On July 23, Hubbis will host a virtual Digital Dialogue panel discussion on Exchange Traded Funds (ETFs) and their rising prominence for the wealth management community in Asia.

There has been a rising tide of interest in Asia for ETFs in Asia in recent years and their effectiveness as part of any sound portfolio has been even more sharply in the spotlight during the Covid-19 created market volatility this year, particularly for the performance and especially liquidity they offered during the times of greatest stress.

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 wealth advisers of Asia, for advisory and DPM. We will look at ETFs and the curation of portfolio models via robo-advisory. And the panel will discuss the arrival of ETF-only portfolios, and essentially the encouragement to adopt a more comprehensive portfolio approach for the wealth management community, based on clearly defined goals, and in which ETFs play an increasingly important role is smart and robust portfolio construction.

Fixed income ETFs have proven themselves to offer investors both liquidity and performance, especially during the market stresses of Q1, 2020. In fact, when investors were suddenly faced with underlying bond markets that were largely illiquid in March, many institutions, instead of their traditional approach of buying single bonds, bought into fixed income ETFs due to the liquidity, speed of execution, and transparency.

And as the world’s leading investors gravitate increasingly towards sustainability and social impact, Asian investors are increasingly interested in ESG ETFs, and the wealth management advisory community is reporting more and more conversations on and adoption of ESG strategies, which can also be efficiently incorporated via the growing universe of ESG ETFS.

Asia was before the pandemic in a period of rising sophistication in the overall approach to HNW and UHNW portfolios. The discussion on July 23 will shine the light on the latest advances and look ahead to ever more ETF adoption in the years ahead.

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Watch this dialogue on demand

Jul 23

How are private wealth managers using ETFs today?

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

Vivek Mohindra

Kristal.AI

Jean Chia

Bank of Singapore

Freddy Lim

StashAway

Anthony Arthur

BlackRock

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Event Agenda
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  • 15.00pm

    How are private wealth managers using ETFs today?

    • ETFs – how are they used by private wealth managers today?
    • Is there a trend towards wealth managers building ETF only portfolios?
    • What is ‘Whole Portfolio’ Thinking?
    • What’s their role in DPM?
    • How are wealth managers building robo platforms and what’s the role of ETFs?
    • Is the interest in fixed income ETFs continuing to grow? How are they used by wealth managers?
    • Are private wealth managers increasingly using ETFs for liquidity purposes?
    • To what extent are ETFs relevant to the ESG theme?
    • Robo Advisors Only ETF Allocation models? Why is this gaining traction?
    • Types of ETF Portfolios, Passive, Active, Leveraged
    • Smart Beta and Factor ETFs – how are they used?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Anthony Arthur

    Director, Head of iShares Asia ex-Japan Wealth Distribution

    BlackRock

    Jean Chia

    Head, Portfolio Management & Research Office (PMRO)

    Bank of Singapore

    Vivek Mohindra

    Co-Founder & Responsible Officer

    Kristal.AI

    Freddy Lim

    Co-founder & Chief Investment Officer

    StashAway

    Dhruv Arora

    Founder, CEO

    Syfe

    Wael Salem

    Chief Executive Officer

    Tradesocio

  • 16.00pm

    Webinar Ends

Jul 23

How are private wealth managers using ETFs today?

3.00pm - 4.00pm HKT/SGT

Speakers

Vivek Mohindra

Kristal.AI

Jean Chia

Bank of Singapore

Freddy Lim

StashAway

Anthony Arthur

BlackRock

Wael Salem

Tradesocio

Dhruv Arora

Syfe

Jul 23

How are private wealth managers using ETFs today?

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Jul 23

How are private wealth managers using ETFs today?

3.00pm - 4.00pm HKT/SGT