한국 글로벌 투자 포럼은 국내에서 가장 영향력 있는 연기금, 보험사 및 투자 자문사 간의 만남의 장을 제공합니다.
본 포럼은 현장 및 온라인 플랫폼을 제공하여 다각 기관을 대표하는 참석자들이 국내 주요 구조 개혁 및 경제 동향과 더불어 투자자의 포트폴리오에 영향을 주는 국제적인 투자 전략이나 자산군에 관해 논의할 수 있는 기회를 제공합니다. 이는 국내 및 현지 펀드 매니저들의 수익률 개선과 기금 목표 달성에 기여할 것입니다.
참석자 간의 자유롭고 생산적인 토론 및 효율적인 의견 교환을 위해, 포럼에서의 모든 토론은 채텀하우스 규칙을 적용합니다. 본 포럼은 언론에 공개되지 않으며, 초청받은 수석급의 펀드 의사결정권자만 참여 가능합니다. 포럼은 온오프라인 콘텐츠를 모두 포함합니다.
The Korea Global Investment Forum will address the key challenges facing Korean institutional investors, as investors continue to grow assets under management and diversify their portfolios overseas.
Speakers at the Virtual Forum will represent leading international portfolio managers and top Korean institutional investors. All discussions at the Forum are governed under Chatham House Rule and the event is closed to the media.
Attendance is by invitation only to senior fund decision-makers, ensuring open and productive discussions with an effective exchange of ideas among peers.
A Focus on Long-term Performance
Baillie Gifford was established as an investment management partnership over 100 years ago. Much has changed since then. For Baillie Gifford, seeking superior, long-term investment returns for our clients has not.
Our current generation of partners and employees remains single minded about our clients’ requirements. They are responsible for the careful stewardship of our long-term vision without the distraction of short-term shareholder demands. This ownership structure allows us to attract and retain the best investment talent, creating a distinctive and enduring culture.
Baillie Gifford are long-term investors, not speculators. Our investment philosophy focuses on sustainable growth businesses, while our universe is global. Accordingly, we believe that fundamental analysis and proprietary research are core to a successful, long-term, bottom-up investment approach.
The result is a successful business that continues to grow organically. We now manage and advise £219bn (US$290bn) in specialist equity, fixed income and multi-asset portfolios for a global client base.
About Brandes Investment Partners
Brandes is a leading investment advisory firm, managing global equity and fixed-income assets for clients worldwide. Since the firm’s inception in 1974, Brandes has consistently applied the value investing approach pioneered by Benjamin Graham to security selection and was among the first investment firms to invest globally using a value approach. The independently owned firm manages a variety of active investment strategies and applies its investment philosophy consistently in all market conditions. Headquartered in San Diego, Brandes and its related entities have offices in Milwaukee, Toronto, Dublin and Singapore. To learn more about Brandes Investment Partners, visit our website or follow us on LinkedIn and Twitter.
For more information, please contact:
Anita Krishnamoorthy (Director & CEO, Brandes Asia)
Direct: (65) 6727 4793 Mobile: (65) 9722 7866 Email: anita.krishnamoorthy@brandes.com
George Koh (Associate Director – Institutional Sales, Brandes Asia)
Direct: (65) 6727 4794 Mobile: (65) 9151 8150 Email: george.koh@brandes.com
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 2000 people including over 450 investment professionals based in North America, Europe and Asia, we manage US$468 billion of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. Our priority is the investment success of our clients. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven. Our investment teams around the world work together to uncover investment insights. By sharing knowledge across asset classes and geographies we generate richer perspectives on global, regional and local investment landscapes. The ability to exchange and debate investment ideas in a collaborative environment enriches our teams' investment processes to ensure the best insights are applied to portfolios. More importantly it results in better informed decisions for our clients. Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE:AMP), a leading US-based financial services provider. As part of Ameriprise, we are supported by a large and well-capitalised diversified financial services firm.
*Source: Ameriprise Financial Q2 2019 earnings release. Columbia Threadneedle Investments as at 30 June 2019.
Fisher Investments (FI) is an investment adviser registered with the Securities and Exchange Commission. As of June 30, 2020, FI and its subsidiaries managed over $122 billion. FI and its subsidiaries consist of four business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group, Fisher Investments Private Client Group International, and Fisher Investments 401(k) Solutions Group. These groups serve a global client base of diverse investors including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, healthcare organizations, governments and high-net-worth individuals. The Investment Policy Committee (IPC) is responsible for all investment decisions for the firm’s strategies with the support of over 50 Research Analysts, utilizing a unique top down investment process.
FI has made significant contributions to several areas of investment management through its development of capital markets technology. Ken Fisher’s 1970s theoretical work pioneered the Price-to-Sales Ratio, an investment analysis tool now a core part of financial curriculum. In the 1980s, FI contributed to the delineation of the small cap value equity asset class and explained its relevance to investors. In the early 1990s, FI contributed to the recognition of distinct investment styles and cycles and conducted proprietary research aimed at identifying the drivers of these cycles. These advancements became the foundation for a series of broad equity mandate strategies in Global, US, Non-US Developed, Emerging and Frontier Markets. More recently, the firm has made significant forays into the field of behavioral finance by researching its practical application in the portfolio management process.
