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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CATEGORISING YOUR CLIENTS: RETAIL, WHOLESALE, INSTITUTIONAL – AREN’T THEY JUST CLIENTS?
Across the board, asset managers are seeing changes in how they think about their clients, and this has huge implications for the organisational structure of their sales and distribution teams
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementdistributioninstitutionalSegmentation
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MAINTAINING OUR POSITION AS A WORLD LEADER IN INVESTMENT MANAGEMENT
Our expert opened the meeting with the well-known quote ‘lies, damned lies and statistics’ and how they can be misleading and used to bolster weak arguments. According to EFAMA, the European trade association, there is £9.5trn (€11.5trn) in assets under management in Europe.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementESGFintechInvestments
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PROVIDING VALUE FOR MONEY? IT CERTAINLY ISN'T JUST ABOUT GROWING THE POT. A LOOK AT THE FCA'S ASSESSMENT OF VALUE
The FCA’s assessment of value initiative will likely not change behaviour significantly in the next few years but marks an interesting step in the drive for improved standards of governance, transparency and accountability in the asset management industry.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementFCAgovernancevalue
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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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TALKING ABOUT CLIENT ENGAGEMENT… THINKING ABOUT YOUR FUTURE CLIENTS… NOW HERE IS A GOOD IDEA…
The way in which asset managers communicate with clients is evolving due to digitalisation, an increased demand for transparency, and ESG products.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEngagementESGPension
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IS YOUR BUSINESS MATCH FIT? INDEED, ARE YOU?
Managing change is the most common thread amongst senior management, and business resilience is ultimately linked to the personal resilience of you, the business leader.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementESGresilienceTechnology
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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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A look at changing investment preferences. What are the emerging trends?
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.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBrandEmerging MarketsEngagementExperienceJourneyTrends
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A look at the new routes to market
This topic included the D2C model, issues around increased brand management, product white labelling, and outsourcing.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBusiness ModelEngagementExperienceJourneyRisk
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Agile Leadership – staying resilient in a volatile world
As leaders, it is difficult to maintain equilibrium in a world of exponential change. As well as significant changing megatrends, such as globalisation, artificial intelligence, and changing socio-economic trends, leaders are also pressured by the daily demands on their own time. Overall, staying resilient can be very challenging. This session provided an open forum in which business leaders could discuss their experiences of combatting business change, passing on lessons and discussing how best to future proof their businesses.
A Meeting of Minds Asset Management - 19 September 2019
agileagilityAsset Managementleadershipresilience
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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.
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Attracting the investors of the future
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.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursCommoditiesEngagementExperienceJourneyReal EstateRiskSocial Media
