With unprecedented changes in the foreign institutional investor quota and related rules, as well as the hint of further new policy moves by the government, the China A-Shares market is starting to attract investor interest once again. Read more
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Samuel Lum, CFA, is director of Private Wealth and Capital Markets at CFA Institute. Mr. Lum focuses on wealth management and capital markets, mainly in an Asia Pacific context. His current research and development interests include investment policy, asset allocation, exchange-traded funds and products, indexing methodologies, family office and governance issues, alternative assets, and risk management. Mr. Lum has more than 20 years of professional experience in the investment industry, encompassing investment portfolio management at Hutchison Whampoa, a global conglomerate based in Hong Kong; wealth management in the trust division of the TD Bank Financial Group, covering the Asian markets; investment portfolio management, fund and treasury management, corporate finance, and capital markets research at the treasury division of the Ontario Hydro Corporation; and securities brokerage in an online financial services joint venture of subsidiaries of Credit Suisse and Hutchison Whampoa. He holds an MBA, and his professional designations include CFA, CAIA, FRM, and TEP.
Topical Expertise: Portfolio Management ยท Private Wealth Management
A mutual recognition platform enabling cross-border fund distribution between China and Hong Kong could become a game changer for the global fund management industry and usher in new competition for popular fund domicile jurisdictions like Luxembourg and Ireland. Read more
Leave a CommentIn a poll conducted earlier this week, we asked readers what was the primary factor in the recent decline in gold prices. Read more
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Events on the Korean peninsula have been unfolding quickly. Is North Korea’s latest sabre-rattling truly an investment risk? Or for those with a longer time horizon, is it a buying opportunity? Read more
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Xi Jinping and others in China’s new leadership team highlighted several policy goals in the 18th party congress in November. These likely will be ratified in next week’s National People’s Congress. In a poll conducted earlier this week, we asked readers which of the policy goals is the most important. Read more
Leave a CommentIncreasingly, it is recognized that defined benefit plans are not sustainable, and traditional defined contribution schemes are not properly designed to meet core retirement goals of most individuals. Nobel Laureate Robert C. Merton conducted a live webinar for CFA Institute … Read more
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India recently played host to a CFA Institute investment conference in Mumbai, in partnership with the Indian Association of Investment Professionals and the country’s National Institute of Securities Markets. The event featured three internationally renowned speakers who presentations on the challenges of investing are highly relevant to investment practitioners everywhere. Read more
2 CommentsSatyajit Das, former banker and author of Traders, Guns and Money and Extreme Money, discusses and assesses India’s recent reform efforts. Das examines the key issues for its economy, its capital markets, and foreign direct investment. Additionally, he discusses the … Read more
Leave a CommentIn a poll conducted earlier this week, we asked readers whether they thought the fiscal- and monetary-policy initiatives being undertaken by Japan’s new government will lead the country out of the deflationary and slow-growth environment that has persisted for the past two decades. Read more
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