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THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

RUNDOWN

TIME ITEM 18:00 – 18:30

AGM

18:30 – 19:15

Cocktail reception

19:15 – 19:20

MC welcoming and toast

19:20 - 19:30

Ice Breaking

19:30 – 19:50

Appetizer

19:50 – 20:15

Main performance

20:15 – 20:45

Main Course

20:45 – 21:15

MC performance and Pop quiz

21:15 – 21:40

Dessert

21:40 – 22:05

Lucky Draw

22:05 End


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

About AIA Pension and Trustee Co. Ltd. AIA Pension and Trustee Co. Ltd. is a member of AIA Group Limited. AIA Group Limited and its subsidiaries (collectively “AIA” or the “Group”) comprise the largest independent publicly listed pan-Asian life insurance group. It has a presence in 18 markets in Asia-Pacific – wholly owned branches and subsidiaries in Hong Kong, Thailand, Singapore, Malaysia, China, Korea, the Philippines, Australia, Indonesia, Taiwan, Vietnam, New Zealand, Macau, Brunei, Cambodia, a 97 per cent subsidiary in Sri Lanka, a 49 per cent joint venture in India and a representative office in Myanmar. The business that is now AIA was first established in Shanghai almost a century ago. It is a market leader in the Asia-Pacific region (ex-Japan) based on life insurance premiums and holds leading positions across the majority of its markets. It had total assets of US$216 billion as of 30 November 2017. AIA meets the long-term savings and protection needs of individuals by offering a range of products and services including life insurance, accident and health insurance and savings plans. The Group also provides employee benefits, credit life and pension services to corporate clients. Through an extensive network of agents, partners and employees across Asia-Pacific, AIA serves the holders of more than 30 million individual policies and over 16 million participating members of group insurance schemes. AIA Group Limited is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code “1299” with American Depositary Receipts (Level 1) traded on the over-the-counter market (ticker symbol: “AAGIY”).


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

BCT Group, comprises BCT Financial Limited (“BCTF”) and Bank Consortium Trust Company Limited (“BCTC”), is a key provider of MPF/ORSO products and best-in-class asset servicing for investment funds and pensions with BCTC being one of the largest trust companies in Hong Kong. We also offer one of the only two MPF industry schemes in Hong Kong. As at March 2018, assets under administration exceeded HK$170 billion, serving over 1.1 million member accounts. Established with the MPF system, BCT understands the needs of the local market. Industry awards we received over the years not only recognize BCT’s well-rounded strengths, but also our commitment to enhancing scheme members’ capabilities and experience with MPF through innovation in technology, products, member servicing and investor education, and making connection with MPF easier. With BCT, MPF Made Easy! 2017 BENCHMARK Fund of the Year Awards • Capability Awards - Outstanding Achiever, Best Managed DIS - Best-in-class, Employer Support - Best-in-class, Member Servicing - Best-in-class, Product Due Diligence - Outstanding Achiever, Investor Education • MPF Fund Awards - Outstanding Achiever, Asia Ex Japan Equity - Outstanding Achiever, Target Date The 2018 MPF Awards • MPF Ratings 2018 Gold Rated Schemes • 2018 Rising Star – Winner 2018 • 2018 Best Administration Award • 2018 Best Employer Servicing • 10 Year Consistent Performer for 2018 – Mixed Asset Fund (Dynamic) Lipper Fund Awards Hong Kong 2018 • Best Hong Kong Pension Funds Over 3 Years – Equity Global • Best Hong Kong Pension Funds Over 5 Years – Equity Global


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years. We offer our own investment solutions and access to those of others, and deliver services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way. For institutions including pension funds, banks and insurance companies we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us. For employers we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of US$430.7 billion from 2.4 million clients across Asia Pacific, Europe, the Middle East and South America. (Data as at 31 March 2018). FIL Investment Management (Hong Kong) Limited was established in Hong Kong in 1981 and is a subsidiary of Fidelity International. We have been managing retirement assets in Hong Kong since 1989. Today, Fidelity is the largest manager¹ in the ORSO employee choice market and the largest pure investment manager² to offer an MPF scheme. Sources: 1. Willis Towers Watson - Manager Watch, as at 31/12/2017. 2. Mercer MPF Market Share Report, as at 31/12/2017. Fidelity only gives information about its products and services. Any person considering an investment should seek independent advice on the suitability or otherwise of the particular investment. The third party marks appearing in this advertisement are the property of the respective owners and not Fidelity’s. FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

About Manulife (International) Limited Manulife (International) Limited is a member of the Manulife group of companies. Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2017, we had about 35,000 employees, 73,000 agents, and thousands of distribution partners, serving more than 26 million customers. As of March 31, 2018, we had over C$1.1 trillion (HK$6.7 trillion) in assets under management and administration, and in the previous 12 months we made C$26.9 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

Mercer (Hong Kong) Limited At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure and rewarding futures for our clients and their employees whether we're designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs. We see people's current and future needs through a lens of innovation, and our holistic view, specialised expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we've turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today. 26/F & 27/F, Central Plaza, 18 Harbour Road, Wan Chai, Hong Kong T: (852) 3476 3800 F: (852) 2506 4161 E: mercerhongkong@mercer.com www.mercer.com.hk


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

PLATINUM SPONSOR

About Principal® Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. A member of the FORTUNE 500®, we have US$673.8 billion in assets under management and serve over 23 million customers from offices in 19 countries throughout Asia, Australia, Europe, Latin America and North America (As of 31 March 2018). Principal Financial Group, Inc. is traded on the NASDAQ under the ticker symbol PFG. To find out more, visit us at principal.com. In Hong Kong, we are a provider of investment and retirement solutions. We combine our capabilities in global investment management, retirement leadership and asset allocation expertise to provide retirement and asset management services as well as award-winning mutual funds and investment products to businesses, individuals and institutional investors. Our member companies include: • Principal Trust Company (Asia) Limited • Principal Trust Company (Bermuda) Limited • Principal Asset Management Company (Asia) Limited • Principal Investment & Retirement Services Limited • Principal Global Investors (Asia) Limited • Principal Nominee Company (Hong Kong) Limited • Principal Insurance Company (Hong Kong) Limited


