Chief Officer Series: Robo Advisor 2.0

Chief Officer Series: Robo Advisor 2.0


In May 2017, the Securities and Futures Commission launched a three-month consultation on proposed Guidelines on Online Distribution and Advisory Platforms. Key points to ponder are:

- What are the proposed guidelines set out for the consultation?
- How Fintech companies can comply?

We have invited Ms Li Ting, Chief Executive Officer of Yunfeng Financial Group, to share her views from the market practitioner’s perspective:

- Traditional advisors vs. Robo advisors, and how Robo advisors fill up the market servicing gap and achieve inclusive finance
- Robo advisors 1.0 vs. Robo advisors 2.0
* Asset Allocation vs. Asset Allocation + Fund Manager Selection
* ETF (β) vs. Mutual Fund (β + α)
* Strategic asset allocation vs. Tactical asset allocation

Speaker/Course Instructor

LI Ting
Ms Li Ting is the CEO of Yunfeng Financial Group where she is in charge of the group’s overall business strategy and execution. She has more than 18 years of experience in the financial industry. Prior to the Yunfeng Financial Group, she had worked for State Street Global Advisors for 14 years, where she held different roles across risk management, investment, product and market development. Most recently, she was the Head of Asia ex Japan. Earlier in her career, she worked for China Construction Bank and Korea Exchange Bank in China.


Date & Time
Thursday, 20 Jul 2017 (12:20PM - 1:20PM)
HKSI Institute Training Centre
SFC:1.0, PWMA:1.0