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The Future of Fund Management

Navigating a new economic and regulatory ‘normal’ – industry leaders debate the path ahead

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Celebrating its 15th anniversary, this industry-leading event within fund management provided a forum for strategic discussion about the key drivers of change within fund. 

An exceptional line-up of speakers shared their insight on issues such as the impact of demographics, the future of distribution, platforms, benchmarks and the emerging fund market. 

2013 Speakers

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  • Andrew Tunningley will be delivering the opening speech at The Future of Fund Managment

    It has been confirmed that the Managing Director & Head of Strategic Clients at BlackRock will deliver the opening speech and provide an insight into how the fund market will evolve.

  • Find us on LinkedIn Follow us on Twitter Join the event discussion#fund13

Why did delegates attend this conference?

  • To hear about the key challenges and opportunities in the current market from new entrants and established players
  • To discuss the importance of demographics in product development, distribution and investment strategy
  • To hear from the FCA for an update on regulatory developments
  • To understand the changes in distribution through IFAs and platforms post-RDR
  • To debate the future of benchmarks, fund performance and what real value to investors means
  • To learn how behavioural economics can give fund managers the edge in a low-growth economy
  • To network with key industry decision makers

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The Future of Fund Management

The Montcalm London Marble Arch View details »


09:00

Welcome address by Juliet Knight, Director, Marketforce

09:05

Chair’s opening remarks

09:10

Keynote Opening Address: Regulatory challenges for fund managers in the post-RDR era

David Geale
David Geale

Head of Investment Policy

Financial Conduct Authority

09:30

Questions

Session One: How is the fund management market changing?

The evolving fund market – three perspectives

In this session, three senior executives will provide different perspectives on how the global fund management landscape is changing. The presentations will shed light on the question of whether or not size is key in a market of rising cost and downwards pressure on fees. The speakers will then debate the challenges currently facing the industry.

09:35

A view from the global player – how will the market evolve?

Andrew Tunningley
Andrew Tunningley

Managing Director, EMEA Institutional

BlackRock

09:55

A view from the East – a new entrant’s perspective on the opportunities in Europe

Guy Strapp
Guy Strapp

Chief Executive Officer

Eastspring Investments

10:15

A view from a boutique manager – taking on the big brands in a polarised market

José Luis Jimenez
José Luis Jimenez

Chief Executive Officer

March Gestión

10:35

Panel Discussion: What's next for the fund management industry?

  • To what extent is size and reach key to competing in the current fund market?
  • What has been the most significant example of fund product innovation recently?
  • Which approaches to branding and marketing will prove most effective?
  • How have fund managers changed their approach to distribution through IFAs post-RDR?
  • How will remuneration change in light of regulatory changes in Europe?
  • What can the industry expect from the interventionist FCA, and how should it respond?
  • What can be done to ensure the success of HM Treasury’s marketing strategy for London?
Andrew Tunningley
Andrew Tunningley

Managing Director, EMEA Institutional

BlackRock

Guy Strapp
Guy Strapp

Chief Executive Officer

Eastspring Investments

José Luis Jimenez
José Luis Jimenez

Chief Executive Officer

March Gestión

11:00

Refreshments

Session Two: Responding to the changing demographics of retail investors

The implications of changing demographics: developing attractive propositions

Near- and post-retirement investors hold the majority of assets but present the challenge of net outflows as they move into the decumulation phase. Meanwhile, younger investors present opportunities for D2C distribution and more active involvement, if they are targeted with the right products. This session will focus on two key demographic segments of investors and identify the key changes that will come to define these clients’ demands.

11:30

Chairman's remarks

The implications of changing demographics: developing attractive propositions

Near- and post-retirement investors hold the majority of assets but present the challenge of net outflows as they move into the decumulation phase. Meanwhile, younger investors present opportunities for D2C distribution and more active involvement, if they are targeted with the right products. This session will focus on two key demographic segments of investors and identify the key changes that will come to define these clients’ demands.

