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
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
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