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Lippo IM:Liquidity Is Crucial for ETF

A new investment tool – Fund of ETFs – was unveiled at Morningstar’s Hong Kong ETF Intelligence Seminar in September. It is not common practice in Asia to use ETFs as a major investment tool. Liquidity is the major concern.

Jessie Yung 28.10.2011

A new investment tool – Fund of ETFs – was unveiled at Morningstar’s Hong Kong ETF Intelligence Seminar in September. Based on the same concept as Fund of Funds, Lippo Investments Management (Lippo IM) launched its first Fund of ETFs in Asia last November, to be followed by more Funds of ETFs in the coming months targeted at high net worth individuals (HNWI) and institutional investors. To introduce this instrument to investors, we invited Conrad Cheng, Chief Investment Officer, and Sammy Yip, Head of Business & Product Development, from Lippo Investments Management to share with us how they use the ETF as an investment tool to build portfolios.

 

It is not common practice in Asia to use ETFs as a major investment tool. “We appreciate ETFs’ tradable nature and the wide variety of asset classes and strategies available. Transparency and low costs are also features that we like.” Conrad said. “We see some private banks using ETFs for ultra-high net worth individuals’ discretionary accounts, albeit not in a significant fashion. However, if we can fully utilize the advantageous features of ETF, portfolio can be constructed using strategies similar to hedge funds. Furthermore, frequent trading strategies can be established using ETFs.”

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Jessie Yung  

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