Thomson Reuters Lipper – European Alpha Expert Forum 2017

• Nov 7, 2017 at 08:30
• London, UK,
• Thomson Reuters Auditorium, 30 South Colonnade, Canary Wharf, E14 5EP

The Thomson Reuters Lipper – European Alpha Expert Forum, one of the European mutual fund industry’s premier thought-leadership events, is being held again in London on November 7, 2017

We are proud to welcome some of the preeminent industry executives in Europe to share their views on key developments affecting the European mutual fund industry.

Once again we have partnered with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.–as our co-hosts, and you can register for the event via this link.

Key issues to be discussed:

• The evolution of ESG and Impact investing from the broader ethical genre and how its importance continues to grow.
• Popular trends of European fund flows in 2017 and assess what conclusions they hold as we move into the New Year.
• How smart beta and rules-based investing is evolving and 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

Agenda

8:30 – 9:00: Registration and Breakfast

9:00 – 9:05: Welcome & Housekeeping

9:05 – 0950: Panel Discussion – The Evolution of Ethical Investing to ESG and Beyond
Ethical, ESG and Impact 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 and Impact Investing, Hermes Investment Management
• Chris Welsford – IFA and managing Director of Ayres Punchard Investment Management Limited
• Trevor Allen – product manager, risk and performance division, 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 ETFs

11:15 – 1200: Panel Discussion –  Macro and Markets – The Outlook for 2018
2017has 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