Watch the On Demand version of this discussion


MSCI defines thematic investing as a top-down investment approach, designed to capitalise on opportunities created by macroeconomic, geopolitical and technological trends that are both structural and transformative in nature. This investment approach offers investors a whole new way to capture powerful global trends that may drive future stock or asset performance. MSCI observes that thematic investing is not a sector, factor or ESG strategy; nor is it bound by conventional geographic or industry classifications, such as style or market capitalisation, but is instead an investment approach that takes a long-term view of how trends can change prevailing business models and value chains while facilitating investor access and exposure to growth themes of the future.

A Fidelity Viewpoints report highlighted how thematic investing strategies consider long-term trends, ideas, beliefs, and values when choosing stocks, bonds, mutual funds, ETFs, and other investments, noting that among the most popular types of thematic strategies are those focused on disruption, megatrends, ESG (environmental, social, and governance), differentiated insights, and outcomes, adding that these thematic mutual funds or ETFs can provide opportunities to invest in themes as well as offering the benefits of professional investment research and management.

But how does all this apply to the Asian wealth management market, and to private clients across the generations, and what are the private banks, the IAMs and EAMs and the fund management creators doing to tailor and deliver more product and solutions to meet the very clearly growing demand for thematic investing in the region? Our panel of genuine experts debated the rise of thematic investing in Asia, discussed what themes have been in demand and what trends are evolving, and analysed how the key intermediaries, advisers and fund houses are adapting their strategies to cater to this growing segment of the investment market.

 

May 6

The Rise of Thematic Investing for Asia’s Private Wealth Cli...

3.00pm - 4.00pm HKT/SGT

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Haren Shah

Taurus Wealth Advisors

Stephanie Leung

StashAway

Andrew Hendry

Aberdeen Standard Investments

Eugenia Koh

Standard Chartered Bank

Thomas Taw

BlackRock

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event content
All event content

Experience our latest event for yourself

Middle East Wealth Management Forum 2020

3.00pm - 4.00pm HKT/SGT

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 15.00pm

    The Rise of Thematic Investing for Asia’s Private Wealth Clients

    • What are the key banners (disruption, ESG etc) under which thematic investing is evolving?
    • How does the panel see the evolution of demand for thematic investing amongst Asia’s private clients, and what are the key motivators and trends?
    • How is the private wealth community reacting to the growing demand in terms of the creation and delivery of thematic investment opportunities?
    • What is hot and what is not, and why?
    • There are plenty of equity-based thematic opportunities, but what about in the world of fixed income?
    • What is the active fund management industry doing in terms of new offerings or promoting thematic funds they might have created some time ago and that are of greater interest today?
    • In the world of exchange-traded funds (ETFs), thematic investing has taken on greater importance, so how are ETF providers promoting thematic and smart beta strategies, and what is in vogue at this time?
    • As these thematic ETFs demand greater involvement from the fund creators, and therefore higher expense ratios, can they be offered to investors at the right pricing levels compared to standard ETFs that track benchmark indices?
    • Where is the demand coming from in Asia? Is it younger investors that are driving the interest, for example, as these NextGens seek to align asset selection with certain social, economic or corporate themes and inclinations? Or it the demand more broadly based?
    • How do investors identify the thematic investments and are the intermediaries and distributors doing enough to promote this segment of the market?
    • Are too many clients chasing the same ideas?
    • How important is timing?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Haren Shah

    Managing Director, Head of Investments

    Taurus Wealth Advisors

    Andrew Hendry

    Head of Distribution – Asia Pacific

    Aberdeen Standard Investments

    Thomas Taw

    Director, Head of iShares Investment Strategy, Asia Pacific

    BlackRock

    Stephanie Leung

    Director and Head of StashAway HK

    StashAway

    Eugenia Koh

    Head, Sustainable Investing Consumer, Private and Business Banking

    Standard Chartered Bank

  • 16.00pm

    Webinar Ends

May 6

The Rise of Thematic Investing for Asia’s Private Wealth Cli...

3.00pm - 4.00pm HKT/SGT

Speakers

Haren Shah

Taurus Wealth Advisors

Stephanie Leung

StashAway

Andrew Hendry

Aberdeen Standard Investments

Eugenia Koh

Standard Chartered Bank

Thomas Taw

BlackRock

May 6

The Rise of Thematic Investing for Asia’s Private Wealth Cli...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

May 6

The Rise of Thematic Investing for Asia’s Private Wealth Cli...

3.00pm - 4.00pm HKT/SGT