Digital Investment Management

Digital Investment Management 

Dates:  8 June 2017 (8.30am - 12.30pm) 
Venue: Securities Commission Malaysia
Accreditation: SIDC CPE-approved: 5 CPE points

Digital investment management is paving it's way into the Malaysian capital market landscape. Digital investment management companies are changing the dynamics in the fund management industry by providing services requiring minimal human interaction. They also provide services different from traditional fund management companies. How are they different? Are they better? How is it disruptive? How can traditional players respond?

This programme will provide you with an insight into it's impact.

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • describe the investment management landscape following the emergence of digital investment management companies;
    • distinguish between digital investment and the traditional investment approach;
    • describe the issues and challenges facing digital investment management companies; and 
    • explain the regulatory requirements for Digital Investment Management


    Interactive presentations, panel discussions, Question-and-Answer (Q&A) sessions and case studies

    Target Audience

    Fund Managers and other CMSRL holders, Compliance Officers, Wealth Managers, IT Consultants, Financial Planners and general investors
  • Programme Outline

    Thursday, 8 June 2017
    8:30am Registration
    9:00am Emergence of the Digital Investment Management Companies
    • Key challenges and gaps
    • How it differs from the traditional approach
    • Benefits - Does it increase efficiency and accessibility?
    • Opportunities that lie ahead
    10:30am Coffee Break
    10:45am Session 2:
    The Rise of Digital Investment Management Services
    • Case study - Practitioners' sharing session
    Risk Management Aspects
    • Know your customer and suitability
    • Disclosure Standards and Cost Transparency
    • Trading Practices
    • Data Protection and Cybersecurity
    Regulatory Developments
    • Requirements Relating to a Digital Investment Management Company - Guidelines on Compliance Function for Fund Management Companies 
    12:30pm End of Programme
  • Programme Fees

    RM 550 + 6%GST = RM 583