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                                                              Watch “2017 Global Investment Themes” Online

                                                              2017 Webcast image

                                                               

                                                              How should you set MPF investment strategies amidst the ever-changing global market conditions? In the latest episode of "BCT MPF Investment Viewpoints", Mr. Tai Hui, Chief Market Strategist, Asia of J.P. Morgan Asset Management and Mr. Michael Ha, Investment Director of BCT talk about global investment themes for 2017. Click here to watch it now for investment tips from experts!


                                                              Operators of an MPF Scheme

                                                              Plan Sponsor BCTF
                                                              Trustee BCTC
                                                              Administrator BCTC
                                                              Custodian BCTC
                                                              Fund Manager
                                                              Plan Sponsor BCTF
                                                              • Determine pricing structure & fee discount for clients
                                                              • Design MPF scheme including selecting fund managers & investment choices for members
                                                              • Establish performance benchmarks for constituent funds
                                                              • Promote / market the scheme and provide member service
                                                              Trustee BCTC
                                                              • Perform fiduciary & statutory duties, diligently and responsibly
                                                              • Appoint administrator, fund manager & custodian, oversee & monitor such service providers
                                                              • Hold title to trust assets on behalf of scheme members & authorise benefit payments
                                                              • Regulatory & compliance reporting
                                                              Administrator BCTC
                                                              • Keep proper accounts & records of scheme / members / investment funds
                                                              • Provide members with benefit statements and relevant information on a regular basis
                                                              • Calculate net asset value per unit of trust funds
                                                              Custodian BCTC
                                                              • Safekeep underlying securities & cash
                                                              • Settle purchase / sale of securities
                                                              • Act on trustee’s instruction
                                                              • Appoint appropriate sub-custodian
                                                              Fund Manager
                                                              • Provide independent investment management
                                                              • Formulate investment policy, strategy & benchmarks
                                                              • Comply with respective investment guidelines / regulations & investment policies
                                                              • Monitor investment restrictions
                                                              Plan Sponsor BCTF
                                                              Plan Sponsor BCTF
                                                              • Determine pricing structure & fee discount for clients
                                                              • Design MPF scheme including selecting fund managers & investment choices for members
                                                              • Establish performance benchmarks for constituent funds
                                                              • Promote / market the scheme and provide member service
                                                              Trustee BCTC
                                                              Trustee BCTC
                                                              • Perform fiduciary & statutory duties, diligently and responsibly
                                                              • Appoint administrator, fund manager & custodian, oversee & monitor such service providers
                                                              • Hold title to trust assets on behalf of scheme members & authorise benefit payments
                                                              • Regulatory & compliance reporting
                                                              Administrator BCTC
                                                              Administrator BCTC
                                                              • Keep proper accounts & records of scheme / members / investment funds
                                                              • Provide members with benefit statements and relevant information on a regular basis
                                                              • Calculate net asset value per unit of trust funds
                                                              Custodian BCTC
                                                              Custodian BCTC
                                                              • Safekeep underlying securities & cash
                                                              • Settle purchase / sale of securities
                                                              • Act on trustee’s instruction
                                                              • Appoint appropriate sub-custodian
                                                              Fund Manager
                                                              Fund Manager
                                                              • Provide independent investment management
                                                              • Formulate investment policy, strategy & benchmarks
                                                              • Comply with respective investment guidelines / regulations & investment policies
                                                              • Monitor investment restrictions

                                                              Operators of an MPF Scheme

                                                              Plan Sponsor BCTF
                                                              • Determine pricing structure & fee discount for clients
                                                              • Design MPF scheme including selecting fund managers & investment choices for members
                                                              • Establish performance benchmarks for constituent funds
                                                              • Promote / market the scheme and provide member service
                                                              Trustee BCTC
                                                              • Perform fiduciary & statutory duties, diligently and responsibly
                                                              • Appoint administrator, fund manager & custodian, oversee & monitor such service providers
                                                              • Hold title to trust assets on behalf of scheme members & authorise benefit payments
                                                              • Regulatory & compliance reporting
                                                              Administrator BCTC
                                                              • Keep proper accounts & records of scheme / members / investment funds
                                                              • Provide members with benefit statements and relevant information on a regular basis
                                                              • Calculate net asset value per unit of trust funds
                                                              Custodian BCTC
                                                              • Safekeep underlying securities & cash
                                                              • Settle purchase / sale of securities
                                                              • Act on trustee’s instruction
                                                              • Appoint appropriate sub-custodian
                                                              Fund Manager
                                                              • Provide independent investment management
                                                              • Formulate investment policy, strategy & benchmarks
                                                              • Comply with respective investment guidelines / regulations & investment policies
                                                              • Monitor investment restrictions