| 08:30 |
Registration and Refreshments |
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| 09:00 |
Welcome and Chairman’s opening remarks
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| 09:10 |
Keynote Speech. Trends and developments in the South Korean fund and wealth management industry
- Measures to strengthen the global competitiveness of the financial investment industry in Korea
- Implementing a self-regulatory system focused on enhanced risk management and investor protection
- Education in financial planning: Achievements and challenges.
- Lessons learned from the global financial crisis: the value of portfolio diversification and asset allocation
- How to encourage investors to invest for the longer term
- Analysing the trends to open architecture and fund management delegation
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| 09:35 |
Exchange Traded Funds in asset allocation
- Product innovation
- Exchange traded funds in the core and satellite part of portfolios
- How to select the right ETF. What are the key factors?
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| 10:00 |
Panel Session. Investment solutions in the new world order
- Asia’s role in reshaping the post-crisis global economy and effects on clients’ portfolios
- Focusing on investment solutions rather than products. Dealing with investors’ interest for “new” products
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How to optimise and rebalance a pension portfolio at each stage of the individual's life cycle
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How to structure investment linked products with adequate protection
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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
Moderator:
Andrew Wood, Contributing Editor
PWM
Kenneth Kyosuk Lee, Head of Business Development/Strategic Marketing, Global Products & Marketing, Samsung Investment Trust Management Company
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| 10:40 |
Coffee break
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| 11:00 |
Alternative/Fixed income
Goldman Sachs Asset Management
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| 11:25 |
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| 11:50 |
Panel Session. Implementing an efficient asset allocation and open architecture
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Pros and cons of a guided versus an open architecture. Analysing the costs of training and marketing
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Filling gaps in product offering. Sub-advisory versus feeder funds
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Understanding and reviewing clients’ needs and risk profile. Translating advice into products
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Implementing a holistic approach to wealth management
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Portfolio optimisation and analysis techniques
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Latest asset allocation techniques
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Blending passive and active approaches
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Alternatives as diversifiers in investors’ portfolios
Moderator:
Andrew Wood, Contributing Editor, PWM
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| 12:30 |
Chairman’s closing remarks
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| 12:35 |
Buffet Lunch and networking opportunity
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