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

11:35

Serving the ‘baby boomers’: prospects for investment in the most affluent segment

  • How is the investment profile of people in or near retirement changing?
  • D2C vs. IFA channels: how can fund managers best reach this segment post-RDR?
  • What is the role of branding in accessing this market?
  • How can this segment be encouraged to keep investing after retirement?
Keith Skeoch
Keith Skeoch

Chief Executive Officer

Standard Life Investments

11:55

Serving the next generation of investors

  • Profiling younger investors: how do their demands differ?
  • Will younger investors be more actively involved in their investments?
  • Understanding the risk appetite and product preferences of younger investors
  • What level of input will they seek from IFAs and fund managers?
  • How will the uptake of smart devices change distribution to this group?
Jonathan Willcocks
Jonathan Willcocks

Managing Director, Global Head of Retail Sales

M&G Investments

12:15

Questions

12:25

Introduction to the IEA

12:30

Lunch

Session Three: Question time with institutional investors

In this session, representatives from the two biggest segments of institutional investors, an insurer and a pension fund, will provide a short presentation on how they are currently adapting to the changing economic and regulatory reality of global markets by reassessing their needs view of investment. This will be followed by an extensive question session.

13:30

Chair’s remarks

Annette Spencer
Annette Spencer

Director of Communications

IMA

13:35

Keynote Address: The government’s vision for the fund management industry

13:50

Questions

14:00

Institutional investment in a low-growth market: an insurer’s perspective

Wim Vermeir
Wim Vermeir

Group Head of Investments

Ageas

14:10

Understanding the changing needs of pension funds

Padmesh Shukla
Padmesh Shukla

Pension Investment Officer

Transport for London Pension Fund

14:20

Questions

Session Four: What will investors pay for and how will they assess performance?
14:35

Panel Discussion: Measuring fund performance and understanding value for investors

Measuring fund performance and understanding value for investors

  • Index vs. peer benchmarks: which standard best measures real value for investors?
  • How can fund managers better communicate their choice of benchmarks to investors?
  • Does increased passive investment change how performance should be assessed?
  • Will benchmarks and risk ratings become more influential with the rise of DIY investment?
  • UCITS V: What would be the effect of fining funds for failing to beat benchmarks?
  • Should fund managers abandon benchmarks altogether? What are the alternatives?
  • How do you measure performance for outcome-oriented investment?
Ian Barnett
Ian Barnett

Global Head of Portfolio Analytics & Design

HSBC Global Asset Management

Darren Crowley
Darren Crowley

Head of Performance Analysis

Pictet Asset Management

David Norman
David Norman

Managing Director

TCF Investment

Mozamil Afzal
Mozamil Afzal

Chief Executive Officer, UK & Global Chief Investment Officer

EFG Asset Management

15:10

Refreshments

Session Five: Charting change in the platform market
16:00

Panel Discussion: Consolidation and competition: how will the platform market change?

  • How prominent a distribution channel will D2C platforms become post-RDR?
  • Will the rebate ban prove the tipping point for consolidation in the UK platform market?
  • Advisors or investors: where will we see most growth in platform users?
  • Low fees or value-added services: which is more important for attracting platform users?
  • What can fund managers do to win shelf space on platforms?
  • Will branding become an increasingly important strategy to succeed on platforms?
John Yule
John Yule

Head of UK Retail

F&C Investments

Jon Everill
Jon Everill

Head of Advisory Services

FundsNetwork

Rob Hudson
Rob Hudson

Chief Executive Officer

Charles Stanley Direct

Rob Williams
Rob Williams

Head of Distribution

Royal London Asset Management

Session Six: The future of the IFA channel
15:40

Interview: The changing role of IFAs

  • Will IFAs continue to be the main distributors of funds in the UK?
  • How has the RDR changed the relationship between fund managers and IFAs?
  • What are the implications for fund managers if most IFAs ‘go restricted’?
  • How are IFAs changing their charging models post-RDR?
  • How can fund managers build on established relationships with IFAs?

Questions will be taken from the audience throughout this interview

George Higginson
George Higginson

Chief Executive Officer

Sesame Bankhall Group

Session Seven: Investment strategy – challenging orthodoxies

Alternative perspectives on investment strategy

Modern Portfolio Theory (MPT) has long been the foundation of investment strategy in the fund management industry. In this session, our speakers will draw on new research to set out two alternative approaches which challenge the assumptions that underlie most conventional investment strategy

16:35

A historical perspective: how the industry needs to rethink investment fundamentals

