On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf.
At this event—run in partnership with the Chartered Institute of Securities and Investment—Lipper convened nine mutual fund leaders and influencers to share their views with an audience of 180 financial service industry participants drawn from private wealth, gatekeepers, fund selectors, financial advisers, fund managers and trade journalists.
After a welcome by Leon Saunders Calvert, Head of Sustainable Investing & Fund Ratings at Refinitiv, Jake Moeller, Head of Lipper UK and Ireland Research, hosted three panels covering a wide range of topics relevant to the European mutual fund industry.
Leon Saunders Calvert welcomes the audience.
The State of the European Mutual Funds Industry
Detlef Glow presented his popular overview of the current state of the European mutual funds industry, outlining the current trends in flows and products following a state of volatile and challenging markets in 2018.
You can access the most recent Lipper European Fund Flows report on which this presentation was based here.
Detlef Glow presents on Lipper fund trends.
Illustrating his presentation with Lipper data, Detlef revealed that despite a respite in international markets, European mutual fund investors were still investing with considerable risk aversion.
Future Directions for Fund Selection & Funds-Based Portfolio Construction
Jake Moeller moderated a panel of fund selectors discussing the changing nature and increasing prominence of this role following the recent high-profile travails faced by Woodford Investment Management.
Jake Moeller interview (l-r) Richard Philbin, Victoria Hasler, Bish Limbu.
Panelists discussed their selection process, what makes a good fund investment, and how they are going to evolve to remain relevant in a changing product market.
The panelists were:
The Diversity Dividend
Jake Moeller moderated a panel on the importance of workplace diversity. As this issue has become increasingly prominent, the asset management industry has been indicted as one of several industries suffering from a lack of diversity in its workforce.
Jake Moeller interviews (l-r) Bev Shah, Selena Tyler, Abbie Llewellyn-Waters
This panel discussed the various initiatives that the asset management industry is undertaking to improve diversity and outlined how improved levels of workplace diversity benefit shareholders and result in a more effective workplace.
The panelists were:
ESG and the Funds Distribution Chain
Jake Moeller moderated a panel which examined the importance of ESG criteria for investors and participants in the mutual fund industry.
Jake Moeller interviews (l-r) Mona Shah, Chris Welsford, Craig Bonthron
The panel considered the influence of ESG throughout the mutual fund value chain from product manufacturer, gatekeeper, and fund distributor and outlined how ESG criteria are able to add value for end investors without compromising potential returns.
The panelists were:
Concluding remarks
Refinitiv’s Lipper marque holds considerable gravitas in the mutual fund industry. This is reflected by the number of high-level industry participants who are willing to share their views and thought leadership expertise for the wider benefit of the asset management industry.
A full house followed proceedings closely.
The Lipper Fund Selector Forum has established itself as a flagship industry events which provides a showcase of Refinitiv’s skill in engaging the entire mutual fund value chain.
The popularity of the event was also reflected in the social media coverage on the Twitter hashtag #LipperFSF19 and a number of videos of the panel sessions will soon be available via this website.
We look forward to welcoming you and your clients again in 2020.
Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
Disclaimer:
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. Past performance is no indicator of future performance.