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

GOLD SPONSOR

1

Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the 2 integration of Pioneer Investments, it now manages more than 1.45 trillion euros of assets across six main investment 3 hubs. Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes. Headquartered in Paris, and listed 4 since November 2015, Amundi is the 1st asset manager in Europe by market capitalization . Leveraging the benefits of its increased scope and size, Amundi has the ability to offer new and enhanced services and tools to its clients. Thanks to its unique research capabilities and the skills of more than 4,700 team members and market experts based in 37 countries, Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their needs, targeted outcomes and risk profiles. Amundi. Confidence must be earned. 1 Source IPE “Top 400 asset managers” published in June 2017 and based on AUM as of end December 2016. 2 Amundi figures as of March 31, 2018 3 Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo 4 Based on market capitalization as of March 31, 2018

Franklin Templeton Investments is a global investment management organization with over US$737.5 billion assets under management*. We offer clients the strength and experience gained from 70 years of active asset management, Franklin Templeton Investments’ 600+ investment professionals worldwide are dedicated to deliver exceptional asset management for our institutional, pension and retail clients in over 170 countries. By bringing together multiple, world-class investment teams in a single firm, we are able to offer specialized expertise across styles and asset classes from traditional to alternative strategies and multi-asset solutions, all supported by the strength and resources of one of the world’s largest asset managers. This has helped us to become a trusted partner to millions of investors across the globe. For more information, please contact us at institutionalgc_bd@franklintempleton.com. franklintempleton.com.hk/institutional *Data as of March 31, 2018


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

GOLD SPONSOR

HSBC MPF HSBC has been one of the leading MPF service providers in Hong Kong since the commencement of MPF in December 2000. We are dedicated to providing our customers with comprehensive wealth management and customer-centric services through multiple channels. With over 40 years of experience in administrating retirement schemes and managing retirement funds in Hong Kong, we are a provider that you can trust. Our approach of having the roles of sponsor, administrator, trustee, custodian and investment managers within the HSBC Group but keeping a clearly defined role segregation, enables us to maintain low and competitive fees whilst at the same time provide a closely knitted, integrated, and efficient service offering to our customers. Investment Managers of the HSBC MPF Funds include HSBC Global Asset Management as well as Hang Seng Investment Management. HSBC Global Asset Management is the asset management division of HSBC, which aims to connect HSBC’s clients to global investment opportunities using their international expertise and local insights. Their disciplined investment process with robust philosophy and dependable risk management helps deliver sustainable performance. HSBC Global Asset Management offers a comprehensive range of capabilities, including equity, fixed income, multi-asset and liquidity, to meet the clients’ investment needs. Hang Seng Investment Management who manages the underlying ETFs of the index tracking funds, is the largest ETF provider in HKEX in terms of average daily turnover and second largest in terms of fund under management as of end-May 2018.

Northern Trust Corporation is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 23 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2018, Northern Trust had assets under custody/administration of US$10.8 trillion, assets under custody of US$8.1 trillion, assets under management of US$1.2 trillion and US$130 billion in banking assets. For over a century, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Specific to Asia Pacific, Northern Trust has offices in 11 locations – Bengaluru, Beijing, Hong Kong, Kuala Lumpur, Manila, Melbourne, Pune, Seoul, Singapore, Sydney and Tokyo. We have been serving clients in Asia since 1986, including retirement schemes, government entities, sovereign wealth funds, insurance companies, asset managers, foundations and universities. This rich heritage and our intricate understanding of the region allow us to provide unique insights and strategic perspectives to our clients. Northern Trust continues to win industry recognition in Asia. Recent wins include Best Global Custodian for Asset Owners at Asian Investor’s 2017 Asset Management Awards and Best Custody Specialist (Institutional) at The Asset’s 2017 Triple A Asset Servicing Awards. For more information, please contact Michael Wu, Country Executive – Greater China at michael.wu@ntrs. com, visit www.northerntrust.com or follow us on Twitter @NorthernTrust.


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

GOLD SPONSOR

State Street Corporation Minute by minute, the investment environment is shifting. Today, success comes down to how well you adapt to both challenges and opportunities. Through our flexible suite of services that span the investment spectrum, including investment management, investment research and trading, and investment servicing, we’ll work with you to craft solutions that help keep your business moving forward. State Street operates in more than 100 geographic markets worldwide, including the US, Canada, Europe, the Middle East and Asia Pacific. For more information, visit www.statestreet.com.

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has more than 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimise benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance. Powered by market analytics and behavioral insight, our integrated teams have been helping businesses in Hong Kong to grow since 1974. Today Willis Towers Watson has more than 400 people working in offices across Hong Kong and Macau. Together, we unlock potential. Learn more at willistowerswatson.com Contact us Elaine Hwang Director of Retirement, Hong Kong elaine.hwang@willistowerswatson.com


THE HKRSA 22 nd ANNUAL DINNER • DIRECT YOUR OWN RETIREMENT

GOLD SPONSOR

Annual Dinner 2018 eBooklet  

Welcome to the HKRSA Annual Dinner. Big shout out to all sponsors! Enjoy your night with us.

Annual Dinner 2018 eBooklet  

Welcome to the HKRSA Annual Dinner. Big shout out to all sponsors! Enjoy your night with us.

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