LATEST EVENTS

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Year
03 Aug
2026
How AI Will Shape the Financial Industry – Opportunities and Challenges
3 August 2026 2:30pm - 3:30pm
Artificial Intelligence (AI) is rapidly reshaping the financial industry, transforming how institutions operate, serve clients and create long-term value. Join William Chang, CFA, Senior Client Portfolio Manager, Franklin Equity, as he explores how AI is being applied across the financial services sector and the opportunities it presents. Drawing on practical examples, William will discuss how AI is driving productivity gains and operational efficiencies, while addressing key challenges institut...
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22 Jul
2026
Rethinking core equity – in search of investment alpha
22 July 2026 11:00am-12:00noon
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...
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08 Jul
2026
Webinar: AI and the future of financial services: Unlocking value while preserving trust
8 July 2026 3:00 pm - 4:00 pm
The session will explore how AI is reshaping the financial services value chain, focusing on key touchpoints across the client lifecycle - from fund selection and content to client relationship management, while emphasising the importance of maintaining trust. It will examine how AI supports investment decisions alongside human judgement, enhancing insight and consistency rather than replacing accountability. The discussion will also address adoption trends, including the growing role of wome...
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23 Jun
2026
Webinar: 2026 H1 Market Review and H2 Investment Strategy
23 June 2026 4:00pm - 5:00pm
Ongoing geopolitical tensions, shifting tariff policies, and a sharp rise in energy prices have contributed to heightened market and asset-price volatility. While some markets appear to be gradually stabilising, potential risks remain. Under this environment, how should investors prepare for their retirement from a portfolio investment perspective? In this webinar, the HSBC Asset Management team will review key market performance in the first half of 2026, as well as share the latest mar...
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22 Jun
2026
[Supported event] HKIFA 19th Annual Conference - “Propelling the New Paradigm: Shaping the Decade Ahead”
HKIFA 19th Annual Conference – enroll now Monday, June 22nd, 2026 JW Marriott Hong Kong You are cordially invited to enroll into the Hong Kong Investment Funds Association (HKIFA) 19th Annual Conference, which will be held at JW Marriott Hong Kong on Monday, June 22nd, 2026. This flagship gathering of the fund management industry will spotlight the theme: “Propelling the New Paradigm: Shaping the Decade Ahead”. We are honored that Mr. Paul Chan, Financial Secretary of the HKSAR Gover...
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09 Jun
2026
2026 Annual Dinner - "Celebrating 30 Years of Legacy"
9 June 2026 6:30pm - 10:00pm
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