eSeminar - CPT Bearing

Robo-Advisory: The Future of Investing

概要

This eSeminar is a recorded session of the “Robo-Advisory: The Future of Investing” webinar held on 29 February 2024.

The session explores the transformative impact of robo-advisory within the wealth management industry, which has revolutionised the way both individuals and institutions manage their investment portfolios.

Participants of this eSeminar will gain an initial understanding of robo-advisory, including its value proposition and the benefits it offers.

宗旨

By the end of the course, you will be able to:
- Identify the key differences between traditional financial advisors and robo-advisors
- Discuss how robo-advisors address common pain points in traditional wealth management
- Explain how robo-advisors use ETFs for diversified portfolios and how ERAA manages risk through economic cycles
- Tell the importance of the integration of technology and human interaction in robo-advisory
- Describe how AI and other technologies are integrated into robo-advisory services to enhance customer experience and investment management

內容

- Key Differences between Robo-Advisory and Traditional Advisory
- Three Key Value Propositions of Robo-Advisors
- Investment Philosophy and Strategies of Robo-Advisors
- Role of Technology in Robo-Advisory

對象

- Financial advisors and investment managers
- Professionals in the financial services industry seeking updates on the latest trends in asset management and investment

導師/講者

嚴逸朗
Ronald Yim is the General Manager of StashAway Hong Kong. Ronald leads the overall business development and operations at StashAway HK. Prior to StashAway, Ronald was a senior engagement manager at McKinsey Hong Kong and advised leading financial institutions and wealth advisors across Asia on a wide range of strategy, digital and analytics topics. Ronald holds a BSc in Quantitative Finance from The Chinese University of Hong Kong.
梁穎瑩
Stephanie Leung is the Group Chief Investment Officer at StashAway. Stephanie has about 20 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey advising companies in the Asia Pacific region.

Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.

詳情

活動編號
TEEEC24006701
地點
網上平台
相關主題
第4類 - 就證券提供意見
第9類 - 提供資產管理
語言
英文
級別
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$230
機構會員員工: HK$230
非會員: HK$460
香港中資証券業協會(HKCSA): HK$320