The Asset Events

Enhancing portfolio performance through smart beta

September 27 2017 - Hong Kong
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In today’s persistent low-yield environment more and more asset owners and asset managers are resorting to the use of smart beta strategies in order to enhance performance.

In the past two years, there has been an increasing trend towards the use of smart beta indexes, in particular, for asset allocation by asset owners seeking innovative ways of improving the performance of their portfolios as well as on increasing cost-savings.

Asset owners are also starting to apply smart beta index asset allocation strategies for ESG investing and sustainability investments. But while the use of smart beta strategies in general, smart beta indexing in particular, has been growing in Europe and the US, Asian institutional investors are just starting to get interested in this methodology.

  • Why are smart beta strategies catching on among global asset owners?
  • Why are smart beta strategies appropriate for today’s low-yield environment?
  • Which smart beta strategies are suitable for equity investing?
  • Is smart beta suitable for fixed income investing?
  • Why smart beta index strategies are gaining the interest of some asset owners?
  • Why multi-factor strategies are preferred by more asset owners who are currently implementing smart beta index strategies?
  • How can asset owner us smart beta index asset allocation for performance and risk management?

Panellists

  • Patrick Kuhner, client portfolio manager, Rosenberg equities, AXA Investment Managers
  • Tobias Bland, chief executive officer, Enhanced Investment Products
  • Rolf Agather, managing director, North America research, FTSE Russell
  • Harold Kim, founder & chief executive officer, Neo Risk Investment Advisors
  • David Lai, partner & co-chief investment officer, Premia Partners
  • Taie Wang,‎ vice president & deputy head of research, State Street Global Advisors
  • Jessica Cutrera, founding partner, responsible officer & compliance officer, The Capital Company

Moderator

  • Bayani Cruz, executive editor, The Asset

 
Venue
Four seasons
35/F Two Exchange Square Hong Kong
Date: September 27 2017
Time: 9:00am to 11:30am

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