Mutual fund selectors and multi-managers have to undertake considerable research on the funds which make it into their approved lists or portfolios. The Due-Diligence Questionnaire (DDQ) or Request for Proposal (RFP) documents are a key part of this. In this round-table, key participants in the mutual fund selection process outline how the standardisation of due-diligence documents might lead to better outcomes for end-investors in a world of increasing regulation and scrutiny. Lipper’s Head of UK & Ireland Research, Jake Moeller meets with Judy Weigelt -Nash, Head of RFPs at Pictet Asset Management, Rob Sanders, Co-founder of DOOR and Nick Wood, Head of Investment Fund

Founder of Square Mile Consulting, Richard Romer-Lee is one of the U.K.’s most influential and high profile fund gatekeepers having established two successful fund consulting businesses in the last 20 years. In this podcast, Richard examines some of the key issues faced by the fund selectors in light of recent key regulatory initiatives. He discusses key influences affecting the evolution of the industry as the dynamics of the financial planning industry change and outlines what makes a good mutual fund. Richard is speaking with Lipper’s Head of UK & Ireland Research, Jake Moeller in London on September 1, 2017. Running

In this podcast, UK-based investment consultant and fund selector, Jeremy Beckwith speaks with Jake Moeller, Head of Refinitiv Lipper UK & Ireland Research. Jeremy examines some of the key events and issues that have influenced markets in 2016 and considers which drivers may affect investor and fund selector decision making in 2017. About Jeremy Beckwith Jeremy’s career started in 1983 with Manulife (UK) as an equity portfolio manager. In 1986 he became Head of Equities for Mitsubishi Finance International before moving to Merrill Lynch Global Asset Management in 1990. Until 1998 he managed global equity and balanced portfolios for high