It is crucial to identify which parts of an investment portfolio need treatment to make it work better. Here are some practical examples of weaknesses that could be detected earlier and need attention to fix.
Investors and advisers at AsianInvestor’s 2nd annual China Global Investment Forum debate the approach institutions should take to accessing international markets.
Among other things, the Hong Kong Investment Funds Association wants to see covenants honoured, rebates dropped and ratings requested.
Finally, a set of guidelines drafted by private banks for private banks, says Catherine Tillotson of Scorpio Partnership.
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The new rules from the European Securities and Markets Authority will affect research consumption and fund distribution in Asia, according to a roundtable by AsianInvestor and BNP Paribas.
Franklin Templeton shuffles sales heads; Manulife AM's new Singapore equities head; Franklin Real Asset Advisors names new head of Asia; Former Value Partners MD joins Pins AM and more.
Steven Seow has left the consultancy to focus on building up his own business, which connects bankers to projects. This follows a senior shake-up at the firm early last year.
The China Insurance Regulatory Commission has released a set of rules that poses new limits on insurers' alternatives investments, forcing them to look for yields elsewhere.
Shum is leaving after just eight months with the Hong Kong-based asset manager, which last week saw its planned acquisition by China's HNA Group fall through.
SSGA hires Korea head; Credit Suisse recruits investment experts; HSBC Singapore gets wealth head; Vontobel AM bulks up in Australia; Safra Sarasin's Singapore CEO exits and more.
Foreign asset managers are fast ramping up their China growth plans, say recruiters. With investment management WFOEs tipped to double in 2018, a talent bottleneck is forming.
Hong Kong will finally take steps to cancel the offset mechanism in the retirement saving scheme this year, which will likely benefit asset managers.
While some fixed income experts hope Chinese bonds will be included in major indices this year, others feel issues with Bond Connect will delay such inclusion into 2019.
Fund industry executives are braced for a revolution in product distribution, as the Japanese regulator gets tough with the dominant local players.