AIMA Hong Kong Fund Manager Briefing: Into the Unknown: Practical SMA Considerations for Managers & Allocators
AIMA invites you to this fund manager briefing on Tuesday 11 November, 2025.
Separately Managed Accounts (SMAs) are increasingly adopted by APAC hedge fund managers and allocators, driven by demand for customisation, transparency, and control. While SMAs offer strategic advantages, they also introduce distinct legal and operational challenges.
Join us for a focused discussion on:
- Fair and auditable trade allocation to meet SFC, MAS, and investor standards
- System requirements for equitable execution across fragmented markets
- Operational complexity from reconciliation, attribution, and cross-border reporting
- Automation and outsourcing strategies for scalable growth
- Compliance risks tied to regulatory filings and investor deliverables
- Legal and data infrastructure needed to support diverse APAC requirements
- Importance of early alignment on governance, systems, and documentation
This session is designed for managers, allocators, and operations professionals navigating the evolving SMA landscape in Asia.
AIMA Hosts:
- Michael Bugel, Managing Director, Co-head of APAC, AIMA
Speakers:
- Matthew Jarvis, Sales Executive, Linedata
- Victoria Chan, Sales Executive, Linedata
- Kylee Zhu, Counsel, Linklaters
This session is open to fund managers and allocators only. Should you meet the requirement and would like to register, please email us here.

