG factors in their investment strategies?
Shu-Fen Cheng
Sophia Cheng
chief investment officer
Cathay Financial Holdings
Joseph Tang
Joseph Tang
chief investment officer
Prudential Securities Investment Trust
Janette Chen
Janette Chen
editorial analyst
The Asset
14.10
Panel: Fintech and investing
Taiwan’s investor base is increasingly become more sophisticated. As a result, new products and digital platforms have been introduced to the market in recent years. Fintech has also played a role in reshaping the investment landscape, particularly in terms of trading and risk management.
  • How can digital platforms in Taiwan better facilitate trading for investors?
  • The role of smart investing and robo-advisors
  • How can regulators deploy fintech to enhance risk management for Taiwanese portfolios?
Ko-Yang Wang
Ko-Yang Wang
founder & chairman
Fusion$360
James Liu
James Liu
chairman
PruWell Investment
Thomas Tse
Thomas Tse
head of sales, North Asia
WeInvest
Darryl Yu
Darryl Yu
deputy editor
The Asset
14.50
Closing remarks

議程

08:00
登記
09:00
開幕致辭
09.20
小組討論:投資於多變的市場
台灣的投資市場形勢多變。投資放寬,加上台灣機構投資人與私人銀行的蓬勃發展,為打造更多投資產品鋪平了道路。然而,全球各地的貿易緊張局勢、市場波動以及地緣政治風險對市場產生持續影響,因此挑戰仍然存在。在此形勢下,投資人尋求更優回報時,又面對怎樣的機遇?
  • 哪些監管舉措可進一步推動市場發展?
  • 主動投資與被動投資
  • 投資人如何應對貨幣風險?
Jim Cao
Jim Cao
vice president, passive product specialists
DWS Group
Thomas Tse
Jason Liu
head of fixed income investment
Manulife Investment Management (Taiwan)
Jeff Chang
張錫
副理事長
中華民國退休基金協會
Ted Holland
Ted Holland
CEO, asset management, Asia
Union Bancaire Privée
Daniel Yu
楊韙銘
總編輯
《財資》
10.10
茶歇交流時間
10.40
小組討論:ETFs——邁向新台階
台灣的ETF市場吸引越來越多的機構投資人和私人銀行參與,從而產生各種創新型產品。ETF也已成為一項重要的資產配置策略工具。 ETF應如何發展以滿足投資人的全新需求?
  • 投資人如何在投資組合中使用ETF?
  • 如何使用要素投資實施主動式基金策略?
  • 選擇ETF進行資產配置時,投資人的目的是什麼?
Philip Hu
胡德興
董事長
富邦投信
Randolf Tantzscher
Randolf Tantzscher
managing director – indices, Asia Pacific
IHS Markit
David Lai
賴子健
合夥人兼首席投資官
Premia Partners
Julian Liu
劉宗聖
董事長
元大投信
Bayani Cruz
Bayani Cruz
執行編輯
《財資》
11.20
小組討論三:新型ETF問世
台灣已從提供普通ETF發展到提供極為複雜和被動型ETF。市場上現推出哪些新產品?投資人是否為更高端的ETF產品做好準備?
Bella Chiu
Bella Chiu
director, sales and client
Singapore Exchange
Mark Lee
李彬凌
香港辦公室首席代表
東京證券交易所
Bayani Cruz
Bayani Cruz
執行編輯
《財資》
12.00
午宴
13.30
小組討論四:台灣ESG投資市場
如今,亞洲投資人都在採用ESG。台灣的機構投資人則率先將ESG要素融入自己的投資決策中。除了傳統的主動式基金,ESG要素亦開始在被動式投資策略中佔一席之地。那麼在台灣,ESG投資怎樣才能成為主流?
  • ESG投資對台灣機構投資人資產配置的重要性如何?
  • 台灣機構投資人如何加強自身在ESG投資方面的知識、能力與技能?
  • 台灣機構投資人如何將ESG要素融入自己的投資策略中?
Shu-Fen Cheng
程淑芬
投資長
國泰金控
Joseph Tang
唐雲益
投資長
保德信證券投資信託
Janette Chen
陳霈媛
撰稿編輯
《財資》
14.10
小組討論五:金融科技與投資
台灣投資人群體正日益成熟。因此,近年來市場引入一些新興產品和數字化平台。金融科技也在投資格局的重塑中發揮一定作用,尤其在交易和風險管理方面。
  • 數字化平台如何幫助台灣投資人更便捷地進行交易?
  • 智慧投顧的作用
  • 監管部門如何利用金融科技加強台灣投資組合的風險管理?
Ko-Yang Wang
Ko-Yang Wang
founder & chairman
Fusion$360
James Liu
James Liu
chairman
PruWell Investment
Thomas Tse
Thomas Tse
head of sales, North Asia
WeInvest
Darryl Yu
楊義位
副編輯
《財資》
14.50
閉幕致辭
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