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Introduction to ETF & SMART Portfolio

Phillip Securities Pte Ltd (A member of PhillipCapital)

Friday, 29 June 2018 from 12:30 to 14:00 (Singapore Standard Time Singapore Time)

Introduction to ETF & SMART Portfolio

Ticket Information

Type Remaining End Quantity
Introduction to ETF & SMART Portfolio 40 Tickets 29 Jun 2018 Free  

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Event Details

Topic:               Introduction to ETF & SMART Portfolio

Speaker:          Mr. Joel Lim – ETF Specialist, Phillip Securities Pte Ltd

                         Mr. James Ooi – Portfolio Manager, Phillip Securities Pte Ltd

Date:               29 June 2018, Fri

Time:               12.30pm – 2.00pm

Venue:            Phillip Investor Centre, Bukit Batok



Part 1: Introduction to ETF

  • What are ETFs?
  • ETF Structure
  • The Benefits of ETFs and Portfolio Construction
  • Points to note before investing in ETFs
  • How can I invest in ETFs?


Part 2: SMART Portfolio – The New Wave of Investing

Is investing really that difficult?  Can we keep investing simple while at the same time achieve our desired outcome from our participation in the stock markets?

Phillip SMART Portfolio “SMART” is an investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth.


We invite you to join us in this seminar as we explore and get ourselves ready for our investment journey. 


Availability for this seminar is on a first-come-first-served basis. For enquiries, please contact us at 6812 1530 or email to


Speaker Profile

Mr Joel Lim – ETF Specialist, Global Markets Desk, Phillip Securities Pte Ltd

Joel graduated from Singapore Institute of Management, University of London with a First Class Honours in Business. He was the recipient of SIM University of London’s Top Student Bronze Award in 2017 and was the worldwide examination topper for the “Financial Management” module in 2016. Joel was also commended by University of London for his excellent performance in the 2014 Examinations.

Joel is involved in ETF education, providing trading ideas and support to traders, dealers and fund managers. Joel also works closely with ETF issuers to educate retail investors about new ETFs during the Initial Offering Period.


Mr James Ooi – Portfolio Manager, Phillip Securities Pte Ltd 

Mr Ooi has been with Phillip Securities since 2010.  Before joining Managed Account Department as a Portfolio Manager, he was a Customer Experience Specialist before becoming an equity dealer with our POEMS Dealing team, progressing to lead the dealing team at Phillip Investor Centre – Toa Payoh branch.  Prior to joining Phillip Securities, he was a Futures Dealer in an investment bank.

He has been a regular market commentator for various media programmes, including Channel NewsAsia’s Asia Business First, Channel 8’s Money Week and Morning Express, Capital 95.8FM and 938Live Morning news programmes where he talks about current market trends.

He is a SGX Academy Professional Trainer and also conducts seminars on Financial Analysis and Technical Analysis.

He holds a Bachelor of Business degree with double majors in Finance and Marketing from the University of Technology Sydney.

Do you have questions about Introduction to ETF & SMART Portfolio? Contact Phillip Securities Pte Ltd (A member of PhillipCapital)

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When & Where

Phillip Investor Centre (Bukit Batok)
Blk 636, Bukit Batok Central
Singapore, 650636

Friday, 29 June 2018 from 12:30 to 14:00 (Singapore Standard Time Singapore Time)

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Phillip Securities Pte Ltd (A member of PhillipCapital)

Since 1975, PhillipCapital has grown as an integrated Asian financial house with a global presence that offers a full range of quality and innovative services to retail, corporate and institutional customers.

Our comprehensive suite of financial products and services includes broking in securities, futures, foreign exchange, bonds, precious metals and commodities, unit trusts, contracts for difference, exchange traded funds, fund management, managed accounts, insurance planning, regular savings plans, investment research, equity financing and property consultancy*. Institutions can also benefit from our corporate finance and advisory services as well as information technology soultions.

With more than 3,500 employees and over 1 million clients worldwide, our assets under custody/ management totals to more than USD30 Billion with shareholders' funds in excess of USD 1 Billion.

PhillipCapital (with headquarters in Singapore) operates in the financial hubs of 16 countries, with offices in Malaysia, Cambodia, Indonesia, Thailand, Hong Kong, China, Japan, India, Sri Lanka, Australia, UAE, UK, France, Turkey and USA.

Information on any and all independent PhillipCapital members and the respective financial services they offer can be obtained from Members can otherwise be identified by their authorised use of PhillipCapital brand name along with their own name in their documentation and literature.

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