6 Sep Build Portfolio Solutions with Higher Returns: Dimensional Fund Advisors

In this AIAM-exclusive event, Dimensional Fund Advisors will focus on applying academic research to build portfolio solutions that pursue higher expected returns, bringing robust portfolios to clients. “Dimensions” that explain expected returns in equity markets, and “factors” that don’t. Why smart beta strategies may not be reliable. Strategic exposure to a diverse set of “dimensions” […]
11 SEP HEALTHCARE MARKET REVIEW AND OUTLOOK: SECTORAL ASSET MANAGEMENT

In the first half of the year, healthcare stocks have outperformed the broad markets. 1. What are the reasons behind this outperformance? 2. What are the drivers for the healthcare sector? 3. What is the market outlook? You are cordially invited to join Sectoral Asset Management at an educational luncheon to find out more. Topics […]
External Asset Managers in Asia, new directions for a rapidly-expanding sector by WealthBriefing Asia and UBS – 2017

Thought Leadership on EAM study conducted by LODH and Wealthbriefing Asia. Download this 40-page pdf
2017 Ingenia Consultants Regulatory Update: New Client Agreement Requirements for Intermediaries in Hong Kong

Download this 4 slide PDF by INGENIA CONSULTANTS PTE. LTD
Outsourcing Framework Templates by Ingenia Consultants – 2017
Templates for Outsourcing Framework. Download this zip file that contains 4 templates: AIAM Template Board Resolution, Letter to Service Provider, Outsourcing Guidelines Enhanced Checklist, and Outsourcing Policy.
2017 Credit Suisse: AEI for EAMs

Download this 27 slides presentation dealing with AEI Information for EAMs, EAM Regulatory Consulting provided by Credit Suisse – 2017
2017 Ingenia Consultants: Board Resolution Template

https://new.aiwm.sg/wp-content/uploads/2017/06/AIAM-Template-Board-Resolution.docx
2017 Maroon Analytics Regulatory Update: Income Tax

Download this 3 page PDF by Maroon
2017 Maroon Analytics Regulatory Update: MAS Notice FAA-N13

Download this page PDF by Maroon Analytics
2016 PwC: CRS vs FATCA

Download this 18-slide presentation by PwC on CRS vs FATCA