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Fund Investing 101: Understanding the Investments in your MPF and 401(k)

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Eaton House, 5/F Champion Tower

3 Garden Road

Hong Kong, Hong Kong Island 00000

Hong Kong

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Would you like to better understand the fund fact sheets of the investments your HSBC account, MPF, or 401(k)? This brief seminar introduces some of the most important things you should know about investment funds and what makes them more or less suitable for your investment goals, including:

1. Fund fees, and the huge difference they make on your results

2. The major different categories of funds: stocks vs bonds, regional, size, sector, etc.

3. What makes fund returns go up and down over time, and how to turn thousands per month into millions.

4. The difference between mutual funds, exchange traded funds (ETFs), and hedge funds

5. How to choose the best funds for different goals (hint: NOT by looking at past performance)

Tariq Dennison CFP is a Hong Kong based CERTIFIED FINANCIAL PLANNER professional and investment adviser at GFM Asset Management (https://gfmasset.com/), Asia's most direct fee-only retirement plan management firm. Tariq also teaches fixed income and alternative investments at ESSEC Business school at the CFA Society.

This is an informal presentation with plenty of opportunity for Q&A, and follow-up afterwards. Please feel free to send me a message at +852 9476 2868 if have any offline questions or would like to update me that you will be late after signing up.


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Date and Time

Location

Eaton House, 5/F Champion Tower

3 Garden Road

Hong Kong, Hong Kong Island 00000

Hong Kong

View Map

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