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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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
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
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Blade Runner- Future Business Models in Asset Management
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBusiness ModelEngagementExperienceFintechFront OfficeInvestmentsJourneyManagement InformationOnboardingRiskSegementationTechnologyTrends
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Business models of the future
An insight into what the regulators are thinking about and commercial considerations.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursCommoditiesEngagementEquitiesExperienceInvestmentsJourneyRiskTrends
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Faster, lower cost, just as accurate – how ETF's are set to transform wealth management
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.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsInvestmentsliquidityPensionretail
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How do you consume your data? Do you devote enough time to reviewing your MI reports and, more importantly, do you act upon them?
Data needs to be presented and used in a way that clearly benefits on the retention and gaining of new clients.
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How to create real customer relationships in the digital age
Digitising clients remains a major issue for asset managers, in both the institutional and retail space. Whilst asset managers often talk about ‘digital risk’ and the overheads needed to get clients online, as an industry we are not talking enough about the risk of NOT digitising when it comes to futureproofing your business.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementCustomerDigitalDigitalisationinstitutionalInvestmentsROI
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Institutional and retail: is this simply a questions of segmentation
There is increasing overlap between wholesale and institutional clients and sales and distribution teams need to be structured to reflect this. The ways in which asset managers categorise clients is evolving. There is no one clear answer, but increasingly, it depends on the complexity of their needs and overall revenue, scale
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementdistributioninstitutionalPensionretailwholesale
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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
