Today’s equity landscape is shaped by concentrated index leadership, shifting factor regimes, and evolving client preferences between passive, quantitative, and fundamental approaches. In this session, Andrew Sharp-Paul will share a practical framework for identifying where active management can still add value, and how investors can unlock those opportunities through more deliberate portfolio design. We will discuss how “core equity” is being rethought, why blending styles can improve portfolio resilience, and how portfolio construction tools and techniques can help allocate active risk more effectively, while remaining mindful of governance and implementation constraints.
Speakers
:
Opening Remarks
Ms. Elaine WONG, CFA, CAIA
Vice President, APAC Institutional Business – Hong Kong
Wellington Management
Keynote Speaker
Mr. Andrew SHARP-PAUL
Managing Director and Solutions Director
Wellington Management
Fireside Chat and Q&A
Mr. Andrew SHARP-PAUL
Moderator
Ms. Elaine WONG, CFA, CAIA
Closing Remarks
Mr. Alfred LEE
Vice Chairman of Executive Committee
Member of Business Strategy Sub-committee
HKRSA