UBS holds first market forum in the Phls.



By Rose de la Cruz


Swiss-based UBS investment bank is vigorously marketing the Philippines to foreign investors by holding its first market forum last Tuesday, aimed at linking foreign investors to the big locally-listed companies and develop the appetite of local and foreign portfolio managers to active rather than passive funds.


UBS brought together external and UBS speakers to discuss about the latest regulations and market structures that impact the liquidity landscape. This is part of UBS' ongoing commitment in developing the Philippine capital market.


"Given the fast- changing business and regulatory environment, it is imperative for clients to embrace the constantly evolving global trends in trading. Our aim is to be the bridge to our clients, keeping them aware of key developments and the impact to markets," says Richie Diaz, Head of Philippine Client Trading and Execution.


"The rise of passive funds have brought a shift in the trading landscape, with the Philippines included. The symposium is part of UBS' long- term investment in the Philippines to help clients better understand the risks and opportunities, how to be on top of the trading game and compete on a global level" he added.


Among those who spoke in the forum were Roel Refran, COO of the Philippine Stock Exchange; Rajarshi Sen, Vice President, Index & ESG Coverage, MSCI; David Rabinowitz, Head of APAC Market Structure and Beta Solutions, UBS; Richie Diaz, Head of Philippine Client Trading and Execution, UBS; Nicole Javellana, Head of ASEAN Salestrading and Execution, UBS and Joy Francis, APAC Electronic Trading Sales, UBS.


In the power point presentation, it was noted from UBS Internal that old behavior trend for retail was based largely on sentiment therefore could see increased activity based on attention-grabbing news; for government or sovereign stocks had long-term investment view and can take strategic stakes in country-specific sensitive industries while institution (issues) were active relying on professional analysis, tool and expert opinions to craft a fundamental view moving forward.


The new investment trends were more on: Hedge Funds that typically use leverage to magnify returns employing strategies that can be event- driven, arbitrage, long/short; Quants that largely rely on technical signals and Big Data analysis to identify trading opportunities and Institutions (Passive issues that aim track the performance of a benchmark, largely trades around rebalance cycles.


The UBS noted a rise in passives has brought changes in the regional trading landscape. passive portfolio aims to mimic the investment holdings of specific index while active portfolio aims to surpass the index.


UBS operates three entities in the Philippines – UBS AG, UBS Securities Philippines (UBSSPI) and UBS Investments Philippines (UBSIPI). This year, UBS celebrates 22 years in the Philippines. UBS is consistently ranked as one of the top-three houses in Equities Research for the past 15 years. UBS has been named "Best Foreign Investment Bank", "Best Brokerage House" and "Best Equity House" by several external industry surveys.  Since its inception, UBS Philippines has completed 140 transactions for a total deal value of close to $34 billion. It focuses on core IB products and M&A activities. In Equities, it is consistently ranked among the Top 3 firms since 2010.


UBS is a leading Investment bank operating in the country and is consistently ranked as top 2 among international investment banks. UBS offers best in-class Corporate Access with a high-level flagship UBS CEO / CFO Forum every year.

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Friday, 24 May 2019
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