Our Co-Founder, CEO, and CIO, Paul Lee, was invited to attend the Citywire Independent Wealth Symposium in Bangkok, where he joined the panel discussion, “Navigating the Fracture: Geopolitical Friction and the Search for Diversified Alpha.” The session offered timely insights into building resilient, diversified portfolios amid an increasingly complex global landscape.
During the discussion, it was noted that external asset managers (EAMs) are increasingly differentiating themselves through niche positioning, moving beyond standardised private bank platforms to access less crowded opportunities.
On discretionary portfolio management (DPM), PCM highlighted that we actively benchmark our DPM mandate against those of major banks and EAMs. We focus on consistent net performance, disciplined costs, and true independence in manager selection.
This independence also allows for greater agility in portfolio positioning, enabling investments to adapt more dynamically across market cycles, geopolitical developments, and evolving thematic opportunities.
We appreciated the opportunity to contribute to the conversation and exchange perspectives with industry peers.
Read the full coverage here: https://citywire.com/asia/news/conference-convos-eams-find-their-niches-amid-tricky-bank-ties/a2489811
