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Johor Seminar: How to Construct a Winning Portfolio & Are There Upside Potential Investing in Developed Markets? August 11, 2017
Author : FSM


Seminar: How to Construct a Winning Portfolio & Are There Upside Potential Investing in Developed Markets?

In this seminar, CIMB-Principal Asset Management Berhad is going to present their views on developed markets. Plus, Fundsupermart Research Team is going to give insights on how to construct an investment portfolio.

Are There Upside Potential Investing in Developed Markets?

All three major developed markets, namely the US, Euro and Japan, have registered strong total returns of 9.81%, 15.99%, and 10.86% respectively on year-to-date basis (as at 23rd June 2017, and in USD term). Many of us may be asking the question if the developed market equities have more room to run in the second half of 2017. It is a legitimate question because on one hand, we foresee the global growth to slow down in the second half of 2017. On the other hand, we continue to see massive liquidity inflow amidst low inflation, which has reduced volatility of assets and perceptions of risks. At CIMB-Principal Asset Management, we expect this conducive environment for risk assets to persist. Find out why from Mr Yap Chee Ken, Senior Vice President, Investment of CIMB-Principal Asset Management Berhad

How to Construct a Winning Portfolio?

In this session, Mr Tan Wei Yine, Fundsupermart Research Analyst will highlight some common investment mistakes that investors usually make and he will also share 3 key steps in constructing a robust investment portfolio.


Free admission and this seminar is open to EVERYONE!

Seats are limited and on a first-come, first-served basis.


Agenda

Time
Topic
Speaker
10.00am - 10.30am 
Registration
10.30am - 11.10am

Are There Upside Potential Investing in Developed Markets?

Mr Yap Chee Ken, Senior Vice President, Investment of CIMB-Principal Asset Management Berhad
11.10am - 11.50am

How to Construct a Winning Portfolio?

Mr Tan Wei Yine, Fundsupermart Research Analyst
11.50am - 12.30pm

Light refreshments will be provided.

 

Event Details

Date
26 August 2017 (Saturday)
Time
10.00am (Registration)- 12.30pm
Venue

Ponderosa Golf & Country Resort
Hop Sing II, Level 1

No.3, Jalan Ponderosa 1, Taman Ponderosa, 81100, Johor Bahru, Johor.

(Location Map)

 

Register button (JB)

 

 

SPEAKER's BIOGRAPHY

Yap Chee Ken, Senior Vice President, Investment
CIMB - Principal Asset Management Berhad

Yap Chee Ken holds the Capital Market Representative (CMSR) licence from the Securities Commission of Malaysia, and has over 16 years of experience in the financial services and asset management industry. He provides investment support and services to retail distributors, and speaks on investment-related subjects to both internal customers and investing public. He holds a Bachelor's degree in Aviation Business Administration from Embry-Riddle Aeronautical University (USA).

Tan Wei Yine
Fundsupermart Research Analyst

Wei Yine is the Research Analyst of Fundsupermart Malaysia. Currently, he is responsible for covering Thailand and Indonesia markets. His other responsibilities include analysing funds, rebalancing investment portfolio, and conducting regular presentation to retail clients and financial advisers. Prior to this, he was a business development executive at a financial advisory firm. He graduated from the University of Nottingham with First Class Honours. He is currently a 2017 Level I candidate in the CFA® program.

Participants are encouraged to attend this event 15 minutes before the starting time.

For further enquiries, please call us at (07) 300 6098(JB) or drop us an email at investhelp.my@fundsupermart.com. Alternatively, you can get real time assistance with our Live Chat!

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This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No investment decision should be taken without first viewing a fund's prospectus, product highlight sheet (PHS), and if necessary, consulting with financial or other professional advisers. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Amongst others, investors should consider the fees and charges involved. The relevant prospectuses have been registered and lodged with the Securities Commission. Past performance and any forecast is not necessarily indicative of the future or likely performance of the fund. The value of units and the income from them may fall as well as rise. Where a unit split/distribution is declared, investors are advised that following the issue of additional units/distribution, the NAV per unit will be reduced from pre-unit split NAV/cum-distribution NAV to post-unit split NAV/ex-distribution NAV. Where a unit split is declared, investors should be highlighted of the fact that the value of their investment will remain unchanged after the distribution of the additional units. All applications for unit trusts must be made on the application form accompanying the prospectus. The prospectuses and PHS can be obtained from Fundsupermart.com. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website.