Sustainable Wealth Forum

Benchmark
Sustainable Wealth Forum

Celebrating its 20th anniversary, the Benchmark Fund of the Year Awards pushes the envelope to reach new heights in driving best practices and sustainability with its methodology that recognizes a fund strategy performing outstandingly in investment performance, risk management, and ESG performance.

The Benchmark Sustainable Wealth Forum is a knowledge exchange where industry leaders and winners of the Benchmark awards are featured. The Forum covers the financial eco-system and discovers the inside out of the providers’ practices that lead to a more sustainable industry through responsible and ethical investing in protecting the investors across multiple generations. The inaugural series covers the Winners at the Benchmark Wealth Management Awards of 2020. The topics covered in the Insurance series include topics from Product Proposition, Quality of Advice, Client Journey, Digital and Brand Value.

The first Benchmark Sustainable Wealth Forum features Michael Ho, President of Chubb Life Hong Kong, leading Chubb Life since 2017 to one of the most preferred providers in Critical Illness and long-term protection products.

Featuring AXA Hong Kong and Macau’s Kevin Chor and Perkin Shek, Benchmark’s Best-in-Class winners of Critical Illness and Savings products, on the increasing demand for Sustainability, digitization of client servicing and managing lifelong protection.

IFA of the Year, AMG Financial Group resumes this title in its 5th year. The Group Chairman and CEO, Arnold Yeung, speaks about his passion for ethical business practices and how their systematic investment approach cares for multiple generations to come.

Emerging player and Outstanding Achiever at the BENCHMARK Wealth Management Awards, Rebecca Tan of Generali Life explains the secrets behind the highest customer ratings in products, client satisfaction, governance, and  sustainability.

AXA‘s corporate culture and values, and principles make them the winner of the Year’s Academy of the Year. Jason Wat and Claudia Hodges from AXA Hong Kong and Macau talk about their unique training programs and the academy design, and what translates as value for the customer.

Virginia Wong and Jenny Chau explain how the emerging brand Tahoe Life engages with the community and why this industry will continue to stay warm and human and how the Outstanding Achiever Critical Illness and Savings products bring customers the best value.

Kevin Chor and Perkin Shek of AXA Hong Kong and Macau explains how the Insurance Company of the Year excels in Best-in-Class awarded VHIS and Healthcare products and how the 5-star customer rating in digital experience plays a crucial role in market expansion.

Andrea  Wong of AXA Hong Kong and Macau explains the benefits of moving away from a product-centric culture to an advice-led engagement approach and how the brand surpassed their competition for client satisfaction using AI to uplift the end-to-end value-chain.

The Benchmark Sustainable Wealth Forum is a knowledge exchange where industry leaders and winners of the Benchmark awards are featured. The Forum covers the financial eco-system and discovers the inside out of the providers’ practices that lead to a more sustainable industry through responsible and ethical investing in protecting the investors across multiple generations. The inaugural series covers the Winners at the Benchmark Wealth Management Awards and the Benchmark Fund of the Year Awards 2020. The topics covered in the Asset Management Series include Investment Propositions, Sustainability, and ESG approaches, Investor Protection and Global Opportunities and Risks.

Sophia Li, Portfolio Manager of the FSSA’s Japan Equity Fund, speaks to the jurors on how FSSA leads in stewardship and responsible investment and how this award-winning manager successfully manages ESG quality without sacrificing returns in the talk of the town Japanese market.

Paul Milon, the Head of Stewardship for the Asia Pacific at BNP Paribas,  talks to Benchmark jurors on how they achieve best practice stewardship while not sacrificing returns. The Provider of the Year will share their energy transition endeavor and create practical Sustainability impact across other asset classes.

Allen Lu, the First Vice President and Head of Quantitative and Index Investment at Fubon Asset Management in Taiwan, talks to Benchmark about how they secure nine Sustainability Awards and how they focus on Governance and Risk Management to stand out with their Corporate Governance 100 ETF.

Sam Kuo, the Portfolio Manager of the Global Innovative Tech Fund at Uni-President Asset Management, speaks to Benchmark about how they competed and won in the technology sector dominated by giant managers. The award-winning manager explains how to capture opportunities on the up and downstream of the sector.

Jonathan Curtis, the Senior Vice President and Portfolio Manager at the Franklin Equity Group, speaks to Benchmark about its advantage over competitors in the technology market and how its unique ESG framework combines with qualitative KPIs to generate sustainable returns.

Doni Shamsuddin, the CEO at BNY Mellon Investment Management for this region, talks to Benchmark on how they unite the eight boutique firms under one umbrella to bring unique values to customers through their autonomous yet centralized principles that propelled their sustainability journey.

Ka Shi Lau, BBS, Managing Director, and CEO of BCT Group, speaks to Elsa Pau on the fiduciary duties of MPF Trustees on manager selection and monitoring. The MPF Provider of the Year will share the secret on corporate governance, risk management, a unique client servicing approach, and digitization.

Ronald Chan, Chief Investment Officer in Asia (ex-Japan) Equity from Manulife, speaks to Benchmark on Global market opportunities and risks. The award-winning manager will also share how the proprietary analysis framework brings value to investors and how ESG is integrated into the process.