September 27, 2012
Harbour Grand, HK

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ETF & Indexing Investment Asia Invites You To View Exclusive Resources


Asia’s biggest and only investor focused event returns with in-depth discussions on the next generation of ETF & indexed products.
ETF & Indexing Investment Asia has become a leading brand name that brings in the most number of index tracking investors. With a carefully tailored investor guest pass strategy you can be assured that only WBR’s ETF & Indexing Investment Summit delivers the right audience. Last year the event created a buzz in the industry when it attracted more than 170 attendees, of which 60% were buy-side representatives. This year the event guarantees an even bigger crowd of highly focused investors and high-level strategic themes.


Q&A
Interview with Marcus Christoe of the ASX
Marcus Christoe, Senior Manager Funds & Investment Products, Business Development Capital Markets , of the ASX shares his opinions on:

  • Across the region Korea has greatest liquidity in ETFs, Japan has the largest AUM, HK is second in liquidity and AUM. Why consider funds in Australia? 
  • What is the ASX doing to help ease foreign listing of ETFs and investment regulation in Australia and what has been the result of these conversations with the regulators?
  • How does he see the region developing over the next 5 years?
  • What are the latest industry innovations that he's witnessing?


    
Q&A
Interview with Reid Steadman, Global Head of ETF Licensing
In this 2 minute interview, Reid Steadman from S&P Indicies shares with us his opinions on:

  • What ETFs have been missed out in the Asian markets?
  • How does the ETF market in the U.S is different from the market in Asia?
  • How does he design an index that meets the expectations of ETF issuers and asset managers?
  • What can ETFs do to distinguish themselves from the competition?
  • How to explain ETFs to clients
  • Which region of Asia has the greatest potential for ETFs?


    
Podcast
Stuart Leckie from Stirling Finance on tracker funds, the best ETF tool and whether synthetic ETFs are a good vehicle
Click to access the podcast if you are interested in:
  • Who will win between ETFs and index Funds
  • Challenges associated with investing or trading in ETFs in Asia
  • What Asian Investors’ tastes for ETFs is like
  • Quick advice and takeaways about the regulatory changes on QDII and QFII in China and how this might change your ETF investment landscape
    
Article
Plenty of room for growth in Korea's ETF market
By Hank Morris
    
Article
Reduced reliance on the West driving Asian ETF growth
By Elizabeth Dooley
    
Article
Commodity ETFs versus Managed Futures 2012
Jeffrey L. Stouffer, Kingsview Asset Management, LLC
    
Book excerpt
Investment Funds in China - A New Look, Foreword
By Anthony Neo

<excerpt>

In the last ten years, the financial landscape of China and the World in general has drastically changed. China has become much more integrated into the global trading as well as the financial system. In the wake of the worldwide financial crisis of 2008, China has become one of the important players in the setting of the global regulatory agenda. Its vast foreign currency reserves, now exceeding USD3 trillion, play an important role in the global markets and its own currency, the RMB, is being gradually internationalized.

 

    
Book excerpt
Investment Funds in China - A New Look, Chapter 01
 By Stuart Leckie & Rita Xiao

<excerpt>

Currently, the investor landscape in China’s capital markets is evolving towards a more even mix of investor classes, with institutional investors progressively taking over from retail investors as the major force. As assets continue to expand, the role of both domestic and foreign institutions is growing, with more interaction among investment funds, pension funds, insurance companies, corporates, sovereign wealth funds (SWFs) and Qualified Foreign Institutional Investors (QFIIs).

This book, written in English, aims to describe and explain the changing financial markets and investment arena in China for an international audience. In addition to the investment fund industry itself, all related sectors and industries are described as well, since nowadays these different market forces interact with each other intensively. This book should be of interest and value to international fund managers, banks, security firms, insurance companies, academics, economists and all those with a genuine interest in the emergence of China.

 

    
Book excerpt
Investment Funds in China - A New Look, Order Form
Book summary and how to order your copy.

This book, by Stuart Leckie and Rita Xiao, aims to describe and explain the changing financial markets and asset management arena in China for an international audience. The investment funds industry, which reached a peak in 2007, unexpectedly shrank thereafter. An insider’s look will be provided in this book regarding the reasons for decline, the current state of the industry, and a possible roadmap ahead. Moreover, a comprehensive review is given in respect of interactions among institutional investors in the asset management space, including fund management companies, insurance companies, sovereign wealth funds, pension funds, trust companies, QFIIs, etc.

 

    
Q&A
Exclusive interview with Gary Sum, CEO of SwissCapital Asia
Here we are honored to have Gary Sum, SwissCapital Asia Chairman & CEO and China CFC Group Director & CEO, conducting an exclusive interview with WBR’s Sophie Doan where he shared his executive and strategist perspective on ETFs.
    
Article
ETFs in Australia – The story from real game players
Kingsley is the founding partner, and Chief Investment Officer of Jevons Global, a proponent of global thematic investing, a style which seeks to capture value and trade opportunity in the perpetual unfolding of global macroeconomic trends. Jevons Global is a new entity devoted to bringing rigour and institutional-grade risk management to thematic investment products. The style and process are founded on prior experience in running a successful global thematic equities fund.
    
Article
Listen to Casey and how he uses Coca Cola to explain ETFs to his clients

    
Featured content
Insights into Evaluating Exchange Traded Funds (ETFs)

The impact ETFs have had in reshaping the way investors build and manage portfolios is a testament to the appeal of their core benefits, which include diversification, lower fees and expenses, liquidity and transparency. As the industry expands, institutions, investment professionals and retails investors have demanded a greater variety of ETFs to meet a broader range of objectives and risk tolerances. ETF providers have responded by expanding product lines to encompass a wider range of asset classes, including fixed income, emerging market equities and bonds, commodities among others.

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