Asset Management

Asset Management Industry: The Year 2017 and beyond


Asia-Pacific is the region with the strongest growth in asset pool in recent years and Asset Management (AM) is a growing sector in the financial services industry. Market participants find Hong Kong an ideal platform to capture the enormous opportunities arising from favourable macro trends. To enable AM practitioners broaden their understanding and enlarge their service scope to meet the market needs, it is important that they have a good understanding of the local and international market development as well as the industry trend.

Through analytic review of the 2017 industry performance, facilitated discussion of selected case studies and sharing views of the industry trends, the participants will be able to plan ahead and address the potential challenges in 2018.


1. Overview of the Asset Management industry
2. Top Ten Incidents of the industry in 2017 – a count town of top ten incidents local and international of the industry, with the top five illustrated with case studies and lessons learned
3. Top Five Trends of the industry in 2018 – a prediction of top five trends of the industry in 2018 and their implications

Who should attend

This course is primary target to experienced AM industry practitioners.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of HK$7,000 (whichever is the lower) upon satisfactory completion of a course or seminar over the three-year period of the Scheme.

Each individual may apply for reimbursement for more than one course / seminar.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended.

Please refer to the WAM Pilot Programme website for more details.

*Light lunch will be provided

Speaker/Course Instructor

JIM Daniel
Mr Jim is a veteran in the field of absolute return target investing with a focus in the Greater China region. He has extensive working relationships with major European institutions including mutual funds, insurance, proprietary desks and super-nationals.

Mr. Jim earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Boccioni in Milan, Italy respectively and is a CFA charter holder.


Date & Time
Wednesday, 20 Dec 2017 (12:00PM - 2:00PM)
HKSI Institute Training Centre
SFC:2.0, PWMA:2.0