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Webinar: Rethinking core equity – in search of investment alpha
22 July 2026 (Wed) | 11:00 am – 12:00 noon

Today’s equity landscape is shaped by concentrated index leadership, shifting factor regimes, and evolving client preferences between passive, quantitative, and fundamental approaches. In this session, Andrew Sharp-Paul will share a practical framework for identifying where active management can still add value, and how investors can unlock those opportunities through more deliberate portfolio design. We will discuss how “core equity” is being rethought, why blending styles can improve portfolio resilience, and how portfolio construction tools and techniques can help allocate active risk more effectively, while remaining mindful of governance and implementation constraints.
Keynote Speaker: Mr Andrew SHARP-PAUL, Managing Director and Solutions Director - Wellington Management
Moderator: Ms Elaine WONG, CFA, CAIA, Vice President, APAC Institutional Business, Hong Kong - Wellington Management
Closing Remarks: Ms Ka Shi LAU, BBS - Member of the Executive Committee & Cross Straits Forum Convenor - The Hong Kong Retirement Schemes Association

Language: English

Notes:
• CPD/CPT: Employees of our corporate members may claim 1 hour (non-core) training time for CPD/CPT, subject to the relevant body’s approval.
• Non-Members: An attendance letter will be issued to non-members who attend the entire webinar and pay HKD 350 after the session.
• Corporate Members: Please check the Corporate Member List on our website. Your company name must match exactly; otherwise, you will be treated as a non-member.
• Approved Individual Members: Applies only to those already approved by HKRSA ExCom.
• Login: Use the same name and email as your HKRSA registration.
• Virtual Platform: Hosted on Wellington Management. Registration implies consent for HKRSA to share basic details, including name, title, organisation and email address, to Wellington Management for platform access.
• Enquiries: please contact us either at events@hkrsa.org.hk or (852) 2147 0090.
• You will receive a confirmation email with the webinar link ONE DAY before the event.
1.Membership Type 會員類別(Required.)
2.Company Name (Corporate Member please check from the dropdown list)
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3.If you are a Non-Member or Approved Individual Member, please provide the full company name to be stated on the Attendance Letter.
如果你是非會員或已取本會批核的個人會員，請提供要寫在出席信上的完整公司名稱。
4.Please indicate if you require an attendance letter after the webinar.
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