The financial services industry is often indicted for a lack of employee diversity. At the recent Lipper Fund Selector Forum, Jake Moeller moderated a panel which examined this important issue. The entire panel is showcased here. Jake was joined by Bev Shah, founder and CEO of CityHive; Maike Currie, Investment Director at Fidelity; and Natalie Kenway, Deputy Editor at Investment Week. The panel outlined the importance and benefits of improving gender, sexuality, ethnicity, disability, and age diversity. Running order Run Time Topic 00:00 Introduction 01:00 What do we mean by “diversity”? 03:15 How does cognitive diversity benefit a company? 07:00

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

In this webcast, Lawrence Gosling , Founding Editor of Investment Week 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 he shares his views on what makes on future trends in fund selection, the regulatory challenges the industry faces and the issue of fund concentration in the UK. About Lawrence Gosling Lawrence Gosling is the editorial director of Incisive Media, publishers of a range of investment, pensions and risk management titles. He is the founding editor of Investment Week magazine in

Usually designed to a high specification, fund group foyers often have on tasteful display the crystal fund awards the fund managers have collected over their years of operation. In addition to their sparkling aesthetic, these quiet sentinels stand as evidence of a fund group’s ability to add value to investors. Fund awards recognise consistent outperformance A considerable number of media organisations and data providers (including Lipper) host an annual fund awards event, and there are plenty of opportunities for a fund house to pick up these sought-after gongs. Categories and methodology behind the various awards differ, but past performance is

Recently, Investment Week hosted its Market Focus 2017: Fixed Income fund buyers’ conference in London, exclusively showcasing a selection of bond funds. I expected this event might be a hard sell, with the U.S. ten-year Treasury reaching its 1.37% nadir last July, a brave new inflationary world pervading our geopolitics, and a good deal of central bank distortion. Fund buyers appear calm Surprisingly, the event (which, reflecting interest in the asset class, was extremely well attended) was characterised by a sense of calm–both among the buyers and the sellers. There was no talk of bubbles or mass sell-offs, and every presentation submitted

We are thrilled and honored to announce that Lipper Alpha Insight won “Best Investment Research Blog” at Investment Week’s Investment Research Awards 2016. We have built a community on Lipper Alpha Insight, helping our readers generate ideas and refine investment strategies through articles, charts, podcasts and most recently, vlogs.  We also bring together key influencers in the fund market and investment spaces to keep you up to date through upcoming events and webinars from around the globe. Since launching in January 2016, we have published over 2400 articles, 500 charts, 120 reports and 60 events. Investment research is a key part of the

Jake Moeller examines recent discussions in the closet trackers debate.  It’s a tough time to be an active fund manager. Arguably it has been since the height of the global financial crisis when their fallibility was revealed in that traumatic event. Since then scrutiny by investors, regulators and financial media has been unrelenting and it has had a material impact on how active fund managers run their business. Reforms on the disclosures of fees are well documented, examination of inducements has affected how fund managers and gatekeepers interact and, the increasing prevalence of passive instruments and “robo” distribution has exerted