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Riding the Passive Wave: Uncovering Opportunities in Thematic, ESG, and Smart Beta Strategies

On-Demand Webcast

Over the past decade, passive funds and ETFs have attracted an increasing portion of investors' assets and experienced seismic amount of innovations. Much of these innovations have clustered around looking for ways to best develop and implement thematic, ESG, and smart-beta strategies.

During this webcast, our panel of experts will discuss how they've successfully incorporated these innovations into their fund products, what megatrends are driving their product roadmap, and which product areas have the strongest AuM momentum.

You’ll gain an understanding of where the opportunities and risks lie as we dive into various passive-related topics such as:

  • How to effectively build thematic strategies – pitfalls and best practices

  • How to incorporate ESG frameworks and sustainability concepts into ETF

  • The future of smart-beta design and how they stack up against alpha strategies

  • How carbon net zero and “green” policies influence new fund development

Watch Now

Speakers

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Jeremy Zhou

Vice President, Head of Indexing Solutions

FactSet

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Daniel Mak

Vice President, Business Development

ChinaAMC (Hong Kong)

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Pak Wing Chung

Vice President, Business Development

Hang Seng Indexes Company

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Rui Yu

Vice President, ETF Sales

Mirae Asset Global Investments (HK)

Jeremy Zhou

Vice President, Head of Indexing Solutions | FactSet

Mr. Jeremy Zhou is Vice President, Head of Indexing Solutions at FactSet. In this role, his main responsibilities include alternative data sourcing, index creation and partnership, and investment strategy consulting. Prior to joining FactSet in 2013, he was a senior executive with Revere Data—a leading alternative data firm acquired by FactSet—and held positions as Head of Index Solutions, Associate Director of Product Strategy, and Director of Healthcare Equity Research. From 2011 to 2013, he was also a Portfolio Manager for Covestor Ltd.—now part of the Interactive Brokers Group. Mr. Zhou earned a Master of Public Health and a B.S. in Nutrition and Toxicology from the University of California, Berkeley. He is also a CFA charterholder and a member of the CFA Society San Francisco.

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Daniel Mak

Vice President, Business Development | ChinaAMC (Hong Kong)

Mr. Mak is responsible for local and overseas development of ETF business at ChinaAMC (HK). He possesses over 10 years of experience in the financial industry and previously worked at a US investment bank specializing in launching and marketing of listed structured products. Mr. Mak graduated with First Honors Degree from Quantitative Finance programme at the Chinese University of Hong Kong.

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Pak Wing Chung

Vice President, Business Development | Hang Seng Indexes Company

Mr. Pak Wing Chung is Vice President, Business Development at Hang Seng Indexes Company, focusing on the product and business development of ESG solutions. He has worked for various renowned financial institutions and possesses 13 years of experience in financial data analytics and index business. Mr. Chung holds a bachelor degree from the National University of Singapore.

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Rui Yu

Vice President, ETF Sales | Mirae Asset Global Investments (HK)

Having joined Mirae Asset Global Investments (Hong Kong) Limited in January 2020, Rui is responsible for business development covering institutions and intermediaries in Southeast Asia. He has close to 10 years of experience in the Asian ETF industry and has worked in numerous markets throughout the region. Previously, Rui worked at CICC Asset Management where he was the Head of ETF Sales. Prior to joining CICC, he was a Team Head within the Sales and Product Strategy Department at CSOP Asset Management Hong Kong and earlier he held several positions in the ETF Unit of Phillip Securities in Singapore.

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