Saker Nusseibeh
Saker Nusseibeh

Chief Executive Officer

Hermes Fund Managers

16:55

Biases and bubbles: incorporating behavioural economics into fund management

Paul Craven
Paul Craven

Former Head of Institutional Business, EMEA

Goldman Sachs Asset Management

17:15

Questions

17:25

Chairman’s closing remarks and end of conference

Annette Spencer
Annette Spencer

Director of Communications

IMA

Charles Roxburgh
Charles Roxburgh

Director General, Financial Services

HM Treasury

David Geale
David Geale

Head of Investment Policy

Financial Conduct Authority

Keith Skeoch
Keith Skeoch

Chief Executive Officer

Standard Life Investments

Saker Nusseibeh
Saker Nusseibeh

Chief Executive Officer

Hermes Fund Managers

Helena Morrissey
Helena Morrissey

Chief Executive Officer

Newton Investment Management

Guy Strapp
Guy Strapp

Chief Executive Officer

Eastspring Investments

Wim Vermeir
Wim Vermeir

Group Head of Investments

Ageas

Mozamil Afzal
Mozamil Afzal

Chief Executive Officer, UK & Global Chief Investment Officer

EFG Asset Management

Jonathan Willcocks
Jonathan Willcocks

Managing Director, Global Head of Retail Sales

M&G Investments

Andrew Tunningley
Andrew Tunningley

Managing Director, EMEA Institutional

BlackRock

Rob Hudson
Rob Hudson

Chief Executive Officer

Charles Stanley Direct

Paul Craven
Paul Craven

Former Head of Institutional Business, EMEA

Goldman Sachs Asset Management

Ian Barnett
Ian Barnett

Global Head of Portfolio Analytics & Design

HSBC Global Asset Management

José Luis Jimenez
José Luis Jimenez

Chief Executive Officer

March Gestión

Rob Williams
Rob Williams

Head of Distribution

Royal London Asset Management

John Yule
John Yule

Head of UK Retail

F&C Investments

David Norman
David Norman

Managing Director

TCF Investment

George Higginson
George Higginson

Chief Executive Officer

Sesame Bankhall Group

Darren Crowley
Darren Crowley

Head of Performance Analysis

Pictet Asset Management

Jon Everill
Jon Everill

Head of Advisory Services

FundsNetwork

Padmesh Shukla
Padmesh Shukla

Pension Investment Officer

Transport for London Pension Fund

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

Annette Spencer
Annette Spencer

Director of Communications

IMA

Sponsors

Scottish Development International

www.sdi.co.uk/

Scottish Development International is the international trade and investment agency of the Scottish Government.  We assist international companies to locate and grow their operations in Scotland and work with Scottish based companies to support their international trade ambitions.

Scotland has an internationally recognised financial services industry and is an excellent location for financial services companies, based on the critical mass of the industry, an experienced talent pool, high quality education system, and excellent infrastructure, combined with competitive costs.

Scotland has a distinguished and historic track record in Asset Management being home to a wide range of both Scottish companies and international investment management firms.  In addition, Scotland hosts the operations of a number of the world’s leading Asset Servicing companies.

www.sdi.co.uk

 

Exhibitors

eVestment

www.evestment.com

eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.  With the largest, most comprehensive global database of traditional and alternative strategies, delivered through leading-edge technology and backed by fantastic client service, eVestment helps its clients be more strategic, efficient and informed.

The company was founded in 2000 and is headquartered in Atlanta, Georgia with global offices in New York, Toronto, London, Sydney and Hong Kong. eVestment acquired PerTrac, a leading provider of robust, hedge fund analysis software and workflow solutions, and Fundspire, an innovative, cloud-based technology provider of hedge fund analytics in November 2012.

 

Media Partners

Institutional Asset Management

www.institutionalassetmanager.co.uk

Institutionalassetmanager is a news and information and fund data service for institutional  investors and institutional asset managers focusing on the traditional asset management sector worldwide. Institutionalassetmanager offers a daily newsletter service and a full web site.

 

etfexpress

www.etfexpress.com

ETF Express is the ETF’s industry’s  leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports.

 

Managers of Wealth

www.managersofwealth.com

The vision and Mission of the Media G8Way sites is to become the World’s 'LEADING NEWS MONITORING SERVICE' for the financial services industry by providing our members with useful, accurate, relevant, timely news, strategic analysis and business critical information on all issues taking place within the World's financial services sector which will have a positive effect on their performance which will, in turn, improve the bottom line results of the companies where they work.


 

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