Sponsors


Diamond Sponsor


First State Investments (‘FSI’), known as Colonial First State Global Asset Management in Australia, is the investment management business of the Commonwealth Bank of Australia. We are a global asset manager with established offices across Europe, the US and Asia Pacific regions.

We are stewards of over US$157.1bn in assets (as at 30 June 2018) managed on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients worldwide.

With expertise across a range of asset classes and specialist investment sectors, our approach to investment is driven by a commitment to provide the best possible outcomes over the long term for our investors. To achieve this, we ensure our interests are aligned with our investors and uphold a culture of consistently acting in our clients’ best interests.



Panel Sponsors


About Amundi

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 101 globally. It manages more than 1.46 trillion2 euros of assets across six main investment hubs3. Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, and listed since November 2015, Amundi is the 1st asset manager in Europe by market capitalization4.

Leveraging the benefits of its increased scope and size, Amundi has the ability to offer new and enhanced services and tools to its clients. Thanks to its unique research capabilities and the skills of close to 4,500 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles.

1Source IPE “Top 400 asset managers” published in June 2018 and based on AUM as of end December 2017.
2Amundi figures as of June 30, 2018.
3Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo
4Based on market capitalization as of June 30, 2018.



Franklin Templeton Investments

Franklin Templeton Investments is a global investment management organization with over US$724.1 billion assets under management*.

We offer clients the strength and experience gained from 70 years of active asset management, Franklin Templeton Investments’ 600+ investment professionals worldwide are dedicated to deliver exceptional asset management for our institutional, pension and retail clients in over 170 countries.

By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes from traditional to alternative strategies and multi-asset solutions, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to millions of investors across the globe.

For more information, please contact us at institutionalgc_bd@franklintempleton.com.

www.franklintempleton.com.hk/en-hk/investor/campaigns/pension


*Data as of June 30, 2018



About Investec Asset Management

Investec Asset Management is a specialist investment manager, providing a premier range of products to institutional and individual investors. Established in 1991, the firm has been built from start-up into an international business managing over US$140.9 billion* on behalf of third party clients. The business has grown largely organically from domestic roots in Southern Africa to a position where we proudly serve a growing international client base from the Americas, the UK and Continental Europe, Asia, the Middle East, Australia and Africa. We employ over 230 investment professionals. The firm seeks to create a profitable partnership between clients, shareholders and employees, and to exceed expectations for both client service and performance.

*As at end June 2018



Manulife Asset Management is the global asset management arm of Manulife. We provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock’s wealth management and retirement products.

We have operations in 16 countries and territories, including more than 4751 investment professionals across the United States, Canada, the United Kingdom, Japan, Hong Kong, Singapore, Taiwan, Indonesia, Thailand, Vietnam, Malaysia and the Philippines. In addition, we have a joint venture asset management business in China, Manulife TEDA, and operations in Australia, New Zealand, and Brazil.

Our investment expertise extends across a broad range of asset classes including equity, fixed income and private investments, as well as asset allocation strategies. Assets under management are approximately US$392 billion2.

ABOUT MANULIFE ASSET MANAGEMENT HONG KONG

Established in 2000, Manulife Asset Management's regional head office is based in Hong Kong and operates under the brand name Manulife Asset Management (Asia), the asset management division of Manulife Financial. Manulife Asset Management (Asia) offers a host of locally managed Asian equity and fixed income strategies as well as global strategies to our investors.



Mercer profile

Mercer is a leading global provider of investment and retirement services and offers customized advice supported by forward-looking research to help our clients make and implement better decisions for their retirement plans, long-term savings and investment strategies. We have dedicated ourselves to meeting the needs of clients for more than 40 years, and we work with investors in more than 40 countries. Our experienced consultants provide services to our clients across the retirement and investment continuum by partnering with them to help manage investment and pension risks and return outcomes. We are the largest provider of delegated solutions/OCIO globally with $242 billion of assets under delegated management globally as of 31 March 2018 and the largest investment consultant with $11 trillion1 of assets under advisement globally as of 30 June 2017.

[1] Assets under advisement includes aggregated data for Mercer Investment Consulting, Inc. and its affiliated companies globally (“Mercer”). Data is derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data. Where available, data is provided as of 30 June 2017 (“Reporting Date”). If data was not available as of the Reporting Date, information from a date closest in time to the Reporting Date, which may be of a more recent date than the Reporting Date, was included. Data includes assets of clients that have engaged Mercer to provide project-based services within the 12-month period ending on the Reporting Date, and assets of clients that subscribe to Mercer’s Manager Research database.



