The Asset Events

Enhancing portfolio performance through smart beta

September 27 2017 - Hong Kong

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.

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


Registration and coffee
Exclusive roundtable
  • 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?
Patrick Kuhner
Patrick Kuhner
client portfolio manager, Rosenberg equities
AXA Investment Managers
Patrick Kuhner
Paul Sandhu
head of investment solutions
Conning Asia Pacific
Tobias Bland
Tobias Bland
chief executive officer
Enhanced Investment Products
Rolf Agather
Rolf Agather
managing director North America research
FTSE Russell
Harold Kim
Harold Kim
founder & chief executive officer
Neo Risk Investment Advisors
David Lai
David Lai
partner & co-chief investment officer
Premia Partners
Taie Wang
Taie Wang
vice president & deputy head of research
State Street Global Advisors
Francisco Fernandez
Jessica Cutrera
founding partner, responsible officer & compliance officer
The Capital Company
John McCareins
John McCareins
managing director, head of Asia Pacific, asset management
The Northern Trust Company
Bayani Cruz
Bayani Cruz
executive editor
The Asset
Networking and coffee

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