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12:00 pm - 1:00 pm
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Registration and Buffet Lunch (1 hour)
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1:00 pm - 1:10 pm
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Opening Remarks (10 mins)
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Alex Prout
Head of APAC, DWS
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1:10 pm – 1:50 pm
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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)
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1:50 pm – 2:20 pm
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A Sceptical Fiduciary’s Guide to Sustainable Investing (30 mins)
The Right Answers to the Wrong Questions
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Stuart Kirk
Head of Global Research Institute, DWS
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2:20 pm – 3:00 pm
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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
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Helga Birgden
Partner, Global Business Leader,
Responsible Investment, MercerCarlos Sanchez
Director, Climate Resilience Finance
Willis Towers WatsonJacqueline Duiker
Senior Project Manager Responsible Investment, VBDO
Moderated by:
Pieter Furnée
Global Head of Responsible Investing,
Global Coverage Group, DWS
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3:00 pm – 3:30 pm
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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
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Michael Lewis
Head of ESG Thematic Research, DWS
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3:30 pm – 4:00 pm
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Networking Break (30 mins)
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4:00 pm – 4:40 pm
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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
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Colin Seng, CFA
Head of ESG and Research
Nippon Life Global Investors Singapore LimitedMichael 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
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4:40 pm – 5:20 pm
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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
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Ferdinand Haas
Head of Product Strategy and Head of Investment Specialists EMEA & APAC, DWS
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5:30 pm – 7:30 pm
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Networking Cocktails (2 hours)
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SuperTree by IndoChine
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8:30 am – 9:00 am
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Registration and Morning Break (30 mins)
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9:00 am – 9:30 am
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Go Digital or Go Home (30 mins)
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Thorsten Michalik
Member of the Executive Board, DWS
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9:30 am – 10:10 am
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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
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10:10 am – 10:50 am
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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?
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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
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10:50 am – 11:20 am
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Networking Break (30 mins)
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11:20 am – 11:50 am
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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
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Ferdinand Haas
Head of Product Strategy and
Head of Investment Specialists
EMEA & APAC, DWS
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11:50 am – 12:20 pm
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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
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Olivier Souliac
Strategic Beta Fixed Income
Product Development, DWS
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12:20 pm – 1:50 pm
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Lunch Break (90 mins)
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1:50 pm – 2:00 pm
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Welcome Remarks (10 mins)
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Victoria Sharpe
Head of Alternatives, APAC, DWS
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2:00 pm – 2:30 pm
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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?
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Mark G. Roberts
Head of Research and Strategy for Alternatives, DWS
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2:30 pm – 3:10 pm
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Sustainability Trends to Watch in Asia Pacific (40 mins)
- Private Equity and Debt Type Strategies
- Environmental Social Capital Funds
- Global Clean Technology Investing
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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
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3:10 pm – 3:40 pm
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Networking Break (30 mins)
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3:40 pm – 4:20 pm
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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?
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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
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4:20 pm – 5:00 pm
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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
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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
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5:00 pm
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Event Ends
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