For more information please contact:
Owen Muehlfeld
Vice President/Portfolio Specialist/Sr. Relationship Manager
o.muehlfeld@fi.com
PGIM, the investment management business of Prudential Financial, Inc. (PFI), has a history that dates back more than 145 years and through over 30 market cycles.* With 38 offices in 16 different countries, our more than 1,300 investment professionals are located in key financial centers around the world.
A top-10 manager globally,** with $1.4 trillion in assets under management, PGIM is built on a foundation of strength, stability and disciplined risk management. Our firm is comprised of seven autonomous asset management businesses, each specializing in a particular asset class with a focused investment approach. This gives our clients diversified solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate and alternatives.
PGIM is also one of the largest real estate investment managers in the world, with $143 billion in gross assets under management by PGIM Real Estate.
For more information, visit www.pgim.com.
Disclosures:
Sources of data (unless otherwise noted) are as of June 30, 2020.
* “30 market cycles” represents PFI’s asset management expertise through PGIM, its affiliates and its predecessors.
** Prudential Financial, Inc. (PFI) is the 10th largest investment manager (out of 527 firms surveyed) in terms of global assets under management based on Pensions & Investments’ Top Money Managers list published on June 1, 2020. This ranking represents global assets under management by PFI as of March 31, 2020.
All assets under management (AUM) are net unless otherwise noted.
1. Includes $19 billion in assets managed by PGIM Fixed Income for affiliated businesses, $111 billion in PGIM Japan assets, and $136 million of which is sub-advised by PGIM Private Capital.
2. Includes equity $127 billion, fixed income $66 billion, and private credit and other alternatives $466 million.
3. Includes $63 billion in directly managed mandates, $43 billion of institutional and retail assets managed by various affiliated and third-party managers. QMA had $5 billion in assets under advisement.
4. Total AUM reflected as gross. Not included in total AUM: $39 billion in assets under administration as of June 30, 2020.
5. Represents total combined assets of the PGIM Global Partners businesses, including $86 billion from joint ventures in which PFI does not have a controlling interest, and therefore does not correspond to assets under management and administration as reported by PFI. AUM also includes $6 billion in assets sub-advised by other PGIM units and included in their totals.
6. Sub-advised by other PGIM business units and included in their totals.
Principal Global Investors is the institutional asset management arm of the Principal Financial Group®. Comprised of a network of specialized investment boutiques, it currently manages USD 453.5 billion of assets as at 31 December 2017. on behalf of a broad range of sophisticated investors. The multi-boutique firm offers expertise in fixed income, equity, and real estate investments as well as currency management, asset allocation, stable value management, and other Structured investment strategies.
QIC is a leading specialist manager in alternatives with over 110 top tier institutional clients spanning Australia, U.S., Europe, Asia and Middle East and US$56bn* funds under management. We were founded in 1991 by the Queensland state government in Australia to serve its long-term investment responsibilities.
Our beginnings as a principal investor enabled us to develop our expertise in managing long-term investments with a strong focus balancing risk and return. Our local and global networks give us access to quality alternative (non-public private) assets with a focus on infrastructure (including utilities), real estate and private capital. We also specialise in liquid market solutions, providing multi-asset solutions, liquid alternatives, active fixed interest and currency overlays for our clients.
Our long-term investor mindset informs everything we do and has enabled us to become the visionary asset manager we are today.
*As at 30 June 2019
At RWC Partners, we provide strategies that enable our clients to invest in developed and emerging market equities, convertible bonds, diversified return and income solutions that help them meet their long-term financial needs. We have a strong sense of responsibility to provide the highest standards of investment management: clear information that helps our clients and a stable organisation that is long-term and trustworthy. RWC have a long relationship with Japan through their joint venture with Nissay Asset Management.
Website: www.rwcpartners.com
For more information, please contact:
Richard Howard
Email: Richard.Howard@RWCPartners.com
Sands Capital is an active, long-term investor in leading innovative growth businesses, globally.
Our approach combines rigorous fundamental analysis with inspired thinking to seek innovative, high-quality businesses that are creating the future. By enabling our clients to participate in the growth of these businesses, our mission is to add value and enhance their wealth with prudence over time.
An independent, staff-owned firm based in the Greater Washington, DC area, Sands Capital managed more than $68 billion USD in client assets as of March 31, 2021.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
We provide a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries.
Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
As of Jun 30, 2019, T. Rowe Price has USD $1.13 trillion* in assets under management and serves clients in more than 16 countries worldwide.
* Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.
등록 양식과 아젠다는 요청시 제공됩니다.
Registration form and agenda are available upon request.
오퍼레이션 메니저, 세일즈 & 이벤트
Operations Manager, Sales and Events
DID: +852 2912 8033
Fax: +852 2842 7056
jamie.kwan@institutionalinvestor.com
Institutional Investor is committed to the health and safety of our participants at our events. The Events Shield, established in accordance with our parent company, Euromoney, adds a further layer of best practice standards and guidelines, which will be applied across all of our events. Below is a highlight of our protocol for event safety.
Events will maintain a maximum capacity and density of participants will be set up in such a way to allow physical distancing.
At all of our events, we will work with the venue to ensure we maintain the highest standards of hygiene and cleanliness.
Our event teams will communicate our health and safety standards, procedures and event guidance clearly to all attendees before the start of the event.
To keep you safe, we’ll need to ensure all our participants, partners and staff follow the Events Shield and local procedures and protocols.