Register now for the European Lipper Alpha Expert Forum 2017!

We are pleased to invite you to the Thomson Reuters Lipper Alpha Expert Forum which will be held in conjunction with the Chartered Institute of Securities and Investment.

Join us at one of the mutual fund industry’s premier thought leadership events with some of the most senior industry executives in Europe to share their views with us address some of the most topical issues surrounding the mutual fund industry. 


Key issues to be discussed:

  • The growth of interest in the broader issue of ethical investing and how it effects performance and fund flows
  • Popular trends of European fund flows in 2017 and assess what conclusions they hold as we move into the New Year
  • How is smart beta and rules based investing providing support to the popularity of passives?
  • How significant market movers of 2017 might continue to shape the outlook into next year and what issues investors should be considering as they allocate assets into 2018

Event information:

Date7 November 2017

Time 08:30 - 13:00

LocationThomson Reuters, 30 South Colonnade, London, E14 5EP


Agenda:

8:30 – 9:00: Registration and Breakfast
9:00 – 9:05: Welcome & Housekeeping
9:05 – 09:50: Panel Discussion - The Evolution of Ethical Investing to ESG and Beyond
Ethical and ESG investing appear to have come of age from the periphery of the investment world. Today responding to issues like climate change and executive remuneration can be as important as traditional financial metrics when evaluating corporate and fund performance. This panel will look at the growth of interest in the broader issue of ethical investing, how it affects performance and fund flows and to what extent it improves investor outcomes and is better for business.
Panellists:
  • Andrew Parry, Head of Equities & Impact Investing, Hermes Investment Management
  • Chris Welsford, IFA and managing Director of Ayres Punchard Investment Management Limited
  • Trevor Allen, Product Manager, BNP Paribas
 
09:50 – 10:15: Presentation - The Fund Flow Trends of 2017
The examination of fund flows often paints an interesting picture of market dynamics. We examine the popular trends of European fund flows in 2017 and assess what conclusions they hold as we move into the New Year.
Presenters:
  • Detlef Glow, Head of Lipper EMEA Research, Thomson Reuters
  • Jake Moeller, Head of Lipper UK & Ireland Research, Thomson Reuters

10:15 – 10:30: Coffee break
10:30 – 11:15: Panel Discussion - Passive Ascendency; the Rise of Rules
 This panel will look at the drivers of growth and innovation in the passive industry, evaluate the outlook for passive vehicles and examine how rules based and smart beta evolution is supporting competition to traditional active funds.
Panellists:
  • Gregg Guerin, Senior Product Specialist – First Trust Global Portfolios
  • Hector McNeil, co CEO HANetf
  • Jason Xavier, Head of EMEA Capital Markets, Franklin Templeton

11:15 – 12:00: Panel Discussion -  Macro and Markets – The Outlook for 2018
2017 has seen decent returns for investors despite some ongoing geo political challenges. Our popular macroeconomic panel looks at how the significant market movers of 2017 might continue to shape the outlook into 2018 and what issues investors should be considering as they asset allocate into 2018.
Panellists:
  • Keith Wade, Chief Economist, Schroders
  • Andrew Milligan, Head of Global Strategy, Standard Life Aberdeen
  • Patrick Armstrong, CIO, Plurimi Investment Managers

12:00 – 1:00: Networking Lunch
1:00pm: Event close
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We are proud to partner this event with the Chartered Institute of Securities and Investment. Visit the website. 

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