Loading…

Financial Planning – Investment Portfolio for Retirement Income 財務策劃 – 退休投資組合

– Day 3 11:30 – 12:30 Smart- Ageing Innovation Lab 1 (L1)

Speaker

Mr Victor YEUNG
Chief Investment Officer, Admiral Investment

楊書健先生
安泓投資首席投資總監

 

Investment during retirement has very different goals than investment during a person’s prime years.  Investors need to balance their needs with realistic investment goals while not exposing themselves to heightened risks.  Interesting, this is also the investment goal of many institutional investors around the world.  Mr. Victor Yeung has been a fund manager and advisor to institutional investors since 2004, and in this talk, he will share some major insights of how institutional investors formulate their investment plans to meet the needs of their stakeholders.

退休後的投資與一個人於人生黃金時期的投資目標完全不同。投資者需要平衡他們的需求與現實的投資目標,同時不要讓自己承受過高風險。有趣的是,這也是全球許多機構投資者的投資目標。自二零零四年以來,楊書健先生一直擔任機構投資者的基金經理和顧問。在這次演講中,他將分享機構投資者如何制定投資計劃以滿足多方面需求。

Bio

Victor Yeung is Chief Investment Officer of Admiral Investment, where he oversees all investment programs. Before Admiral, Mr. Yeung was Managing Director, Asia Pacific Securities of LaSalle Investment Management, where he managed the Asia Pacific portion of its investment program and its Asia Pacific analyst team. Mr. Yeung was graduated from the MIT and is a holder of the CFA designation.

楊書健為安泓投資總監,負責管理公司主要投資項目。楊先生之前是領盛投資管理的亞太區證券部董事總經理,負責管理其亞太區投資及分析團隊。楊先生畢業於美國麻省理工學院,並擁有特許金融分析師資格。

返回 Return


Moderator

Ms Anny CHOI
蔡淑敏女士

Manager, Marketing and Programmes, Investor Education Centre (IEC)
投資者教育中心教育計劃及統籌經理

Bio

The Chin Family is an independent and impartial financial education platform providing free information, resources and programmes.  It helps people in Hong Kong plan and manage their finances by making financial learning simple and enjoyable.  The Chin Family is managed by the Investor Education Centre, which is supported by the Education Bureau and all four financial regulators.  Ms. Choi is responsible for the IEC’s financial education programmes for the retirees.

錢家有道是個獨立及持平公正的金融理財教育平台,免費提供相關的資訊、教育資源及計劃,令學習金融理財變得簡單有趣,以協助香港市民計劃及管理個人財務。錢家有道由投資者教育中心管理,並獲教育局及四家金融監管機構支持。蔡女士專責為退休人士計劃及統籌金融理財教育。

返回 Return