FWD Life Insurance Plc. (“FWD Insurance”), led by Mr. Jon Sandham (3rd from left), Chief Distribution Officer, Ms. Alisa Areepong (4th from left), Chief Proposition Officer, and Mr. Sahapol Polpathapee (1st from left), Chief Agency Officer, has partnered with investment alliances in organizing a seminar titled the ‘All Weather Wealth Portfolio Management.’ The seminar aimed to enhance understanding of portfolio management for unit-linked insurance, utilizing ‘Automatic Recommended Portfolio Rebalancing by Investor’s Risk Level or ARPR’, and goal-based investing which offers a higher potential to consistently maximize returns across various market scenarios through the FWD Ultra Linked 99/99 product. This product is designed for goal-oriented investment planning, offering a suite of advanced wealth management tools driven by state-of-the-art technology.
The event featured special lectures delivered by esteemed experts in the field of investment. They addressed two key topics: ‘Innovation in Unit-Linked Insurance in an Evolving Financial Landscape‘ and a panel discussion on ‘Sustainable Investment Portfolio Management Across Market Scenarios.’ Notable speakers included Mr. Juckchai Boonyawat, CEO of Mercer (Thailand) Limited, Mr. Poodinun Sujjayakorn, AFPTTM Director, Product Development Department, SCB Asset Management Limited, and Mr. Bodin Buddhain, AISA, CFP®, Head of Investment Strategy at Eastspring Investments (Thailand) Limited. The seminar took place at the Sukree Conference Hall within The Stock Exchange of Thailand premises.
