The Future of Fund Management is your chance to join the chief executives and directors leading change across the investment management industry.
Offering a packed agenda full of insights, this event helps you discover the latest developments in fund management, and how you can take advantage of them. Join more than 100 senior decision makers and find out how you can respond to regulatory change, make the most of the pension reforms and adopt new technology in order to remain relevant in 2016 and beyond.
Highlights in 2016:
Wednesday, 23rd March 2016
Session One: Looking to the future - succeeding in a challenging landscape
- What do the abating tailwinds mean for the industry?
- How will regulation impact the industry?
- A view on future winners
- Increasing transparency: what still needs to change?
- Responding to price pressure: how can fund managers add more value for their clients?
- Multi-asset funds, Smart Beta strategies: where does the future lie?
- Which alternative asset classes are set for growth?
- Big or boutique? Which business model will be most successful in the future?
- Fostering a culture of innovation: how can new ideas be encouraged?
- Digital disruption: should the fund management industry be concerned or curious?
- What are the most significant opportunities that technological developments present?
Chief Product Officer
Session Two: Evaluating the impact of regulatory change
The consequences and costs of regulatory change
During this session, delegates will have the opportunity to discuss the questions below at their tables. A nominated representative from each table will then share their feedback with the panel for comment.
- What will the major implications of MiFID II be?
- The unbundling of research costs: what will the consequences be?
- Anticipating regulatory spread: how can the industry ensure there is no MiFID III?
- UCITS V: how can firms collaborate to ensure a uniform interpretation?
- Shouldering the burden: what operational demands will Solvency II bring?
- How can firms mitigate against negative repercussions of new regulation?
- How can organisations maximise ancillary benefits from compliance-driven change?
- Getting the balance right: is the industry over-regulated?
Session Three: The digital transformation of fund management
How new data and technology will revolutionise investing
The dawn of digital: bringing asset management into the 21st century
- What is the role of big data in fund management?
- Big data for big returns? Will increased quantitative capabilities generate more profit?
- Could mining social media data become common practice in fund management?
- How are robo-advisors disrupting the industry?
- Will Google or Facebook become fund distributors in the near future?
- How can digitisation transform operational efficiency across the value chain?
- Customer engagement: will utilising tech bring more clients to asset management?
Session Four: Capitalising on pensions reforms - exploring opportunities for fund managers
Demography is destiny: identifying the opportunities of an ageing population
Winning strategies for the new retirement market
- One stop shop? How can fund managers provide complete retirement solutions?
- A customer-centric shift? How will the product development process alter?
- Tailored solutions for all? Will layered portfolios be viable at the mass affluent level?
- Enhancing relationships: collaborating with IFAs and life assurers
- Robo propositions: how great will the market influence be?
- Should fund managers move to fill the advice gap?
- Going direct: will retirement solutions be increasingly distributed via D2C platforms?
- How can fund managers capitalise on digital developments to better engage clients?
Session Five: Debating the value of ETFs
ETFs offer investors better value for money than actively managed funds
Speakers for and against the motion will each speak for 5 minutes to outline their arguments. They will then take part in a discussion with the audience for a further fifteen minutes, before a vote for or against the motion.
Proposing the motion:
Kenneth Volpert, Head of Investments, Europe, Vanguard
Opposing the motion:
Dr George Cooper, Chief Investment Officer, Equitile
More than 100 delegates registered for the 2016 event from the world’s leading Fund Management firms. Companies represented include:
- Aberdeen Asset Management
- Advent Software
- Appian Wealth & Asset Management
- Arendt & Medernach
- Aviva Investors
- AXA Rosenberg Investment Management
- Baillie Gifford
- Baringa Partners
- BNP Paribas
- BNP Paribas Securities Services
- BNY Mellon
- Bottomline Technologies
- Clifford Chance
- Create Research
- ETF Securities
- European Fund and Asset Management Association
- Fidelity Worldwide Investment
- Fitch Ratings
- Henderson Global Investors
- Hermes Fund Managers
- HSBC Bank
- Ignites Europe
- Imperial College
- International Financial Data Services
- Invesco Perpetual
- Investment Association
- Jetstone Asset Management
- JP Morgan
- Jupiter Asset Management
- Lazard Asset Management UK
- M&G Investments
- Marlborough Fund Managers
- McLagan Partners
- Momentum Global Investment Management Limited
- Neptune Investment Management
- Newton Investment Management
- Nordea Bank
- Old Mutual Global Investors
- PAM Insight
- Pioneer Investments
- Royal London Group
- Schroders Investment Management
- Somerset Capital Management
- Standard Life Group
- Standard Life Investments
- Standard Life Wealth
- Thomson Reuters
- Union Asset Management Holding
- Vanguard Investments
- Wellington Management International
- Wesleyan Group
- Zurich Insurance Group