StashAway Academy: Asset Allocation - Invest like Institutional Investors
Research shows that more than 80% of investment returns are generated from asset allocation, while less than 20% come from securities selection. However, most retail investors focus solely on picking securities. How could individual investors learn from institutional investors, who consistently generate strong portfolio returns so as to grow our wealth?
In our StashAway Academy series, we’ll explore three hot investment topics with you in practical and interactive workshops. The second webinar will focus on achieving consistent returns through portfolio construction and asset allocation.
In this webinar, we will discuss:
Why asset allocation drives most outcomes versus security selection?
How to define core asset classes and what are their return drivers?
How returns, volatility, and correlations enable diversification?
What are the best ways to invest in a portfolio to reduce timing risk?
How to adjust portfolios using regime-based reoptimization ?
The second webinar, "Asset Allocation - Invest like Institutional Investors” will be hosted on zoom on 15 October (Wed) at 12:30 pm. Register now!
Explore other workshops in our StashAway Academy series:
Webinar #1：How to Invest with ETFs
Explore how do we start investing and building a portfolio with ETFs as an individual investor
Date & Time：8 Oct (Wed), 12:30 - 1:00 pm
Register: https://luma.com/oyenx13m
In-person Workshop #3：Private Market Investments 101
Explore how private market investments diversify your portfolio and enhance returns
Date & Time：22 Oct (Wed), 6:45 - 8:00 pm
Register: https://luma.com/nr1ofylu
About the Speakers
Peisi Deng, Wealth Advisor, StashAway Hong Kong
Peisi is responsible for empowering high-net-worth clients to build long-term wealth through asset allocation and leveraging the firm’s leading technology. Prior to StashAway, Peisi was a Private Banker at J.P. Morgan, advising Ultra-High-Net-Worth clients and family offices on investments, credit, and wealth planning to achieve their goals.
Peisi is a Certified Public Accountant in Hong Kong. She holds an MBA from INSEAD in France and Singapore, and a BBA in Accounting and Finance from the University of Hong Kong.
About StashAway
StashAway is a digital investment platform that was launched in 2017 to empower both retail investors and high-net-worth individuals to build long-term wealth. Offering simple, intelligent, and cost-effective investment and cash management solutions, StashAway has led the way in transforming the way people invest and grow wealth.
Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. The company was recognised by The World Economic Forum as a Technology Pioneer in 2020 and ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.