Programme TKO

Programme TKO


11 July 2019, The Ritz Carlton, Tokyo




Chairman's welcoming remarks


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


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

  • Evolution and industry overview
  • Thematic including Megatrends and Smart Beta 


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


Coffee Break


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)


Presentation: China inclusion: doubling up and its challenges

  • China’s evolving market
  • China A shares inclusion
  • Opportunities for onshore and offshore investors


Presentation: Modern portfolio construction utilizing ETFs and factors

  • 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


Panel: Location matters – Trading Asia in Asia

  • How to trade Asia with ETFs to optimize price discovery, lower trading costs, capture Asia’s market movements and reap the most tax benefits?
  • 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?


Networking lunch


End of Forum