May 16, 2018

    Wednesday (PM)

  • SMART BETA 2.0

    May 17, 2018

    Thursday (AM)


    May 17, 2018

    Thursday (PM)

  • 12:00 pm - 1:00 pm
  • Registration and Buffet Lunch (1 hour)

  • 1:00 pm - 1:10 pm
  • Opening Remarks (10 mins)
  • Alex Prout

    Head of APAC, DWS

  • 1:10 pm – 1:50 pm
  • Keynote Presentation:
    Green and Sustainable Finance: G20 and China Initiatives (40 mins)
  • Dr. Jun Ma

    Co-chair of G20 Green Finance Study Group; Former Chief Economist of the People’s Bank of China (PBoC)

  • 1:50 pm – 2:20 pm
  • A Sceptical Fiduciary’s Guide to Sustainable Investing (30 mins)

    The Right Answers to the Wrong Questions

  • Stuart Kirk

    Head of Global Research Institute, DWS

  • 2:20 pm – 3:00 pm
  • Investors Panel:
    Why Responsible Investment Matters (40 mins)
    • What Drives Responsible Investment (RI) among Asset Owners and Managers?
    • How is the RI Landscape Evolving in Asia?
    • Global ESG Investment Trends
  • Helga Birgden

    Partner, Global Business Leader,
    Responsible Investment, Mercer

    Carlos Sanchez

    Director, Climate Resilience Finance
    Willis Towers Watson

    Jacqueline Duiker

    Senior Project Manager Responsible Investment, VBDO

    Moderated by:

    Pieter Furnée

    Global Head of Responsible Investing,
    Global Coverage Group, DWS

  • 3:00 pm – 3:30 pm
  • Physical Climate Risk and Asian Portfolios (30 mins)
    • Assessing Climate Risk in Financial Portfolios
    • The Importance of Climate Risk to Asian Valuations
    • Introducing the Asia Climate Risk Index Strategy
  • Michael Lewis

    Head of ESG Thematic Research, DWS

  • 3:30 pm – 4:00 pm
  • Networking Break (30 mins)

  • 4:00 pm – 4:40 pm
  • Regulatory Panel:
    Corporate Governance and Risk Management (40 mins)
    • Does Good Governance Deliver Better Corporate Performance?
    • ESG Governance Codes – Best Practices in Asia and Around the World
    • Activism vs Active Ownership
  • Colin Seng, CFA

    Head of ESG and Research
    Nippon Life Global Investors Singapore Limited

    Michael Tang

    Head, Listing Policy & Product Admission, Singapore Exchange

    Benjamin McCarron

    Managing Director, Asia Research and Engagement

    Moderated by:

    Nicolas Huber

    Head of Corporate Governance, DWS

  • 4:40 pm – 5:20 pm
  • Implementing ESG in Your Portfolio (40 mins)
    • From Filtering to Smart Integration – Deploying the DWS ESG Engine
    • Ex-ante Impact Analysis: How Does Your Bespoke ESG Definition Affect the Investment Universe and Performance?
    • Performance Attribution in an ESG Framework: Separating Various Layers of Decision Making
  • Ferdinand Haas

    Head of Product Strategy and Head of Investment Specialists EMEA & APAC, DWS

  • 5:30 pm – 7:30 pm
  • Networking Cocktails (2 hours)
  • SuperTree by IndoChine

  • 8:30 am – 9:00 am
  • Registration and Morning Break (30 mins)

  • 9:00 am – 9:30 am
  • Go Digital or Go Home (30 mins)
  • Thorsten Michalik

    Member of the Executive Board, DWS

  • 9:30 am – 10:10 am
  • Keynote Presentation:
    Are You Managing Portfolio Risk or Just Chasing Past Performance? (40 mins)
  • Roland Rousseau

    Head of Client Risk Strategy, Global Markets, RMB Morgan Stanley

  • 10:10 am – 10:50 am
  • Investors Panel:
    Implementing Smart Beta Strategies in Your Portfolio (40 mins)
    • How to Approach Smart Beta Investing?
    • Which One is More Effective – Rotating through Single Factors vs Staying Invested in a Multi-factor Portfolio?
    • Have We Thought about Fixed Income Smart Beta Investing?
    • How Can We Forecast Smart Beta Portfolio Outcome?
  • Björn Kvarnskog

