In today's ever-evolving financial landscape, the asset management industry in Asia-Pacific (APAC), particularly those in key financial hubs such as Singapore and Hong Kong, face unprecedented challenges and opportunities.

It is important, now more than ever, for distribution executives from asset management companies to understand the opportunities and nuances in the regional market and the considerations that go into fund and manager due diligence/selection, so as to align their strategies with regional market priorities and investors needs.

This 3-hour in person seminar will explore the regional dynamics which shapes fund selection criteria, regional regulatory standards, trends and impacts on selection processes, key drivers of AUM traction in mutual fund sales, considerations in fund and manager selection, to drive asset under management (AUM) traction.

LEARNING OBJECTIVES

At the end of the training, participants will be able to:

1. Gain insights into Asia-Pacific’s AUM growth trends and the critical drivers behind fund and manager selection.
    
2. Understand regional dynamics and investor behaviors, including
   fragmentation, emerging markets, and growth vs stability prorities.
   
   
3. Identify how regulatory developments across Asia and globally (e.g., ESG regulations, compliance) influence manager and fund selection. 
   
   
4. Explore emerging tools and strategies such as AI, ESG integration, and
   blockchain, and their role in modern due diligence practices.
    
5. Apply best practices in fund and manager selection to align strategies
   with investor goals and drive AUM growth sustainably.
   
   

PROGRAMME OUTLINE

This programme is designed and taught by Mr. Gary Sim, a seasoned finance professional with over 30 years of experience, spanning manager and fund selection, due diligence and wealth management.

Click here for the full course prospectus.

WHO SHOULD JOIN

Junior and mid-level executives from distribution teams at asset management firms, insurance companies, consumer & private banks, fund platforms, and family offices, focusing on those with operations or origins in Asia, particularly Singapore or Hong Kong, will benefit from the training.

Participants will receive a certificate of attendance and qualify for 3 non-Core CPD hours.

COURSE FEEDBACK

"Very insightful, informative and real. Good to understand the counterparty side of thoughts to better understand what distributors look for as asset managers." - Business Development Manager, Local Fund House

"Speaker was interesting, experienced and insightful." - Head of Wholesale, Global Fund House

"The case study, human touch, and examples are close to heart." - Business Development Manager, Global Fund House

"An industry veteran who shares his experience of the situation which he has encountered previous is very useful for us." - VP, Digital Business, Local Fund House

FEE*

IMAS Members: $350

Non-IMAS Members: $380