Watson Wyatt's annual Manager Investment Performance seminar is always a useful way for Hong Kong's institutional investor and fund management community to get a feel for what investment consultants are thinking.
This year the theme of complexity stood out.
Former Invesco portfolio manager Peter Ryan-Kane outlines the consultant's view that Asian institutions must now diversify investments across all sorts of asset classes in order to reduce risk and improve returns - a theme that many fund managers have taken up in recent years, but one that hasn't seeped into the broad client community in Hong Kong or Asia ex-Japan.
And Naomi Denning, the...
