The evolution of ETFs within wealth management
Dan Draper of Credit Suisse Asset Management looks at the role of ETFs within portfolios, and explains why and how they add value despite negative publicity and also the preference by advisers towards products with higher fees.
Using funds of hedge funds in investment portfolios
Aarnout Snouck of AXA Funds of Hedge Funds looks at the role and suitability of funds of hedge funds in the portfolios of retail and high net worth investors, and explains how advisers can distinguish various providers.
The basics of UCITS funds
David Kingsley of Man Investments explains the main features and characteristics of UCITS structures, and the pros and cons of these types of funds.
UCITS funds as tools to access alternatives
Tim Peach of Man Investments explains the use and application of UCITS funds within retail portfolios in Asia, in particular for accessing alternative investments.
Separating ETF myth and reality
Anthony Chan of BlackRock looks at some of the common myths in relation to ETFs, and explains the issues that investors should think about to distinguish fact from fantasy.
Understanding funds of hedge funds
Aarnout Snouck of AXA Funds of Hedge Funds discusses the key features and characteristics of funds of hedge funds, including dispelling various myths and explaining issues for investors to consider.
How to invest appropriately in private equity
In Part 3 of this product briefing, experienced market practitioners discuss the key issues in relation to investing in private equity, including suitability, things for investors and advisers to focus on and consider, and what can go wrong when making investments.
Understanding private equity
In Part 1 of this product briefing, experienced market practitioners explain the key characteristics, benefits, risks, styles, misconceptions and applications of private equity, with particular reference to its role and value within wealth management.
Understanding managed futures funds
David Kingsley of Man Investments explains the main features and characteristics of managed futures funds, including how and when they provide benefits for investors.
The value of managed futures funds in portfolios
Tim Peach of Man Investments looks at the role of managed futures funds within retail portfolios, and explains some of the common challenges and misconceptions for investors to overcome.
Understanding the RMB bond market
Stephen Chang of JP Morgan Asset Management looks at some of the features of the emerging RMB bond market, and explains the various risks and considerations for investors.
Understanding ETF liquidity
Nick Good of BlackRock looks at some of the key issues when it comes to understanding liquidity in relation to ETFs, and addresses some of the common misconceptions.
Accessing hard-to-reach markets via ETFs
Nick Good of BlackRock looks at how investors can use ETFs effectively, including to access restricted markets while avoiding any pitfalls in the process.
Private equity in investment portfolios
Marshall Mays of Emerging Alpha Advisors explains some of the main drivers, considerations and risks for investors in private equity, and reveals some key questions that advisers should be asking to ensure suitability.
Suitability with equity derivatives
In the final part of this product briefing, market practitioners look at key issues and considerations in terms of how to sell equity derivatives appropriately to end-clients – focusing on suitability and addressing some of the common misunderstandings, plus a look at market changes since the financial crisis.
High yield bonds in investment portfolios
In the final part of this product briefing, several market practitioners discuss the value and role of high yield bonds in investment portfolios – and explain the various issues and considerations for investors and advisers to ensure they make appropriate buying decisions.
Behind the scenes of high yield bond deals
In Part 2 of this three-part product briefing, several market practitioners explain the steps and players involved in the process of structuring and pricing high yield bond deals, and also look at the components of successful deals as well as what to watch out for.
The basics of high yield bonds
In Part 1 of this three-part product briefing, market practitioners talk about the key features and characteristics of high yield bonds – including why companies issue them, basic structures and related issues, the main risks, and the history of the market globally and in Asia.
What is the future for exchange-traded funds in Asia?
Despite the dramatic growth in exchange-traded funds (ETFs) to date in Asia, investors still have a long way to go to fully understand the real value and use of these products as investment tools if ETFs are to gain further traction across the region and start to form a larger proportion of portfolios.
Understanding the basics of fixed income products
Jeremy Amias of Amias Berman explains some of the basics of fixed income products, including how and why bonds add value to investment portfolios.
The role and value of hedge funds in portfolios
In the final part of this product briefing on hedge funds, several key market participants discuss the due diligence involved in assessing hedge funds, consider their value in a wealth management context, and look at the issues around selecting them effectively for portfolios.
A closer look at the dynamics of hedge funds
In Part 2 of this three-part product briefing on hedge funds, several key market participants discuss the different fees for investors to be aware of, explore the main risks, look at common misconceptions about hedge funds, and reveal some of the main challenges ahead for the industry in Asia.
Understanding the basics of hedge funds
In Part 1 of this three-part product briefing on hedge funds, several key market participants explain the basic characteristics, structures and strategies of hedge funds, as well as looking at how they have developed in Asia, and lessons learned from the financial crisis.
Andrew Clark of Thomson Reuters talks about the index business and explains some of the main features and issues surrounding the creation and development of indices.
A robust due diligence process for buying hedge funds
Richard Johnston of Albourne Partners explains some of the main considerations and issues for both investors and advisers when they are looking to find the right hedge funds for a portfolio.
Using ETFs effectively in investment portfolios
In Part 2 of this three-part product briefing, key market participants explain how to apply ETFs in an investment portfolio. This includes using ETFs as part of asset allocation, issues for advisers and investors to consider and be aware of, and when ETFs might not be the best option.
Understanding the basics of ETFs
Part 1 of this three-part product briefing on exchange-traded funds (ETFs) looks at the basic features, structures, benefits and risks of this increasingly-popular investment tool – as well as at how the market has evolved and some of the opportunities and challenges for ETFs going forward.
Being well-positioned for a rebound in structured products
Thomas Fang of UBS discusses both recent and expected activity in structured products in Asia, and looks at the main changes in terms of the sales, distribution and education processes since the financial crisis.
The value of exchange-traded products and platforms
Sutat Chew of Singapore Exchange Limited (SGX) explains the benefits for issuers and investors alike of exchange-traded investment products, and why SGX is well-positioned to offer a robust platform.
Adapting to the changing appetite for structured products
Peter Hu of Barclays Capital explains the shift towards simplicity, liquidity and transparency in structured products, amid changes in the approaches of regulators, issuers, distributors and investors post-financial crisis.