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On Friday, June 16th from 8:00 - 9:30 am, AmCham Shanghai will host a talk on China Emerging Affluent Financial Well-Being Index: How the Affluent Perceive Their Financial Well-Being and Drive Investment Decisions featuring Lisa Kidd Hunt, Executive Vice President of International Services and Special Business Development at Charles Schwab & Co., Inc.
China’s emerging affluent are an increasingly powerful group of investors who are remaking China’s economy and shaking the world. However, members of this group also face challenges as they strive to care for their families, enjoy world-class education, and maintain high living standards. In order to delve deeper into the minds of this influential economic grouping, Charles Schwab, Shanghai Jiaotong University’s Shanghai Advanced Institute of Finance (SAIF), and Nielsen have come together for a groundbreaking collaboration: a “China Emerging Affluent Financial Well-Being Index” designed to track how China’s emerging affluent investors perceive their own financial well-being, as well as the factors that drive their investment decisions.
Exploring the four dimensions of confidence, planning, management, and engagement, this routinely updated index will allow financial professionals, policymakers, and educators to unpack and investigate the nuances of Chinese emerging affluent investor behavior.
Agenda:
08:00 Networking and Registration
08:15 Presentation
09:00 Q&A
09:30 Event Ends
China’s emerging affluent are an increasingly powerful group of investors who are remaking China’s economy and shaking the world. However, members of this group also face challenges as they strive to care for their families, enjoy world-class education, and maintain high living standards. In order to delve deeper into the minds of this influential economic grouping, Charles Schwab, Shanghai Jiaotong University’s Shanghai Advanced Institute of Finance (SAIF), and Nielsen have come together for a groundbreaking collaboration: a “China Emerging Affluent Financial Well-Being Index” designed to track how China’s emerging affluent investors perceive their own financial well-being, as well as the factors that drive their investment decisions.
Exploring the four dimensions of confidence, planning, management, and engagement, this routinely updated index will allow financial professionals, policymakers, and educators to unpack and investigate the nuances of Chinese emerging affluent investor behavior.
Agenda:
08:00 Networking and Registration
08:15 Presentation
09:00 Q&A
09:30 Event Ends
