Moving Forward with Digital Investment Management

Products & Services

30
Nov 2022

10:00 am - 12:00 pm

SIDC LAMS

Speakers : Tehmina Kaoosji (Moderator) | Julian Ng | Ian Lloyd | Juliana Abu Bakar | Izwan Zakaria

Registration closing date is 3 business days before the programme date or when all seats are fully taken.
TBC:
5 CPE

MYR 350 *Fee is not inclusive of 6% SST

Moving Forward with Digital Investment Management

The Malaysian capital market has witnessed a significant acceleration of digital adoption in the capital market across various digital platforms. The Securities Commission Malaysia has highlighted in its Annual Report 2021 that total asset under management (AUM) of Digital Invest Management has grown to more than RM1 billion as at end 2021. In the same year, one Digital Investment Manager was granted a license bringing a total of eight DIM companies currently in operation.

Looking at the digital transformation and disruption in the fund management industry, it is worth noting that the digital investment manager, or commonly known as Robo-advisors, is performing as well as the traditional fund managers along with the growth potential of the platforms. In light of the progress and developments, are DIMs better than traditional fund managers? And is it safe?

This programme aims to provide insights into the trends and potentials of DIM as well as the impact it brings to the capital market.

Programme Objective

This programme will discuss the latest trends and developments of DIM in Malaysia, its potential opportunities, data and investment safety features, as well as the expected Malaysian regulatory requirements.

 

Mode

Live Webinar

 

Target Audience

Individual

Fund Managers, Dealer Representatives, Futures Trading Representatives, Digital and Innovation Officers, Analysts, Chief Financial Officers, Financial Controllers, Strategic Planning Officers, Professionals undertaking corporate advisory work, Compliance Officers, Risk Management Officers, Business Continuity Planning (BCP) Teams, Accountants, Partners of Firms, C-Suites

Institutions

Fund Management Companies, Public Listed Companies (PLCs), Legal Firms, Consultancy Firms, Accounting Firms, Stockbroking Firms, Investment Banks, Commercial Banks, Alternative Financing Platforms, Start-ups, Exchanges

 

Learning Outcomes

Upon completion of this  programme, the participants will be able to:

  • Recognise the latest developments surrounding the Robo-advisory industry ecosystem
  • Describe the opportunities that DIM may offer to investors and its role in making an informed investor
  • Assess the safe protection measures provided in ensuring data and investment security
  • Discuss the regulatory requirements governing the Digital Investment Management industry in Malaysia

Competencies

  1. Foundational (Product) – Capital Market Environment (Proficiency Level 3)
  2. Foundational (Product) – Capital Market Products (Proficiency Level 3)
  3. Functional (Technical) – Digital Technology Application (Proficiency Level 3)
10.00 am Is Robo-Advisory the New Investment Paradigm or Merely a Fad?

  • How Robo-advisory/ digital investment management (DIM) differs from the traditional approach?
  • Analysing the demographics of Robo-advisory industry
  • Robo vs human advisor: Who is likely to win or lose more?
  • What is stopping the use of Robo-advisory services?

Opportunities of Robo-Advisory Growth in Malaysia

  • Impact of Covid-19 pandemic to Robo-advisory industry
  • Growing interests from millennials and Gen Z
  • Investor education programme and social media influence
  • FinTech advancement and 5G technology accelerating the adoption of Robo-advisory

Do Robo-Advisors Make Us Better Investors?

  • Robo-advisors role in the generating well-informed investors
  • Performance of DIM vs traditional funds

How Safe is your Data in Robo-Advisory

  • Data protection and cybersecurity
  • Disclosure standards and transparency
  • Trust in Robo-advisors

Regulatory Requirements of Robo-Advisory/ Digital Investment Management (DIM) in Malaysia

  • Guidelines on Compliance Function for Fund Management Companies

Speakers:

  1. Julian Ng, CEO & Co-Founder, Akrunow Sdn Bhd
  2. Ian Lloyd, Group Chief Digital Officer, Kenanga Investment Bank Berhad
  3. Juliana Abu Bakar, Country Head, Wahed Malaysia
  4. Izwan Zakaria, Managing Partner, Izwan & Partners
12.00 pm End of Programme

About the Speaker

Tehmina Kaoosji (Moderator)


Julian Ng

CEO & Co-Founder, Akrunow Sdn Bhd

Ian Lloyd

Group Chief Digital Officer, Kenanga Investment Bank Berhad

Juliana Abu Bakar

Country Head, Wahed Malaysia

Izwan Zakaria

Managing Partner, Izwan & Partners

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*The SIDC reserves the right to amend the programme as deemed appropriate without prior notice

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