overview
conference background
The Chinese government released a policy to allow commercial banks to provide offshore wealth management services to local clients at April 2006. Until April 2007, China Banking Regulatory Commission had approved 22 Chinese and foreign banks’ qualifications to launch offshore wealth management services for domestic clients. The products accumulated to 26 types with 21 phases in total. The sales amount reached about RMB 3.6 billion (USD 480 million). On 5th July this year, China Securities Regulatory Commission announced relevant rules that that allow local residents to invest in oversea stock markets through not only commercial banks, but also fund managers and securities companies. In above ways investors can share the relatively higher yield of offshore capital markets.
The first-ever QDII fund, China Southern Global Selection Fund received a huge subscription demand. The demand for offshore investments has been totally explored. Facing new wealth management products, investors may have great interests but still have some questions about the product s’ details. So, what are the strengths and risks of these QDII products? How do investors select those coming QDII products? Is there any advantage to invest offshore markets in the booming times of local A-share market?
According to this premise, the organization of this first-ever conference “Asset Management Forum 2007” will be a great platform and a distinguished meeting for local investors and international financial players to exchange ideas. In this conference, we will discuss the overseas investment opportunities, the development trends and product designs of QDII products. In this conference, we will discuss and exchange ideas with some experts on the issues about how to launch suitable investment products according to clients’ demands and the themes of marketing strategies.
Attending Benefits
- Learn about the issues and challenges currently faced by QDII products
- Gain an in-depth understanding on client relationship management approach in order to develop new products
- Best networking opportunity with officials, the leading global and local asset management companies, securities companies, commercial banks and trust companies, and other financial institutions, and HNWIs
- Learn techniques to attract and retain your client base
- Identify the importance of product innovation and how to match clients’ needs
- Gain understanding on various investment tools and particular financial markets
- Identify strategies to differentiate services from those provided by competitors
- Gain insights on emerging threats such as cross border investment, cultural differences in asset allocation
- Build effective portfolio management and asset allocation
Main Topics
- The global asset allocation and risk management
- Investment in India, Eastern Europe and other emerging markets
- The investment, operation and risk management of overseas fund products: Prospects and Challenges
- Laws and practice guidelines for overseas investments
- Performance monitoring of QDII funds in China
- The revaluation of Renminbi and exchange rate risk of QDII products
- Case study: the National Social Security Fund's overseas investments
Who should Attend
- Officials
- Fund managers
- Head of Asset management
- Head of Business Development
- Bankers
- Head of Insurance Investment
- Professional researcher analysts
- Lawyers, Financial Institutions, Consulting Firms
- Senior journalists/ analysts
- QFII
- HNWI
Other business unions who want to get a seat on China’s new asset management