    Head of Equities, Future Fund

    Chiam Swee Chiang

    Portfolio Manager, Real Return Program, Government of Singapore Investment Corporation (GIC)

    Stefano Cavaglia

    Head of Investment Research, Findex

    Moderated by:

    Simon Klein

    Head of Passive Sales Specialists,
    EMEA & APAC, Global Client Group, DWS

  • 10:50 am – 11:20 am
  • Networking Break (30 mins)

  • 11:20 am – 11:50 am
  • Factor Investing:
    Avoiding the Pitfalls, Capturing the Full Potential (30 mins)
    • Mind the Difference: Factor Returns vs Factor Yields in Return Estimation
    • Mind the Structural Break: How to Manage Your Portfolio in an Ever-Changing Market Environment
    • Turning Theory into Application: Learnings from 17 Years of Practical Implementation
  • Ferdinand Haas

    Head of Product Strategy and
    Head of Investment Specialists

  • 11:50 am – 12:20 pm
  • Smart Beta Implementation in Fixed Income (30 mins)
    • Identifying and Capturing Factors in Fixed Income Markets
    • Yield Enhancement Opportunities
    • Case Studies for Multi-asset Investors: Generating Income with Fixed Income
  • Olivier Souliac

    Strategic Beta Fixed Income
    Product Development, DWS

  • 12:20 pm – 1:50 pm
  • Lunch Break (90 mins)

  • 1:50 pm – 2:00 pm
  • Welcome Remarks (10 mins)
  • Victoria Sharpe

    Head of Alternatives, APAC, DWS

  • 2:00 pm – 2:30 pm
  • Keynote Presentation:
    The Outlook for Real Estate and Infrastructure (30 mins)
    • Where are the Core Locations with Favourable Demographic Dynamics?
    • What are the Attractive Opportunities in Unlisted Infrastructure?
    • How to Play Defensive with a Real Estate Portfolio?
  • Mark G. Roberts

    Head of Research and Strategy for Alternatives, DWS

  • 2:30 pm – 3:10 pm
  • Sustainability Trends to Watch in Asia Pacific (40 mins)
    • Private Equity and Debt Type Strategies
    • Environmental Social Capital Funds
    • Global Clean Technology Investing
  • Alan Chan

    Associate Director, Business Development & Asset Management Oversight, CLP Holdings Limited

    Mingdi Cao

    Senior Economist, Deputy Director, Department of Green Finance, Renmin University of China

    Moderated by:

    Priscilla Lu
    Sustainable Investments, Alternatives, DWS

  • 3:10 pm – 3:40 pm
  • Networking Break (30 mins)

  • 3:40 pm – 4:20 pm
  • Investors Panel:
    Asia Pacific Allocation on the Rise (40 mins)
    • Which are the latest trends when it comes to capital allocation globally and specifically to APAC?
    • Why APAC allocation is able to attract more interest than US and Europe / other regions?
    • Are the risk adjusted returns appropriately defined towards APAC where there is a lot of diversity across countries?
  • Joseph Tang

    Principal of The Townsend Group

    Charlene Huang

    Co-Head Multi-Managers Real Estate APAC, Real Estate & Private Markets, UBS Asset Management

    David Edwards

    Portfolio Manager, Alternatives, DWS

    Moderated by:

    Gianluca Muzzi

    Head of Alternatives Coverage Specialists, DWS

  • 4:20 pm – 5:00 pm
  • One Belt, One Road: Navigating New Opportunities (40 mins)
    • China’s Belt and Road Initiative: What Does it Mean for Investors?
    • Digital Silk Road: How Does Technological Advancements in Connectivity Contribute to the BRI Initiatives
    • Sustainable Financing: How has ESG / Sustainability Shaped Potential BRI Investments
  • Richard Hu, CFA

    Managing Director, Everbright Overseas Infrastructure Investment Fund, China Everbright Limited

    Jonathan Berney

    Chief Operating Officer, Chayora

    Moderated by:

    Danny Chow

    Head of China Institutional Business, Global Coverage Group, DWS

  • 5:00 pm
  • Event Ends