Arthur Kwong

BNPP AM Hong Kong aims to generate long-term sustainable returns for our clients, based on a sustainability-driven approach. They focus their expertise on five core capabilities aligned with their clients’ goals: high conviction active strategies, emerging markets, private assets, multi-asset investment and liquidity solutions. The firm’s investment processes, which embed sustainability, use quantitative and fundamental research to help our portfolio managers generate alpha.

FIM-HK is an active investment manager following a growth-oriented investment approach with a medium to long-term outlook. The firm is the dedicated investment center within Fortis Investments for Asian ex-Japan equity. They also have expertise in Asian bonds and structured products, as well as in global and emerging market bonds. They operate in close cooperation with Fortis Investments subsidiaries in Shanghai, Jakarta and Tokyo. Proprietary research is shared within the Fortis Investments global network, and combines quantitative and qualitative analysis. Research focuses on valuation, assessing asset quality and identifying catalysts likely to unlock value. Fortis Investments believes that performances depend more on sector allocation than on regional allocation. They seek to identify major industry themes and value drivers within sectors. They favor sector leaders representing quality among their peers. They also invest in value and high-yield stocks. FIM-HK's investment strategy combines a group-wide understanding of global market trends and a specialist's understanding of the regional culture. Their investment process, driven by fundamental research and reactivity to market events, starts with a top-down view of macroeconomic conditions, followed by bottom-up security selection significantly influenced by company visits. The firm's products are managed using a core model portfolio, customized for each client.