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On March 25, Hubbis hosted a virtual Digital Dialogue panel discussion on Exchange Traded Funds (ETFs) and their rising prominence for the wealth management community in Asia. For this discussion, there will also be a particular angle of refraction on the expanding universe of tailored ETFs, as the panel of experts will discuss how smart beta can be expressed through ETFs that adapt the asset composition to fit certain key investment trends and themes that their creators have identified, and which they believe will find strong investor demand. This growth of thematic ETF investing has already found strong appeal in the region.

There has of course been a rising tide of interest in Asia broadly for ETFs of all types in recent years, and their effectiveness as part of any robust, sound portfolio has been seen even more sharply in the spotlight of the Covid-19 market volatility earlier in 2020.

The discussion will range over the global rise of the ETF phenomenon, their effectiveness in sophisticated and robust portfolios, their value for self-directed investors and, for the private bankers and wealth advisory community of Asia, to help them roll out more advisory and DPM mandates amongst their private clients.

There are many specific trends that can also be captured through tailored ETFs, such as for example China’s technology sector, global medical and healthcare, or perhaps country-specific ETFs such as Vietnam, or perhaps carefully assembled ETFs that aim to selectively capture the towards sustainability and social impact via ESG-centric ETFs. The panel will look closely at how these smart beta ETFs are assembled and discuss the rationale for the broad expansion of thematic ETFs.

And it is not only equity ETFs that will be in focus here, as fixed income ETFs have proven themselves to offer investors both liquidity and performance, especially during the market stresses of Q1, 2020. At that time, many institutions and very wealthy investors, instead of their traditional approach of buying single bonds, bought into fixed income ETFs due to the liquidity, speed of execution, and transparency.

The discussion will naturally be directed towards the Asian wealth management community, to debate where such ETFs fit into private client portfolios in the region, and how and why they should build a greater allocation towards ETFs, including smart beta ETFs that allow for greater thematic expression in the portfolios.

Sep 22

ETFs - Using them to embrace Thematic and ESG opportunities

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Claire Cheng

BlackRock

Stephanie Leung

StashAway

Mitchell Lam

CSOP Asset Management

Paul Gambles

MBMG Group

Dr. Nick Xiao

Hywin International

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Event Agenda
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  • 15.00pm

    ETFs - Using them to embrace Thematic and ESG opportunities

    • What are the benefits of thematic ETFs?
    • Are there any particular themes that resonate with HNW clients in Asia at the moment?
    • How are clients implementing thematic ETFs in portfolios?
    • How should ETFs be used within advisory and DPM mandates?
    • Are Asian investors also gravitating towards ESG ETFs?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Claire Cheng

    Investment Strategist, APAC ETF and Index Investments

    BlackRock

    Dr. Nick Xiao

    Chief Executive Officer

    Hywin International

    Paul Gambles

    Director

    MBMG Group

    Stephanie Leung

    Director & Head of StashAway HK and Group Deputy CIO

    StashAway

  • 16.00pm

    Webinar Ends

Sep 22

ETFs - Using them to embrace Thematic and ESG opportunities

3.00pm - 4.00pm HKT/SGT

Speakers

Claire Cheng

BlackRock

Stephanie Leung

StashAway

Mitchell Lam

CSOP Asset Management

Paul Gambles

MBMG Group

Dr. Nick Xiao

Hywin International

Sep 22

ETFs - Using them to embrace Thematic and ESG opportunities

3.00pm - 4.00pm HKT/SGT

Partners
Sep 22

ETFs - Using them to embrace Thematic and ESG opportunities

3.00pm - 4.00pm HKT/SGT