13.00-13.15 – Introduction and Welcome
By AIMSE Europe Chairman, Roger Price-Haworth – Head of Institutional, UK & Ireland at Pictet Asset Management and Conference Chairman, Dan Melley – Global Head of Consultant Relations at Winton Global Investment Management
13.15-14.15 – What to expect for 2016 – which diamonds are a trustees best friend?
In this session we will present the findings from our annual Diamonds & Duds survey to see which asset classes the investment management industry believes will be the major winners and losers over the next 12 months. We shall also take a deeper dive to assess and present the findings from one to one interviews from a broad cross-section of Global, UK and Continental European investment consultants with regards to their key themes for 2016, what is topping the agenda at trustees meetings and how this could impact asset flows as a result. In addition Aon Hewitt will outline the key issues affecting a broad range of pension funds based on their own Global Pensions Risk Survey and provide an overview of what they are advising clients on such as areas to avoid and areas to consider.
14.15-15.00 – DGFs 10 years on…
It’s around 10 years since the concept of Diversified Growth Funds came to prominence. Much has changed over the past decade in terms of strategy design and client preferences. This session will explore the evolving multi-asset universe and what the next 10 years could have in store for managers and advisors.
15.00-15.45 – Alternative ways of thinking…
Find out how asset owners and their advisors are thinking about allocations to “alternatives”, and what they actually mean by “alternatives”. Are asset owners willing to accept illiquidity in the hope of better returns? Are hedge funds being used as a return-enhancer or a risk-mitigator? How have these asset classes performed and what are the expectations looking forward? Are some hedge funds DGFs in disguise – or vice versa? Which types of asset owners are increasing/decreasing allocations to alternatives and why? Find out answers to these questions and more in this panel discussion
15.45-16.15 – Tea and Coffee Break
16.15-17.00 – A Wealth of Opportunity…
The high net worth and private client market segment continues to expand and offer asset managers scope for growth in the UK and beyond. There are some clear parallels from these retail markets – in products and services provided for clients – that institutional investment professionals in our industry can consider.
Bev Sharp will discuss and expose the themes and behaviours across Mercer’s Wealth Management investor base globally. How do Mercer’s clients located in different regions invest their assets, and how distinct is the manager research process for these investors? Bev will also offer an insight into the future shape of growth anticipated from this market.
Richard Romer-Lee will comment on trends in the retail market in response to the changes in the legislative, regulatory and competitive environment. He will speak on developments (the ‘institutionalisation’) of the market, the rise of Centralised Investment Propositions (CIPs), the increased focus on investor outcomes, and future needs of each segment (wholesale, advisers, wealth).
17.00-17.45 – What to expect beyond 2016…
Who will be the asset management winners of the future? Is there room for different types of organisations to succeed? Are tomorrow’s winners not even in the market today? This session will take a look at the future of our industry and potential changes brought about by new competitors and disruptive technologies.
17.45-18.15 – Tea and Coffee Break
18.15 – 19.15 – Hot tabling in the Lancaster Room
19.15 – Networking Drinks Reception in The River Room
21.00 – Conference Concludes.Register for this Event