After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Is ESG investing a case of “Fifty Shades of Green?” As we race to judge a company, are we impacting the World balance? It is a big question?
Investors continue to increase their allocations to ESG – however, due to a lack of criteria and an industry-wide framework to measure ESG, it remains unclear what sustainable investing stands for. Different interpretations of ESG are widespread across the asset management world which increases the risk of greenwashing.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementESGRegulationsustainable
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It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends
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Liquidity? Is it currently the most used word within asset management?
The Woodford scandal has prompted a discussion on liquidity and affected the way money managers communicate with clients. RFPs are now focused on liquidity which is the top priority to investors. Asset managers must provide detailed information on what is liquid within their portfolios and how liquidity is delivered.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsliquidityRegulation
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The meaning of life: What is our purpose? What are our clients paying us for?
Considering MIFID II and the requirements for transparent client reporting, revenue dynamics in asset management have changed. The importance of demonstrating value for money throughout the chain has become ever more important, not just through to wealth managers and intermediaries, but also the end customer.
A Meeting of Minds Asset Management - 19 September 2019
AdvisorsAsset ManagementBroadridgeMIFIDIIRegulation
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What about the changes from within the industry?
The industry has failed to become properly diverse, by gender, ethnicity, and age, and is still failing to properly appeal to women, ethnic minorities and younger people
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementdiversityethnicitygenderPensionRegulation