Agenda - 5th Asset Manager Summit
Thursday 18th October 2018
Thursday 18th October 2018
09.10 Engaging retail investors: enriching client experience to attract retail flow
With the traditional adviser model under pressure, and a tough institutional investment landscape, building a strong retail or direct presence could be critical to future business performance. How are client expectations evolving and who are the new distributors? How can you position your business to service a fragmenting intermediary market and attract greater retail flows?
09.50 'Sales enablement': doing more with less
In an environment of intense cost pressure and an increasingly fragmented market, equipping your sales team with the right tools to perform efficiently can significantly improve performance. At the same time, there’s a wealth of valuable information to be gained from buyer behaviour and mining client data. This panel will consider the digital strategies that can help to maximise sales, along with some do’s and don’ts in a climate of increasing transparency and tightening data protection.
10.30 Networking & refreshments
11.00 Navigating socially responsible investing
Environmental Social and Governance (ESG) is a growing theme. This panel will consider how institutional client appetites are evolving; how asset managers can position and incorporate ESG into their businesses; and the prospects for retail ESG products.
11.40 The due diligence challenge: streamlining onboarding and monitoring of institutional clients
Onboarding and monitoring of institutional clients can be a costly and lengthy experience; a process that is further complicated by increasing regulatory requirements around ongoing monitoring and screening. Consolidation in the superannuation industry complicates this further.
This session will discuss common inefficiencies, as well as ways to streamline onboarding requirements; including the case for a centralised KYC utility and the potential for AI to streamline verification. It will also discuss experiences from other regions and how they may be applied to the Australian market.
12.10 Networking lunch - JPB restaurant
13.10 The future of innovation and efficiency in funds management
In a backdrop of increasing competition, regulation and other industry pressures, this session will discuss innovation and efficiency in funds management; considering the evolution of outsourcing and technology partners; the opportunities this presents and how to position your business to promptly exploit them.
Managing Director, Shoreline Consulting
Chief Operating Officer, Asia Pacific, Schroder Investment
Interim Head of Australia and New Zealand, Calastone
Nicolas Le Clech
Head of Product Transformation, BNP Paribas Securities Services
Chief Operating Officer, Aberdeen Standard Investments
14.00 Good culture in practice
Despite the significant focus on conduct and governance in the years following the global financial crisis, it is clear that “good culture” is not something that is easy to get right.
This session will feature practical insights from leading executives on how to embed good conduct into asset management firms.
14.40 Networking & refreshments
*Agenda as of 20/9/18. May be subject to change without notice.