On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The first panel of the morning was “Future Directions for Fund Selection.” In this video of the session, Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv moderates a panel of fund selectors who outline their views on the changing nature and increasing prominence of fund research in light of the recent high-profile travails faced by Woodford Investment Management, increasing regulation and higher levels of scrutiny in the market. Panelists discussed their selection process, what makes a good fund investment, and how

At the recent Lipper Fund Selector Forum 2018, Jake Moeller, Head of Lipper UK & Ireland Research, chaired the keynote panel with Lucy Walker, Head of Third Party Funds at Sarasin & Partners, Victoria Hasler, Head of Fund Research at Square Mile Consulting and Tony Yousefian, fund analyst at FundCalibre. This panel covers the key due-diligence considerations that fund selectors address in their assessment of mutual funds. It is essential viewing for anybody who needs to understand how fund selectors operate and the current issues facing the mutual funds industry today. Running order Run Time Topic 00:00 Introductions 01:00 What makes

The fourth annual Lipper Fund Selectors Forum was held at the Thomson Reuters Auditorium, Canary Wharf, on July 4, 2018. Mutual fund research and selection, along with portfolio construction, are crucial components of the investment distribution value chain. Increased due-diligence and governance requirements imposed by regulators mean the fund selector and portfolio constructor have more influence on–and responsibilities to–investors than ever before. Lipper was pleased to host again this flagship industry event showcasing the challenges faced by the fund selection and portfolio construction industry in 2018 and the benefits it brings to the financial services industry. Once again, we were

At the recent 2017 Thomson Reuters Lipper European Fund Selectors Forum, Jake Moeller, Head of Lipper UK & Ireland Research, interviewed three of the UK’s preeminent mutual fund analysts: Dr. Nisha Long from CityWire, Mona Shah from Rathbones and Victoria Hasler from Square Mile. This insightful panel session covers a wide range of subjects related to the field of mutual fund selection and research. Running Order About Dr. Nisha Long As Head of Cross-Border Investment Research at Citywire, Dr Nisha Long is involved in the analysis and screening of over 15,500 managers tracked globally by Citywire. Having joined Citywire a

The third annual Lipper – European Fund Selectors Forum was held at the Thomson Reuters Auditorium, Canary Wharf on July 11, 2017. Mutual fund research and selection is a crucial component of the investment and financial planning value chain. It is also a field increasingly under scrutiny by regulators, the press, and investors themselves. In this environment, Lipper was again pleased to host a highly relevant forum that considered the challenges faced by the fund selection industry in 2017 and beyond. We were again proud to collaborate with the Chartered Institute of Securities and Investment (CISI). An audience of around 140-drawn

In this webcast, Victoria Hasler, Head of Research at Square Mile chats with Jake Moeller, Head of Lipper UK and Ireland Research at Refinitiv following the Lipper European Fund Selector Forum held in London on July 11, 2017. Here, she shares her views on what makes a good mutual fund, how she considers passive and exchange traded funds and how the fund selection industry is likely to change in the future. About Victoria Hasler Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of the Executive Management Team which

The second annual Lipper Fund Selectors Forum was held at the Thomson Reuters Auditorium, Canary Wharf on July 13, 2016. Mutual funds are always a hot topic and no more so than after the unexpected result from the British European Union referendum, resulting in high levels of volatility across popular fund sectors. Following on from the highly successful inaugural event last year, Thomson Reuters Lipper again hosted a high-profile thought-leadership morning in collaboration with the Chartered Institute of Securities and Investment (CISI).The morning was dedicated exclusively to the discussion of key events that are important to fund gatekeepers and investors. An audience