The third Meeting of Minds Asset Management took place on Thursday 20 September at The Berkeley Hotel, London. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.
A Meeting of Minds Asset Management is a biannual strategic forum organised by Owen James in association with Lansons. This Meeting brings together the asset management community focused on Retail Distribution Strategy. Participants are Director level and above and are personally invited.
Participants enjoy access to strategic insight, the opportunity to benchmark their businesses and access to best practice learning.
The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.
To find out more about taking part, please contact John Hall at Owen James: firstname.lastname@example.org or you can contact him on 01483 862696.
The Roundtable sessions were facilitated and written up by Lansons and we are very grateful for the time and energy they expended. We hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.
We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to this Meeting and on the day.
Results shown by:
Areas the delegates were interested in hearing about included; A move to outcome investing, product/solution innovation, how firms are responding to change, active vs passive, emergence of ESG/sustainability and regulatory influence.
This topic included the D2C model, issues around increased brand management, product white labelling, and outsourcing.
There has been insufficient time spent looking at the future customer base – however the consensus was that it is very difficult due to factors such as Brexit to make things unclear.
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
An insight into what the regulators are thinking about and commercial considerations.