Welcome and Introduction to Investec Asset Management
Mark Samuelson – Managing Director, Investec Asset Management
The Investment Institute
Zahra Sachak – Director, Investment Institute, Investec Asset Management
Setting the scene: asset liability management & global market trends for Chinese Insurers
Andy Yang, FIAA – Executive Director, Coherent Capital Advisors
Risk management in practice
Jimi Zhou – Partner, Financial Services Consulting, PricewaterhouseCoopers (PwC)
Modern multi-asset investing: managing a CIRC (China Insurance Regulatory Commission) compliant portfolio
Justin Simler – Investment Director, Multi-Asset, Investec Asset Management
Helen Leung – Head of North Asia Institutional, Investec Asset Management
Investec Asset Management is a global investment management firm. Our strategies and funds offer exposureto major asset classes across a wide range of sectors and regions. We provide investment products andservices to institutions, advisory clients and individuals. Our clients include pension funds, central banks, sovereign wealth funds, insurers, foundations, financial advisers and individual investors.
The firm was founded in South Africa in 1991. Today we’re an international business managing approximatelyUS$124 billion* for clients based all over the world.
The Investment Institute is the strategic insights and engagement platform of Investec Asset Management. Drawing on the firm’s investment capabilities and partnerships with leading academics and practitioners we provide insight to global financial institutions on key geopolitical, economic and investment trends that shape portfolio strategy and asset allocation decisions.
Our philosophy is to help our clients allocate capital to meet the long-term objectives of their stakeholders and promote financial market stability.
Learn more about the Investment Institute, please access the following URL link.
This document is prepared by Investec Asset Management Hong Kong Limited (‘IAMHK’) for use by Qualified Domestic Institutional Investor (‘QDII’) and its consultants for information purposes and is provided upon request. This is confidential and proprietary information and may not be used other than by IAMHK’s intended recipient. This document may not be reproduced, distributed or published without prior written permission from IAMHK.
This document does not constitute a public offer of any investment, whether by sale or subscription, in the People’s Republic of China (the ‘PRC’). No investment is being offered or sold directly or indirectly in the PRC to or for the benefit of, legal or natural persons of the PRC. Further, no legal or natural persons of the PRC may directly or indirectly purchase any shares/units of any investment or any beneficial interest therein without obtaining all prior governmental approvals that are required, whether statutorily or otherwise. Persons who come into possession of this document are required by the issuer and its representatives to observe these restrictions.