Lunch Sponsor


Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years. We offer our own investment solutions and access to those of others, and deliver services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way. For institutions including pension funds, banks and insurance companies we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us. For employers we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of US$430.7 billion from 2.4 million clients across Asia Pacific, Europe, the Middle East and South America. (Data as at 31 March 2018).

FIL Investment Management (Hong Kong) Limited was established in Hong Kong in 1981 and is a subsidiary of Fidelity International. We have been managing retirement assets in Hong Kong since 1989. Today, Fidelity is the largest manager1 in the ORSO employee choice market and the largest pure investment manager2 to offer an MPF scheme.

Sources:
1. Willis Towers Watson - Manager Watch, as at 31/12/2017.
2. Mercer MPF Market Share Report, as at 31/12/2017.

Fidelity only gives information about its products and services. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment. The third party marks appearing in this advertisement are the property of the respective owners and not Fidelity’s. FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.



Dinner Sponsors


Founded in 1958 and headquartered in Kansas City (Missouri, U.S.), American Century Investments (ACI) is a pure, independent and privately owned asset management company with USD 169 billion assets under management as of June 2018. ACI manages a diversified suite of investment strategies including Global Equity, US Equity, Emerging Market Equity, Global Fixed Income, Emerging Market Debt, Global Multi Assets and etc. We are also one of the largest Target Date Fund managers in the U.S. retirement market.

Our controlling shareholder - Stowers Institute for Medical Research (SIMR), is one of the world’s largest private basic biomedical research institutions. Through this unique ownership structure, our dividend payments (totaled $1.4billion since 2000) ensure the ongoing support of SIMR’s research on genetic-based diseases that can improve human health and save lives. Nomura Group became our second largest shareholder in early 2016 that lays the foundation for the global strategic partnership between the two organizations.

In Greater China and other Asian countries, we currently manage a range of investment strategies for sovereign wealth funds, government pension funds, insurance companies, endowments and other institutional investors.

Together, we can become a powerful force for good.



China Universal Asset Management Company Limited (“China Universal”) was founded in 2005 and has since been one of the fastest-growing and well-respected asset managers in China. Headquartered in Shanghai, China Universal provides a full range of products and services to retail and institutional investors through branch offices in Beijing, Guangzhou, Chengdu and Hong Kong. The firm ranks among the top-tier Chinese fund houses with USD 96.58 billion in assets under management and 70 million investors, as of June 30th 2018.

As a proactive participant in domestic and international markets, China Universal is fully licensed for mutual fund, segregated account, QDII/QFII/RQFII, as well as investment manager for National Social Security Fund and China insurance company. The firm also manages funds domiciled in Hong Kong, Luxembourg and Cayman, to provide comprehensive product solutions globally. Since 2008, China Universal acts as the first financial institution from mainland China to join Asian Corporate Governance Association.



Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of actively-managed investment strategies and solutions for individual, institutional and corporate clients around the world.

With more than 2,000 employees including over 450 investment professionals based in North America, Europe and Asia, we manage US$482 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider with over US$891 billion under administration. As part of Ameriprise, we are supported by a large and well-capitalized diversified financial services firm.

Source: Columbia Threadneedle Investments as at 30 June 2018. Ameriprise Financial Q2 2018 earnings release.



Franklin Templeton Investments

Franklin Templeton Investments is a global investment management organization with over US$724.1 billion assets under management*.

We offer clients the strength and experience gained from 70 years of active asset management, Franklin Templeton Investments’ 600+ investment professionals worldwide are dedicated to deliver exceptional asset management for our institutional, pension and retail clients in over 170 countries.

By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes from traditional to alternative strategies and multi-asset solutions, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to millions of investors across the globe.

For more information, please contact us at institutionalgc_bd@franklintempleton.com.

franklintempleton.com.hk/institutional


*Data as of June 30, 2018



Coffee and Tea Sponsor


Schroders

As a global investment manager, Schroders help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for US$593.3 billion (as at 30 June 2018) of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,600 people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

We have almost 40 years' investment expertise in Asia Pacific, and now employs a team of over 800 across offices in Beijing, Hong Kong, Jakarta, Mumbai, Seoul, Shanghai, Singapore, Sydney, Taipei and Tokyo. In Hong Kong, we have been providing asset management services for pension clients for over 40 years. By consistently delivering the kind of innovations that can make a difference, we have grown to become one of the leading asset managers of employee choice scheme in Hong Kong. #

#Manager Watch, Investment Manager Research, Willis Towers Watson, 31 March 2017.