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Asset Classes and Investment Styles

Finding out a client's real risk appetite

Alan Luk of Hang Seng Bank explains how advisers can work with their clients to identify a realistic risk profile and put in place a suitable investment strategy in the post-financial crisis environment.

Creating new funds distribution and advisory models

Mark Konyn of RCM Asia Pacific explains how the fund management industry is adapting its product and distribution processes as it works with wealth managers to create more advisory-led and outcome-oriented offerings for investors.

Why Asian credit is a good bet for investors

Colin Blackwell of Opvs Group discusses some of the features, benefits and challenges involved in the Asian credit markets, and explains the value of specialist investment managers in this space.

The growing role of insurance products

Mun Kurup of ING Asia Pacific explains the ever-greater realisation among financial advisers and end-clients of the need for insurance products as part of a comprehensive wealth management strategy.

The role of fund managers in the investment process

Binay Chandgothia of Principal Global Investors explains the processes, roles and responsibilities of fund managers, and discusses their objectives and challenges in trying to put in place effective investment strategies.

Adding hedge funds to investment portfolios

Paul Smith of Triple A Partners discusses the value of hedge funds in a typical investment portfolio, and explains how advisers can overcome challenges and misconceptions in the selling process.

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.

Are ETFs really the way forward?

Given the increasing focus on exchange-traded funds (ETFs), we are conducting a survey to get your views on this product as an investment tool and its role in portfolio construction.

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.

Understanding the appetite for bond funds

Andrew Fung of Hang Seng Bank looks at the shift in appetite towards bond funds – and the associated considerations for advisers – given the volatility in equities and changes in risk tolerance following the financial crisis.

Rare stamps as alternative investments

Geoff Anandappa of Stanley Gibbons Ltd talks about the role of rare stamps in investment portfolios, and in particular their value in providing diversification given that they are a truly uncorrelated asset class.

Using benchmarks for investing

Marc Van de Walle of Bank of Singapore discusses the use, application and relevance of benchmarks to investing, in particular for long-term investors, and explains some of the associated pitfalls.

The right strategy for building sound equity portfolios

Yoon-Chou Chong of Aberdeen Asset Management Asia explains his approach to investing in equities and reveals what he looks for when trying to find value for portfolios over the long term.

Active management trends

Peter Elston of Aberdeen Asset Management discusses some of the trends in active management after the financial crisis, including challenges the industry is facing.

Knowing the basics of active management

Peter Elston of Aberdeen Asset Management explains the key characteristics of active management, looking at how active managers differentiate themselves and at how investors can make the right choices.

The right mindset for investing in a new environment

Yoon-Chou Chong of Aberdeen Asset Management Asia looks at some lessons from the recent financial crisis, making comparisons with the Asian crisis in 1997 and considering the impact on investment mentality today.

Banking on an increased appetite for insurance in Asia

Chris Kaye of BCG looks at some key trends in distributing insurance products in Asia, especially the development of bancassurance, and he discusses the industry’s potential growth across the region.

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.

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.

Using commodities effectively in portfolios

William Lowndes of Threadneedle explains the growing role and importance of commodities in investment portfolios, including how buyers can access this asset class as well as the risks for them to consider.

The development of Asia's bond market

Stephen Chang of JP Morgan Asset Management discusses some of the main trends in the Asian bond market, and shares his views on how it is likely to develop going forward.

Taking a multi-manager approach to investing

John Lau, head of investments for Asia at SEI, which administers $402 billion in mutual fund and pooled assets and manages $164 billion in assets, explains how investors can look to use multi-manager investment products for their investment strategy.

The role of fixed income in investment portfolios

George Boubouras of UBS Wealth Management discusses how and where fixed income fits into investor portfolios, and looks at some of the issues and risks for buyers of this asset class to consider.

Creating a winning ETF platform

Dan Draper of Credit Suisse Asset Management explains how ETF providers can stand out, and reveals the priorities for his business as it looks to continue to innovate in this space and evolve its platform.

Developing a sound emerging market strategy

Arrash Zafari of Castlestone Management looks at the issues, strategies and risks for people to consider when they invest in emerging markets, and reveals specific opportunities in frontier markets.

The basics of sustainable and responsible investing

Therese Niklasson of Threadneedle explains the evolution and growth of sustainable investing, and what it means for investors, as well as looking at its key components.

Understanding commodities as an asset class

David Donora of Threadneedle explains the main features and characteristics of commodities as an investment, as well as issues to consider such as risks, pricing and how to get access to them.

Carving out a niche in sustainable investing

Therese Niklasson of Threadneedle describes the processes she follows in relation to sustainable investing, and explains what the firm is doing in this area in Asia.

How to select fixed income products

Philippe Descheemaeker of AXA Investment Managers looks at the main merits and pitfalls of fixed income, and explains some of the considerations for investors when allocating to this asset class.

How to invest wisely in mutual funds

Edmund Yun of CIBC Private Wealth Management discusses some of the key issues and considerations for investors when looking at mutual funds, and explains how advisers can help in the process.



 


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