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June 5, 2018

Lipper Fund Selector Forum 2018

by Jake Moeller

Where experts and influencers gather.

The fund selection landscape is growing, dynamic and increasingly, high profile component of the European financial services industry. Our third annual Lipper European Fund Selector Forum offers a unique opportunity to gather with colleagues to examine current and evolving trends, evaluate critical industry touch points and consider the potential impact of the macro environment for portfolio management.

This event has been accredited with 3 hours of CPD by the CISI.

Event information:


4 July 2018


8.30am-1:00pm BST


Thomson Reuters Building, 30 South Colonnade, London, E14 5EP


8:30 – 9:00am
Registration and networking: 9:00 – 9:30am
Presentation: Fund Flows and Product Trends in Europe & UK
There have been considerable events for investors to digest over the last year. Examining investors’ product and asset class preference reveal how they are dealing with a complex and fluid market.Presented by: Detlef Glow – Head of Lipper EMEA Research, Thomson Reuters and Jake Moeller – Head of Lipper UK & Ireland Research, Thomson Reuters9:30 – 10:15am
Fund Selection and the Due-Diligence Imperative
Fund selectors have been gaining increasing prominence as their roles become recognized more as an integral part of the broader financial services industry. At the same time, proposed regulatory reforms place their roles under the spotlight for this value chain. This panel will discuss their selection process, what makes a good fund investment, and how they maintain their standards of due diligence in a complex and changing funds market.Panelists:
Victoria Hasler – Head of Research, Square Mile Investment Consulting
Tony Yousefian, Fund Analyst, Fund Calibre
Lucy Walker CFA, Head of Third Party Funds, Sarasin & Partners
Moderator: Jake Moeller – Head of Lipper UK and Ireland Research, Thomson Reuters10:15 – 10:35am
Coffee break10:35 – 11:20am
Funds, Portfolio Construction and the Macro Environment
Selecting funds is the foundation of multi-asset portfolio construction. This panel discusses the roles funds play in a portfolio; the challenges posed by the current macro environment, and examines the panellists current positioning and opportunities in the current market.Panelists:
David Coombs, Head of Multi-Asset Investments – Rathbones
Peter Fitzgerald CFA, Head of Multi-Assets, Aviva Investors
Justin Onuekwusi, Fund Manager, Legal and General Investment Management
Moderator: Jake Moeller – Head of Lipper UK and Ireland Research, Thomson Reuters11:20 – 12:05pm
Diversity in the Funds Management Industry
As the importance of workplace diversity becomes increasingly prominent, the funds management industry has been indicted as one of a number of industries suffering from a lack of diversity in its work force. This panel will consider the nature of this problem and its impacts, examine potential solutions and consider the benefits to the industry of broader diversity.

Bev Shah, Founder and CEO of City Hive
Lawrence Gosling, Journalist
Maike Currie, Investment Director, Fidelity
Moderator: Jake Moeller – Head of Lipper UK and Ireland Research, Thomson Reuters

12:05 – 12:10pm
Event Close

12:10 – 1:00pm

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