ESG and Sustainability – Refining the Investment Proposition to Attract Asia’s HNW Clients 2022 | Hubbis | 16 March 2022 | Online

If there is a major investment wave to ride in the world today, it is surely the wave of this event, impact and sustainability. It originated actually some decades ago in the US and Europe, and in recent years has really gained power and momentum and is now flooding the investment landscape worldwide, and increasingly so in Asia. This event will analyse the world and sustainability from the viewpoint of how it impacts the Asian private wealth market, to determine what the fund management community, the private banks, the EAMs/IAMs/MFOs and the single-family office are doing to ride the wave, or perhaps to find out why some of them might still be watching from the shore.

As we know, environmental criteria aim to define how a company performs from an environmental impact perspective. Social criteria define how a company manages relationships with employees, suppliers, customers, and the communities in which it operates. And governance deals with a company’s corporate culture, its leadership, executive and broader compensation, audits, internal controls, and shareholder rights. But what does it all mean to investors? Well, a growing body of research shows that ESG investors who support these more ‘sustainable’ companies/assets can make a positive difference to the world whilst reducing investment risks and also harvesting more competitive financial returns.

This recognition is spreading, and the growth of the event in both popularity and coverage is almost certain to continue, especially as the arrival of more data and more ratings and greater confluence of standards will increasingly influence the decisions of fund managers from sovereign wealth funds through the world’s largest pension funds and all the way down to retail investors, especially these days the HNW and UHNW investors. In short, these event criteria are used to help investors identify companies with corporate values that they feel comfortable with and therefore that accordingly meet their investment requirements. The theory goes that investing in single assets or in funds that are aligned with approved or rated criteria will help private investors align with the major institutional investors who increasingly shun investments that do not appear to do their utmost to improve their E, S and G footprints and qualities.

The mission for our panel of experts will be less to analyse ESG itself and more to look under the hood of the approach that Asia’s wealth management community is taking to spreading the ESG word across the region. As the world’s leading global investors continue to embrace ESG, what progress is being achieved amongst wealthy investors in Asia, and specifically, are Asia’s private clients jumping increasingly on the ESG express? If they are, why and are they pleased thus far? If not, then why not?

Why you should attend?

• Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

• Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

• This events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

2022 Speakers

Stephanie Maier
Global Head of Sustainable and Impact Investment, GAM Investments

Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific, Chief Executive Officer, Hong Kong, Lombard Odier

Marc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking

Arjan de Boer
Deputy Chief Executive, Head of MIS, Asia Markets, Investments & Structuring, Asia, Indosuez Wealth Management

Qiusha Zhan
Associate Director, ESG Specialist, CSOP Asset Management

Stephanie Leung
Director & Head of StashAway HK and Group Deputy Chief Information Officer, StashAway

2022 Partners:

• CSOP Asset management
• GAM Investments