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.
-
How is politics realigning? A political update from David Gauke
20 May 2021Interactive Roundtable for C-suite Asset Managers
Asset ManagementBrexitculturaldiversityEconomicFinancial servicesleave coalitionParty Politicsremote workingUK economy
-
Is the Asset Management industry ready for COP 26?
20 May 2021Interactive Roundtable for C-suite Asset Managers
Asset ManagementCOP26ESGInnovationInvestments
-
Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
Asset ManagementBusiness ModelESGStrategyvalue
-
How did you get on producing your first value assessment?
How did you get on producing your first value assessment?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementClient ExperienceCOVIDInvestmentsretailvalue
-
Leading in the new normal: Work as both a place and an activity, has changed. What does the future look like?
Leading in the new normal: Work as both a place and an activity, has changed. What does the future look like?
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
AssetAsset ManagementCOVIDEmployeeEmployee engagementFamily
-
Rising Data Carelessness
Rising Data Carelessness
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
Asset ManagementBack OfficeCyberDataSecurityTrainingVulnerable
-
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
-
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
-
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
-
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
-
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
-
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
