Role of Analysts in a Changing Environment

Mr. Hiroyuki Shinshiba
CMA, Chairman The Securities Analysts Association of Japan President
Okasan Securities Group, Inc.

Portfolio Management Post-Goldilocks—What 213 Years 0ld Pictet Sees Under Current Environment

Mr. Hiroshi Matsumoto
Head of Multi Asset Japan - TKY
Pictet Asset Management (Japan)

Under current environment of capital market where long-lived “Goldilocks” is reaching its end, it would be difficult for a simple 50-50 mix portfolio of stocks and bonds to earn against inflation rate. Pictet has preserved and grown investors’ assets as private bank for a long time, 213 years. Introduce Pictet’s philosophy, experience and unique strategies of multi asset investing.

Growing Concentrated Equity Portfolio Backed by ESG in Europe
　

Mr. Yosuke Takahashi
Representative Director
Comgest Asset Management Japan Ltd.

Introduce the background and reasons of the spread of concentrated equity investment reinforced by ESG among the European institutional investors and present our investment philosophy and process as the specialised boutique.

Improvement of Liquidity by Introducing ETF Market Making Scheme

Mr. Kei Okazaki
Head of ETF Secondary Trading
Manager of Strategic Planning Group
Equities Department
Tokyo Stock Exchange, Inc.

Investment solutions featuring Pan-Asia Bonds and China Bonds
　
　

Mr. Hiroshi Yokotani
Portfolio Strategist for Fixed Income and Currency
State Street Global Advisors Japan

China recently launched “Bond Connect” infrastructure to make its offshore bond market accessible to global investors. It is now one of the most significant fixed income markets in the world. Chinese bonds offer attractive yields relative to the sovereign credit rating, and with the inclusion of the instruments in major bond indices there are expectations of global capital flowing into the market next year. This session will cover the “China Bond Market” and the “Pan-Asia Bond Market,” as well as how State Street Global Advisors has been involved in helping develop the Asian local bond market.

Make Tokyo Asia’s Top Global Financial City
— Revitalize Asset Management Industry in Tokyo

Mr. Takahiro Tajiri
Senior Director for Strategic Projects, Office of the Governor for Policy Planning Tokyo Metropolitan Government (TMG)

The Truth of ETF Market Exceeding JPY 34 trillion
　

Mr. Kohei Sasaki
Institutional Sales Division / Senior Manager
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.

The AUM of Japanese ETF exceed 34 trillion-yen. We understand the impact of BOJ's purchase is huge, but let's focus on the use of institutional investors. And also, let me explain how we think about product strategy as an Asset Management company.

Big Change of AI and RPA to Japanese Asset Management Companies :How to React to Changing Investors

Mr. Mitoshi Yamamoto
Partner, Leader of Investment Management Sector.
Deloitte Touche Tohmatsu LLC.

How to react and how to solve risk (AI and RPA) management for asset managers and asset owners is the most important issue. Considering global correspondence for this field, lots of things should be done by Japanese

The Economic and Market Foresight of 2018,2019 - The End of Goldilocks

Mr. Tetsufumi Yamakawa
Chief Economist, Head of Research, Japan
Barclays Securities Japan Ltd.