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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STEWARDSHIP – THE SAFE INVESTMENT OF CAPITAL TO CREATE SUSTAINABLE VALUE.
Rising economic inequality has caused public trust to decline and that, combined with the huge amount of company data in the public domain, has left companies vulnerable to reputation issues.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEnvironmentalESGGreenwashinginstitutionalInvestmentsMarketingRegulation
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ESG: THE MOMENTUM IS THERE – WE NOW NEED SOME STANDARDISED METRICS TO MEASURE PERFORMANCE
ESG has become mainstream, and its popularity is only going to grow. Although techniques for assessing asset managers’ ESG performance are becoming increasingly sophisticated, there is no commonly agreed method of applying them.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementClient acquisitionclimate changeEngagementEnvironmentalESGGreenwashingMacro TrendsPropositionRegulationReputationalsustainableTrends
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FCA enforcement actions. Are there lessons to be learned from the FCA’s approach?
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
FCARegulationWealth Management and Private Banking
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Investment Products of the Future - What can be expected?
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
AdviceBusiness developmentclimate changeFinancial AdvisoryFinancial servicesRegulation
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The Evolution of Multi-Asset
25 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Decumulation marketFinancial AdvisoryFinancial servicesRegulation
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Are you ready for the senior managers regime?
13 June 2019A Meeting of Minds Advisory Distributors - 25 June 2019
Business developmentFinancial AdvisoryFinancial servicesInnovationRegulation
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MIFID II SM & CR
13 June 2019A Meeting of Minds Wealth Management and Private Banking - 13 June 2019
RegulationWealth Management and Private Banking
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DO YOU REALLY UNDERSTAND YOUR CLIENTS’ BEHAVIOURS & PREFERENCES? DO YOU DEVOTE ENOUGH TIME TO REVIEWING YOUR MI & MORE IMPORTANTLY DO YOU ACT UPON IT
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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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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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REGULATORY IMPACT WITHIN THE NON WORK PLACE PENSIONS MARKET
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryInvestmentsPensions freedomsRegulationRetirement
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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.
