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.
Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.
There has been tremendous growth in ETF products over the last 15 years. With the increasing complexity and range of ETFs there has been increased take-up by investors of all kinds.
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.