Market Specialisation in a VUCA World
About This Course
This 4-hour course provides a comprehensive understanding of the sources and approaches to analyse market, economic, political and industry’s risks trends and developments and their implications on the business by applying these knowledge and information to align with opportunities, including the use of quantitative methods to evaluate the trends and developments and their overall impact on the financial sector and institutions.
Who Should Attend
- Bankers and Relationship Managers in Financial Services Industry, e.g., Insurance, Private Banking, Wealth and Asset Management
- Middle office and research functions in the Financial Services Industry
- Covered persons under the Financial Sector Code of Conduct who may be interested
- Harness the knowledge of market trends and factors driving the financial services sector and articulate the changes in the client and/or market circumstances
- Analyse and interpret the market and industry risk trends and developments both locally and internationally by identifying tools and sources of information, to maintain awareness of impacts
- Align and customise market and industry risk trends and implications with products and services based on their clients and organizational needs and
- Evaluate market and industry trend decisions for overall impact to the organisation
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and Proficiency Level (PL):
- G13. Market Specialisation - Level 4
Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.
Find out more about IBF certification and the application process on https://www.ibf.org.sg/certification/Pages/Why-be-Certified.aspx
Introduction and Backdrop
- Key foundational requirements to support the achievement of the learning outcomes
Risks, trends and developments of the relevant market and industry
- General overview of market environments including crisis periods like today’s pandemic, market regime changes, mega- and micro-trends posing challenges and opportunities in the financial markets including lessons learnt and how to capitalise on them
- Case studies and examples (local and international) will be illustrated and discussed
Alignment opportunities with market and industry
- How these trends and developments can be understood and aligned to the products and services to be provided to their clients and businesses, e.g., model portfolios, structured / customised ESG-centric ETFs, data-driven quantitative funds, etc.
- Case studies and examples, e.g., a sample selection of trends and signals shaping the future of finance, will be discussed
- Other examples of short and medium-term trends and developments, e.g., economic and political trends impacting markets
- e.g., Green wave, Biden era and priorities, etc.
Quantitative methods for evaluation of trends and developments
- Use of AI/ML and advanced data analytics harnessing qualitative and alternative data as well as financial and economic modelling, etc.
- How their findings and outputs can yield actionable insights for decision-making with regards to overall impact on their organisations.
- Case studies and examples will be illustrated, etc.
Assessment - MCQ
Dr Khoo Guan Seng
PhD in Computational Physics (NUS)
GS Khoo has over 30 years of AI, data-mining, management and startup global work-experience, focusing on risk and hedge fund analytics. He joined CAI in Feb 2016, after relocating back from Canada, where he was the Head of ERM with one of the largest Canadian pension fund managers, AIMCo, which he joined in 2011.
Prior to AIMCo, He was with Temasek Holdings, which he joined in 2009 from Standard Chartered Bank, where he was the Global Head/MD, Group Risk Analytics, heading the global team performing all global risk models validation for Basel & BIPRU compliance, and liaised with all the financial regulators in Europe, Asia, Africa and the Middle East, including the FSA (UK), the FSS (Korea), CBRC, HKMA and MAS (Singapore). At Temasek Holdings, he focused on developing novel investment performance and portfolio risk management metrics, applicable across the whole spectrum of investment asset classes and horizons.
In his other previous roles, he designed and managed an algorithmic hedge fund at Man Investment Products (Man Group plc.) in the 90s, was Head of Innovation (Strategy & Business Devt.) at the Singapore Exchange, was Group Chief Risk Officer at a SE Asian conglomerate (RHB Capital, Malaysia) and was based in Chicago and Denver in 2001-02 at American Bourses Corp (ABC, spun off from the Man Group), providing AI-based investment and trading analytics to clients trading on the ECNs in N America and in the Asia-Pacific. At ABC, he managed the launch and production of the financial portals of SPH, asiaonemarkets.com and zaobaofinance. com in 2000.
He also provided advisory services to the regulators, family offices, research institutes, global and Asian banks in the Asia-Pacific region on data-mining, ERM, Basel 2 and 3. In addition, he has also advised startup and IT companies in S’pore, Silicon Valley and Vancouver, B.C in BigData, FinTech, and Energy Farming using renewable energy.
GS Khoo holds a PhD in Physics, and has done post-doctoral work at Nagoya University, MSI’s (Molecular Simulations Inc.) research centers at Caltech (Pasadena, California), Boston and at Teijin-MSI in Tokyo, Japan on AI-based data mining and computer-aided drug design. He also speaks regularly at international banking conferences and published articles relating to holistic ecosystem enterprise risk management, AI, operational resiliency, ESG investing and sovereign investing, and published over 30 journal papers on financial engineering, artificial intelligence (AI) applications in financial markets, environmental and materials science.
He is a Board Adviser of the Global-SWF Corporation, Singapore Economic Forum, an affiliate organization of the Paris-based ESG Summit G7 Pension and World Pension Council.
This programme has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles.
For latest development on the Funding Support for IBF-STS, please visit the IBF Standards Training Scheme site.
About the IBF Standards
The IBF Standards are a set of competency standards for financial skills. These Standards are developed in partnership with industry leaders and provide a professional development and skills roadmap for financial sector practitioners to excel in their respective job roles. They currently cover 12 industry segments in the financial sector.
About the Institute of Banking and Finance Singapore
The Institute of Banking and Finance Singapore (IBF) is the national accreditation and certification agency for financial industry competency in Singapore under the IBF Standards. Find out more on www.ibf.org.sg
Early Bird Discount
Enjoy 10% early bird discount when you register one (1) month before the course commencement date.