Programme Taipei

08:30

Registration

09:10

Opening address: 2019 investment barometer – sunny days or brewing storms

• Impact of divergent monetary policies and geopolitical uncertainties on the Asian markets
• Strategies in asset allocation and risk diversification in the rising rate environment
• Outlook and potentials of emerging market sectors in a volatile environment

09:30

Presentation: ETF Technology 2.0: New trends and applications for institutional investors

• Evolution and industry overview
• Thematic: Megatrends, Smart Beta, case studies

10:00

Presentation: “Location” Alpha – maximising your investment return

• 5 simple steps to selecting the right ETF
• Looking beyond the total expense ratio and determining total cost of ownership
• How to improve the tax efficiency of your investments

10:40

Coffee Break

11:00

Live trading demo: Access hidden liquidity and trade ETFs efficiently

• Leverage on technology to tap into the real liquidity of ETFs
• Ensure best execution, manage and lower your trading cost and market impact
• How and when to execute which ETF (listing place vs underlying basket)

11:30

Presentation: Investing with Bond ETFs: A new perspective

• How to use Bond ETFs
• New trends in Bond ETFs e.g. Bond inclusion in China

12:00

Presentation: Choosing the right factor and smarter approach to factor investing

• Evolution of portfolio construction practices
• Using factors to remake portfolios, mitigate risks and solve conventional challenges
• Practical tools and metrics to achieve better risk-adjusted returns

12:30

Panel: Location matters – Trading Asia in Asia

• Why Asia’s ETF market is the sweet spot to ride on the surge in the region’s investor interest?
• ETFs vs futures: Which is the more efficient product to trade Asia in Asia?
• How to leverage Asia’s diverse product platform to construct your global portfolios?
• How to capture opportunities in China’s rising status in international indices through ETFs?

13:00

Networking lunch

14:00

End of Forum