Weekly roundup of people news, Sept 18

BNP Paribas Asset Management's Apac CIO retires; China Asset Management (HK) names a new chief; Peak Re adds new senior vice-president in Switzerland; Robeco reorganises China equities team after CIO exit; Indosuez Wealth Management appoints head of Asia capital markets; HSBC Global AM adds head of fixed income ESG research and more.

Partner Insights

Asian financials: Bracing for challenges

Asian banks are in a stronger position now compared to the 2008 crisis; however, the longer it takes for economic recovery post Covid-19, the greater the likelihood of consolidation within the sector. Areas of concern include asset quality, profitability and the pace of digitisation. Operational and financial resilience will be the keys to success.

Going forward with UOB Asset Management

UOB Asset Management was named Best Asia Fund House of the Year in our most recent Asset Management Awards. The exclusive interview with Boon Kiat Thio (Group CEO of UOB Asset Management) and Vana Bulbon (CEO of UOB Asset Management Thailand) uncovers the key priorities for the business moving forward.

E-commerce: driving Asia’s next leg of growth

This is the fourth of six articles in Eastspring’s Asian Expert Series, which explores the future of Asia post Covid-19. Robust logistics networks, a rising middle class, improving financial infrastructure and rapid innovation will fuel the region’s e-commerce revenues, which will in turn drive GDP growth, productivity and economic inclusion in Asia.

Asian healthcare: poised for growth

This is the third of six articles in Eastspring’s Asian Expert Series, which explores the future of Asia post Covid-19. The pandemic has exposed gaps in preparedness and health capacity globally that will trigger increased spending on healthcare infrastructure and research capabilities. Equally, it has revealed interesting investment possibilities as technology spawns new age healthtech entities.

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Webinar

The Investment Process of the Future

Asset owners across Asia are facing unprecedentedly difficult investment conditions. A seemingly endless era of zero-to-low rates are depressing yields from traditional fixed income asset classes. Major and long-term geopolitical changes, a worldwide de-globalisation movement, and the enduring pain of covid-19 are causing strategic allocation uncertainty.

Building the right investment process to adapt to constantly changing norms has never been more urgent. Developing the right technological infrastructures, powered by a sophisticated operating model, as well as having the right data analytics capabilities, and crucially the right talent, are the only ways asset owners and managers can achieve sustainable growth. The implementation of such a model requires future-looking c-level executives working collaboratively with their service providers.

The ‘Investment Process of the Future’ webcast is aimed at the entire c-level of leading asset owners and managers, from operations to technology, administration to investment, and information to risk. Convening c-level executives from asset owners and managers alike, it will highlight:

  • How the shockwaves of covid-19 can prepare a strategy for future disruption
  • How different organisational functions can work together to create an investment process that is adaptable to constant external changes
  • How to build an effective ‘digital-first strategy’ that spans across different investment functions
  • How to identify and keep top talent for increasingly changing roles
  • Making sense of data in a world of data ‘over reliance’

Leading the Transformation of Asset Servicing

https://www.bnymellon.com/us/en/what-we-do/business-insights/leading-the-transformation-of-asset-servicing.jsp

A new investment era: will Asian & HK Dollar bonds win the race for resilience?

An interactive discussion with market experts to explore the value, opportunity and liquidity in Asian fixed income to help asset owners tackle the reality of low rates.

As post-pandemic portfolios strive to adapt to a market environment that shows little consensus, the Asian investment grade universe seems a more rational bet than most. It accounts for almost 80% of the region’s USD credit, which offers higher yields than US or Euro equivalents with lower duration. 

Investing in Hong Kong dollar debt, for example – along with other Asian USD bonds, typically issued by large, stable or government-related institutions – also enables diversification, risk management and a way to shore-up risk-adjusted return targets at a time when any sort of stability is highly sought after.

Providing insights and practical take-aways - this session will include a brief outlook on the macro environment for the rest of 2020, plus implications for fixed income portfolios, especially Asian (including HK dollar) bonds.

 

Key discussion points to include - 

 

New approaches to asset allocation and risk management within the fixed income universe - to prepare portfolios for a post-pandemic era

The outlook for Asian fixed income - and how this fits within the broader macro context

Ways to tackle a ‘lower for longer’ rates environment via Asian debt

Key factors in weighing liquidity vs yield amid today’s environment

Where next for the Hong Kong market - including challenges and opportunities for HKD bonds

Holding your managers accountable in times of volatility

In times of volatility, it’s more important than ever to understand how your managers are performing and whether there are any areas for concern – be it with respect to the funds you’ve invested in or the organisational issues around the firms you have partnered with.

In this webcast, eVestment in partnership with AsianInvestor, will share unique proprietary data around how institutional investors globally have responded to market volatility and suggest some best practices about how best to monitor managers.

The discussion offers participants a chance to learn about specific examples of how market-leading institutional investors conduct quarterly manager monitoring as a way to both prepare for manager meetings and to flag potential investment risks.



Main points of discussion include:
 

- Why ongoing monitoring of investment managers is important

- Key ways to accurately scrutinise your external managers’ performance

- The importance of monitoring performance and risk relative to peers, not just benchmarks

- Flags that may signal areas of concern to discuss with your manager

Revisiting Total Portfolio Approach: Position Your Organisation For Uncertain Times

There is evidence that a well-executed TPA can provide a return benefit of 50 to 100 basis points per annum over a traditional, SAA-based approach (Total Portfolio Approach – A global asset owners study into current and future asset allocation practices. Thinking Ahead Institute). However, investors must be prepared to fully commit to the organisational design, with the potential changes to operations and investment support systems that it implies, if they are to fully reap these benefits.

SimCorp, in partnership with AsianInvestor, will conduct a webinar that dives into the TPA approach.  This webinar will cover: 

• The shift away from traditional, Strategic Asset Allocation to TPA
• The impact of TPA on capital allocation, internal culture and governance 
• Is TPA worth the time, cost and effort? 
• The biggest challenges of implementing this approach
• What asset owners need to do to effectively execute TPA’
• A panel discussion

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Weekly roundup of people news, Sept 11

Point72 sees Apac business development head exit; Value Partners loses new COO; William Blair opens Singapore office; NZ Super adds new board member; Bursa Malaysia appoints former Kwap CEO; Eastspring names new Thailand CEO; Capital Group names product head for Asia and Europe; Neuberger appoints first official institutions head, and more.

Weekly roundup of people news, Sept 18

BNP Paribas Asset Management's Apac CIO retires; China Asset Management (HK) names a new chief; Peak Re adds new senior vice-president in Switzerland; Robeco reorganises China equities team after CIO exit; Indosuez Wealth Management appoints head of Asia capital markets; HSBC Global AM adds head of fixed income ESG research and more.