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Monday Morning Memo: U.S. ETF Industry Review, February 2025 February 2025 was another month with strong inflows for the U.S. ETF industry. These inflows occurred in a volatile market environment in which ... Find Out More
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Video: ETF Facts for Traditional Managers–Refinitiv ETF Academy 2019

What ETF facts do traditional fund managers need to know about the ETF market? On July 3, 2019, Refinitiv hosted the inaugural Refintiv ETF Academy at Canary Wharf. In this video, Nik Bienkowski, co-CEO and co-founder of HANetf, took to the stage to present on “ETFs in Europe – Launching, Competing and Winning – What Traditional Managers Need to Know.” Bienkowski highlighted that creating an ETF offering is high priority for most asset managers, but he also made clear that it is easier said than done. He also examined why asset managers can’t afford to miss the opportunity that ETFs
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AmericasAsiaETFsEuropeFund IndustryFund InsightLipper Alpha ForumLipper at RefinitivMarket & Industry InsightRegionThought LeadershipVideoWebcast
Oct 15, 2019
posted by Detlef Glow

Video: ESG & the Fund Value Chain–Lipper Fund Selector Forum 2019

On July 3, 2019, Refinitiv hosted the fifth Annual Lipper Fund Selector Forum at Canary Wharf. The final panel of the morning was “ESG and the Fund Distribution Value Chain.” The panel considered the influence of ESG throughout the mutual fund value chain from product manufacturer, gatekeeper, and fund distributor. It outlined how ESG criteria are able to add value for end investors without compromising potential returns. The panelists were: Mona Shah, Director – Investment Strategy & Research, Stonehage Fleming Chris Welsford – Managing Director, Ayres Punchard Investment Management Craig Bonthron – Equities Investment Manager, Kames Capital In this video of the session,
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ESGEuropeFund IndustryFund InsightLipperLipper Alpha ForumLipper at RefinitivMarket & Industry InsightRegion
Sep 9, 2019
posted by Jake Moeller

Video: Future Directions for Fund Selection–Lipper Fund Selector Forum 2019

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
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EuropeFund FlowsFund IndustryFund InsightFund Selector ChatLipperLipper Alpha ForumLipper at RefinitivLipper for Investment ManagementLipper from RefinitivMacro InsightRegion
Aug 20, 2019
posted by Jake Moeller

Event Review: The Refinitiv European Lipper Fund Selector Forum 2019

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
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EuropeLipper Alpha ForumLipper at RefinitivLipper from RefinitivRegionThought Leadership
Jul 15, 2019
posted by Jake Moeller
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