August 20, 2019

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

by Jake Moeller.

Recorded on: August 20, 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 they are go about building robust fund approved lists and portfolios for their clients.

The panelists were:

Running order

Run Time Topic
01:15 What are some of the key  considerations for your fund lists given your particular business model?
04:42 What makes a good mutual fund?
07:32 What makes a poor mutual fund? What are some of the alarm bells that might concern you?
12:10 How do you effectivly cover such a large fund universe to determine a short list?
17:00 How do you consider funds which don’t have a long track-record?
22:00 Liquidity risks: Are fund selectors directing too much money into the same “blockbuster funds”?
28:50 Active and Passive: How do you consider passive funds and ETFs?
33:30 Are some asset classes more difficult to research than others? How do you assess thematic funds?
39:27 Audience question: How do you assess ESG funds?
41:30 Audience question: How important is diversification with respect to fund holding and geographic location?


About Victoria Hasler

Victoria Hasler, Square Mile.

Victoria Hasler, Square Mile.

Victoria became Head of Research in December 2014 after joining Square Mile as Senior Investment Research Analyst. She is a member of its Executive Management Team which provides input into the strategic direction of the business.

Victoria heads up the research team, in addition to focusing on fixed income fund research. Before joining Square Mile Victoria worked for Brewin Dolphin as a fund analyst specialising in fixed income investments.

Prior to this Victoria was a Fixed Income Investment Manager at Rothschild Private Bank and a Fixed Income Analyst at Merrill Lynch. Victoria holds a BA (Hons) in Economics with French from the University of Durham, the Investment Management Certificate and in addition is a CFA and CAIA charterholder.

About Richard Philbin

Richard Philbin, Wellian Investment Solutions.

Richard Philbin, Wellian Investment Solutions.

With over a 20 year career including CIO of Architas and Head of Multi Manager at F&C, Richard is now Chief Investment Officer of Wellian Investment Solutions and Harwood Wealth Group plc which successfully listed on AIM in 2016.

The company manages advisory and discretionary models as well as unitised fund of fund portfolios under the Discovery brand.

He has developed many unique screening tools to assist with fund selection, asset allocation and portfolio construction and the adopted approach to portfolio construction is both innovative and successful.

Richard has a degree in Financial Services.


About Bish Limbu

Bish Limbu, Octopus Investments.

Bish Limbu is a founding member of the multi-asset, multi-structure, multi-manager team at Octopus Investments, which manages around £1.25bn for private clients and charities.

Bish began his investment career in 1994 and was previously with Bestinvest Brokers and Barclays Wealth.

He graduated from Trinity College, Oxford (Engineering & Computing Science) and is a CFA charterholder.




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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. Past performance is no indicator of future performance.

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