8:00am
8:50am
9:00am
Jenny Sofian, Chairman of IMAS and Chief Executive Officer of Fullerton Fund Management
9:10am
Alvin Tan, Minister of State for the Ministry of Trade & Industry; Board Member of the Monetary Authority of Singapore
9:30am
Longer lifespans are reshaping work, retirement, and financial planning. There is a growing need for a fresh approach that empowers individuals to maintain financial resilience sustainably, while also ensuring societies can flourish in response to evolving demographic shifts. As we discuss the longevity challenges and opportunities, join us in discovering how longer lifespans are reshaping the way we approach our investments and financial planning, understand the latest shifts in pension markets and the major thrusts of global pension reforms and their implications to Singapore. The panel will also explore adaptable and flexible strategies to accommodate modern retirement planning such as extended retirement periods and how advancements in technology can help businesses and governments support a changing demographic in the years to come.
Speakers / Moderator:
10:15am
10:45am
ETFs have often been linked to passive investing, providing investors a cost-effective way to track popular market indices. Yet, the last few years have seen the rapid growth of a different type of ETF that was once considered an unlikely pairing: Active ETFs. Increasingly, they are seen as a useful building block for portfolios among institutional and retail investors alike. The Active ETF vehicle is one of the latest innovations reshaping the asset management industry and redefining the investment landscape. This session will discuss the Active ETF revolution, unpack its structure and highlight its unique value proposition for investors.
Philippe El-Asmar, Managing Director, Head of ETF, Direct & Digital, Asia Pacific, J.P. Morgan Asset Management
11:15am
Catalysts and black swan events such as historic elections, geo-political tensions, major climate catastrophes and revolutionary technologies continue to shape and transform our financial industry. Over the next decades, the competition between US and China is likely to be a, if not the main driving force shaping geopolitics over the next decades. Other geopolitical hotspots in Russia-Ukraine, Middle East and South Africa as well as global challenges like climate change, mass migration and nuclear proliferation will determine how investors navigate an evolving landscape. As investors face a fragmented world transformed by political paradigm shifts, join us in discovering how investors might produce consistent alpha in face of extreme uncertainty and political noise.
Speaker / Moderator:
11:55am
Sabrina Gan, Chairperson, IMAS Conference Organizing Committee, and MD & Head of Third Party Wealth (Asia Pacific ex-Japan), Goldman Sachs Asset Management
12:00pm
2:00pm - 3:30pm
Masterclass 1: Climate Transition Investing (Part 1)
Climate change stands as one of the most pressing challenges of our time, yet it presents an unique opportunity for investors to drive meaningful change. As the window to bridge the emissions gap and align with the Paris Agreement narrows, the ability to navigate the complexities of the climate transition is increasingly important. This Climate Transition Masterclass will explore the various dimensions of climate transition investing, including frameworks, methodologies, stewardships, and actionable case studies.
Participants will gain insights into the application of climate scenarios, metrics, and the evaluation of strategies at the investment level, enabling them to assess the credibility and effectiveness of companies' decarbonization efforts. The Masterclass will emphasize the importance of effective stewardship and engagement in influencing corporate behaviour. By examining real-world case studies, participants will learn how to augment their investment strategies and develop engagement toolkits to effectively collaborate with companies on their transition journeys and measure the impact of their transition efforts.
Objectives and Learning Outcomes:
Trainers:
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Masterclass 2: Asset Allocation: Through the Lens of a CIO 2.0 (Part 1)
Building on the success of 2024’s asset allocation masterclass, “Through the Lens of a CIO 2.0” moves beyond the foundational concepts to explore how CIOs navigate today’s evolving macroeconomic landscape to construct resilient multi-asset portfolios.
In this interactive session, participants will step into the shoes of a CIO, guided by two seasoned investment leaders offering distinct yet complementary perspectives:
Together, they will provide a holistic framework for asset allocation by connecting global macro perspectives with practical portfolio construction strategies that align with diverse client objectives.
Join us for this engaging masterclass to sharpen your decision-making skills as an investment professional.
Objectives and Learning Outcomes:
Trainers:
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Masterclass 3: Exchange-Traded Funds (ETFs): Beyond Funds to Investment Vehicles
Exchange-Traded Funds (ETFs) have revolutionized the investment landscape, offering its users as means of versatile tools to meet investment objectives, optimize portfolios, and access to a range of diverse asset classes. As of 2024, the global asset under management of ETFs have grown to over US$13 trillion, playing a critical role in modern financial markets. This masterclass will provide insights into how ETFs and their multi-faceted utility transcended from being mere funds to tools and vehicles for innovation. Subject matter experts from CSOP Asset Management and Shorea Capital will share with participants on the topic deploying ETFs and Artificial Intelligence to navigate the evolving landscape of the global financial markets.
Objectives and Learning Outcomes:
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Masterclass 4: Navigating the risk maze – Mastering portfolio risk management
The risk landscape for investors has become increasingly complex and multifaceted given the resurgence of inflation, unpredictable US economic policies, heightened geopolitical risks and trade wars. In building risk-aware portfolios, investors must understand traditional risk factors such as market, credit, and liquidity risks but also stay vigilant about non-traditional risks that could impact portfolio performance.
Join Eastspring Investments and Mercer for this Risk Management Masterclass where you will get a deep dive on how to measure and manage the risks of the core building blocks within investment portfolios. Understand the intricacies of risk modelling and learn about the benefits as well as limitations of risk models and common risk metrics. The Masterclass will also deliver a holistic view of total portfolio risks, incorporating hedge funds, public as well as private assets.
Objectives and Learning Outcomes:
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3:45pm - 5:15pm
Masterclass 1: Climate Transition Investing (Part 2)
Synopsis as above
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Masterclass 2: Asset Allocation: Through the Lens of a CIO 2.0 (Part 2)
Synopsis as above
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Masterclass 5: Diversify and Conquer: Building Tomorrow’s Investment Portfolios Today
In an ever-evolving asset management landscape, institutional investors such as Family Offices and Endowments for example face the dual challenge of balancing risk and return while tackling new imperatives such as climate change. The broadening investment spectrum across public and private markets, coupled with the need to juggle liquidity with long-term goals and stringent governance, demands more from asset owners.
This dynamic masterclass equips participants with cutting-edge strategies to craft value-driven, diversified portfolios that align with institutional imperatives and pave the way for sustainable futures. Dive into strategic insights on portfolio diversification, decarbonisation integration, and climate transition management, all tailored to the unique objectives of long-term growth investments. Gain practical know-how on building and managing public-private portfolios, implementing robust risk management frameworks, and leveraging the expertise and resources of asset managers through solutions like OCIO.
Objectives and Learning Outcomes:
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Masterclass 6: The Rise of Total Portfolio Approach (TPA) – Case Studies and Observations from a Practitioner
As some of Strategic Asset Allocation’s shortcomings become clearer, several well-known global asset owners have begun experimenting and transitioning to a more holistic approach to building portfolios. Total Portfolio Approach (TPA) has become and extremely topical subject – with interest accelerating as early adopters validate the approach through the combination of a strong performance story and compelling theory. With the expectation that a growing number of asset owners will make the transition to TPA, a quiet revolution in investment practice seems at hand. This masterclass equips senior investment professionals and board members with a comprehensive understanding of TPA as an investment framework to holistically manage a portfolio rather than through traditional asset class silos.
Key Themes of the Masterclass
Trainers:
5:15pm