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CIO & DPM - Coggle Diagram
CIO & DPM
DPM Relaunch
Partnerships
NAM All Weather Alternative Product
American Century Healthcare innovation
Core Products
Multi Asset
Nomura USP
Fundmanetals
Competitive LTV
Competitive Performance
Institutional Pitchbook
DPM FAQ
DPM Teaser
Mandarin Pitch
DPM HK license
Team
Louis Shen
Sarthak Puyani
TBC
Jinfu Hu
Core Systems
Avaloq OMS
Governance
Completed
SG Tax for marketing to SG resident
Institutional Class for our FOF
Trading Procedures
Best Execution
Standardizing legacy DPM portfolios to model
Bulk Trading
New pricing matrix
New Account Opening documents
IRPQ for DPM
DPM Risk Profile
DPM Investment Policy
Risk monitoring by FOC
Operational Guidelines
CIO Messaging
Vantage Point Series
Weekly Investment Guide
Weekly Market Recap
Weekly High Frequency Indicator
Market Event Highlight
IWM Client Events / GM Partner
October
Asian HY Corporate Day
November
AEJ Thematic Series
Healthcare innovation
Clean Energy theme
December
AEJ Thematic Series
Asia Tech theme
China Consumer
Outlooks 2022
GM Asian Outlook
GM Global Outlook
IWM Outlook event
Nomura ESG Conference
Media Coverage
Bloomberg TV and Radio & CNBC
Asian Private Banker
CityWire
Hubbis
LinkedIn
House View
Investment Committee
Tactical Asset Allocation
Partners
Partnerships
Wolfe/ CPRA
Mercer
GM IdeaHub
Global Markets
Strategic Offerings
Mega Trends & Sustainable Growth Themes
ESG Campagin