The Role of ETF in Emerging Market Portfolio  [Full][已舉辦 Completed] Event Code: 100807S

Date : 07-Aug-2010
Time : 09:15 a.m - 12:00 p.m
Venue :
HKUST Business School Central, 15th Floor, The Hong Kong Club Bldg, 3A Chater Road, Central, Hong Kong
Speaker(s) : Mr. Anthony Chan
Director, Asia Pacific Sales Strategy
iShares

Mr. Richard Kang
Chief Investment Officer
Director of Research
Emerging Global Advisors LLC

Fee : HKSFA Member(s) at HK$150/person
CFA Candidate(s) at HK$250/person
Guest(s) and non-Member(s) at HK$400/person
This event is qualified for :
2.5 CPT hour(s) , 2.5 CE hour(s) , 2.5 RBV CPD hour(s)

Remarks :
- Only Visa and Master Card are accepted for online payment.

Event Details:
While the US continues to lead the global ETF market, with around a thousand ETFs accounting for nearly a third of daily US securities transactions, major Asian players including Japan, Hong Kong and South Korea are starting to catch up. With investors demanding increased transparency, liquidity and lower costs, the growth of the ETF market is hardly surprising.

In this post-crisis environment, characterized by low yield and high correlation between asset classes, can ETFs help investors achieve diversification and a higher return? And how should investors execute their due diligence for ETFs? Additionally, what role did ETFs play in the May 6 "flash crash?" This saw the US stock market fall almost 10 percent in a matter of minutes and about 70 percent of the more than 300 securities that suffered "broken trades" were ETFs.

Learn from industry experts, gain insights into the latest trends and developments and network with thought-leaders in the field; all brought to you by CFA Institute and HKSFA.

In the first part of the seminar, Mr. Anthony Chan, Director of Asia Pacific Sales Strategy of iShares will help audience have a better insight of "Effective Due Diligence Process for ETF Investment". His presentation will cover the following topics:

- Understanding ETF structures: cash-based vs swap-based
- Total Cost of Ownership
- Multiple CAAP Issuer model vs. Single-swap counterparty
- Choice of Trading Counterparty
- Risk Management for ETF

Following that, Mr. Richard Kang, Chief Investment Officer and Director of Research at Emerging Global Advisors LLC will examine "The 3 "E"s: Evolution, Emerging Markets and ETFs". He will share with us his views in relation to the issues below:

- Evolution: Things have changed
- Emerging Markets: The future
- ETFs: The means to deal with the ongoing change and access to the future   potential
- Outlook for the industry, emerging markets and ETFs


Click here to enrol and download the event flyer for further details.

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