• Education in financial planning: Achievements and challenges. The importance of investing for the longer term.
• Learning from the global financial crisis: the value of portfolio diversification and asset allocation
• The potential of Islamic Wealth Management
• Impact of the pension reform. The development of the private pension fund industry

Mark Toh, Vice President, Federation of Investment Managers Malaysia

• Product innovation
• Exchange traded funds in the core and satellite part of portfolios
• How to select the right ETF. What are the key factors?

• Asia’s role in reshaping the post-crisis global economy and effects on clients’ portfolios
• Focussing on investment solutions rather than products. Dealing with investors’ interest for “new” products
• How to optimise and rebalance a pension portfolio at each stage of the individual’s life cycle
• How to structure investment linked products with adequate protection
• Managing assets taking advantage of market volatility
• The increased importance of risk management. How to use efficiently investors’ risk budget
• Building effective Liability Driven Investment Solutions
• Selecting and monitoring third-party funds and managers in multi-management solutions
• Advice-based approach versus product push approach
• Adding value through active management
• ETFs on the rise in portfolio management
• Benefits and challenges of asset management joint ventures

• How to generate alpha in a predominantly beta world
• Understanding and reviewing clients’ needs and risk profile. Translating advice into products
• Implementing a holistic approach to wealth management
• Portfolio optimisation and analysis techniques
• Latest asset allocation techniques
• Filling gaps in product offering
• Embracing a guided or open architecture. Sub-advisory versus feeder funds.
• Blending passive and active approaches
• Alternatives as diversifiers in investors’ portfolios