A day-in-the-life: portfolio manager – Duncan Goodwin
Duncan Goodwin of Martin Currie Investment Management explains a typical day in the life of a fund manager for a global resources fund, as well as what it takes to be successful in this role.
Duncan Goodwin of Martin Currie Investment Management explains a typical day in the life of a fund manager for a global resources fund, as well as what it takes to be successful in this role.
One of the biggest challenges for the Asian wealth management industry continues to be how it can encourage clients to think longer term, and in a more diversified way, as part of their portfolio strategies.
In Part 1 of this documentary, market practitioners in India provide insight into the country’s wealth management industry - discussing the vast opportunities for growth, how the market has developed, its regulatory framework, the product offering and typical client portfolios.
Peter Lee of Veco Invest Asia explains the key strengths of the firm in the region, including how it can make the most of the opportunities locally and also what it looks for in custodians.
Given the uncertainty and volatility in the global markets, clients are getting more conservative and defensive, demanding a higher degree of transparency and yield.
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.
David Kingsley of Man Investments explains the main features and characteristics of UCITS structures, and the pros and cons of these types of funds.
The after-effects of the financial crisis on Asian investors’ risk and product appetite, and their wealth management relationships in general, has made it more important than ever before to review the advisory process with behavioural biases in mind.
Lim Chung Chun of iFAST Corporation discusses the features and benefits of wrap platforms, and explains why there is so much potential for them to become a bigger part of the wealth management offering.
Keith Black of CAIA discuses recent trends and developments in allocations to alternative investments in today’s market environment.
In Part 1 of this documentary, practitioners discuss the growing role, importance and integration of asset allocation & behavioural finance to create robust portfolios.
It seems that Asia’s notoriously-speculative investor base is seeing value – for many of them for the first time – in properly-diversified portfolios and more measured returns.
Alexander Kobler, regional head of investment products and services for UBS Wealth Management in Asia Pacific, discusses how the advisory model is increasingly been driven by more focused and active asset allocation decisions, enhanced by smarter and more industrialised technology offerings.
In Part 2 of this documentary, market practitioners reveal some of the key behavioural biases which Asian investors suffer, and explain how advisers can try to help their clients overcome them.
Adam Tejpaul, head of investments at J.P. Morgan Private Bank in Asia, talks to Hubbis about the importance of discretionary mandates for the region’s wealthy, and what it takes to encourage clients to put their money in someone else's hands.
Greg B. Davies of Barclays Wealth reveals the value and application of the firm’s financial personality assessment tool, and explains how behavioural finance can be used practically.
Henry Wong of BEA Union Investment Management Limited looks at developments, opportunities and challenges for RMB bonds, and considerations for investors.
Maggie Tsui, deputy head of investment services for BNP Paribas Wealth Management in Asia, talks to Hubbis about some of the ways that investors can tackle choppy and uncertain markets via the use of income-enhancing and alternative investment strategies.
Christophe Reech of Reech AiM Partners discusses some of the options, opportunities and risks for investors in volatile and uncertain markets.
Anthony Chan of BlackRock explains the role and value of emerging market ETFs by looking at trends in how investors are using them in their portfolios.
Pius Zgraggen of OLZ & Partners discusses the importance and evolution of efficient investing, and explains how to create stock portfolios in this way.
Rene Buehlmann, managing director and head of investment products and services in Hong Kong for UBS Wealth Management, talks to Hubbis about opportunities and trends in the alternatives space, including in relation to due diligence and fees, and about what is required to help get advisers more engaged in conversations with clients about relevant products.
Jean-Luc Freymond, chief executive officer of SAGE SA, talks to Hubbis about how wealth management organisations should look to enhance their systems to optimise portfolios and better-manage risk, and in turn enhance performance.
Calvin Tso of HSBC explains how and where risk-controlled funds fit within investor portfolios, and how wealth managers can sell them appropriately.
James R Rieger of S&P Indices looks at how investors can create income within their portfolios, and explains issues and considerations to bear in mind around yield and also inflation.
Urs Brutsch of HP Wealth Management explains the approach that European-based external asset managers (EAMs) should take when investing in Asia.
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.
Marc Lansonneur of Societe Generale Private Banking explains the role and suitability of alternative investments in portfolios, and looks at what is required to increase the take-up in Asia of the various types.
Adam Tejpaul, head of investments for J.P. Morgan Private Bank in Asia, talks to Hubbis about trends and opportunities in income-enhancing products, and looks at the best ways for investors to deploy such strategies in their portfolio.
Peter Elston of Aberdeen Asset Management explains some of the key characteristics of different commodities, and looks at how investors should use them effectively and appropriately within portfolios.