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How to build Investment Portfolios - PJ

Dear valued customers,

We are pleased to announce that there will be a seminar on How to build Investment Portfolios organised by CIMB Investment Bank Berhad.


A simple way to build investment portfolios Money is depreciating every day. Is savings enough to beat inflation? Ever wonder how you can potentially benefit from Trump’s policies? With increasing focus on the environment, how can you benefit as a retail investor? We all know the importance of diversification, but how do you achieve it with limited funds?

Our strategist and speaker of the day, Mr Jake Chow, will provide you with insights to potentially help achieve your financial goals through proprietary quantitative strategies and leverage on trends around us to achieve above market returns.

How do we do it?

·       Goal Investing – Also known as passive investing, targets investors who seek stable returns for a diversified portfolio.

·       Thematic Investing – Also known as active investing, targets investors who seek superior market returns by investing in hot current trends.  Join us and find out how you can achieve your financial goals!


Speaker Profile

Jake Damien Chow, CMT, is an Investment Strategist with CGS-CIMB Research. He specialises in technical analysis and is a strong proponent of systematic (rule-based) trading.

He tracks macroeconomic data, monitor global capital flow, research and develops quantitative models to generate trading ideas and investment thesis for clients.  Jake co-writes for the CGS-CIMB regional technical analysis publication titled “Trendspotter”.

Jake holds a Bachelor of Business majoring in Economics and Finance from the RMIT University (Melbourne). He is a Chartered Market Technician (CMT), member of the CMT Association and co-chair of the Singapore Chapter.


Seminar details: -




12 October 2018 (Friday)




3.00pm – 4.30pm (Registration starts at 2.30pm)





CIMB Investment Bank Berhad

Ground Floor

Tropicana City Office Tower

3 Jalan SS20/27

47400 Petaling Jaya


* Light refreshment will be provided *

Please click here to reserve your seat now. Registration is on a first-come-first-serve basis.


Yours sincerely,

CIMB Investment Bank Berhad (18417-M)

(A Participating Organisation of Bursa Malaysia Securities Berhad)

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