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Over the past 18 months we’ve surveyed more than 2,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

THE WAY AHEAD

Asset Managers

Introduction

Amrit Kanwal

MFS Investment Management - CFO

Brett Jollie

Aberdeen Asset Management Australia - Managing Director

Campbell Fleming

Threadneedle Investments - CEO

Gianluca La Calce

Fideuram Asset Management - CEO & GM of Fideuram Investimenti SGR & Managing Director of Fideuram Asset Management Ireland

Grant Forster

Principal Global Investors - CEO, Australia

Greg Ehret

State Street Global Advisors - EVP & Global Chief Operating Officer

Hendrik du Toit

Investec - CEO

Jim McCaughan

Principal Global Investors - CEO

Matthias Biedenkapp & Karl Finkel

Lupus Alpha Asset Management

Michael Fuss

Deutsche Asset & Wealth Management - Co-Head of Asset Management Germany

Tindaro Siragusano

Berenberg - Head of Asset Management

Tom Finke

Babson Capital Management LLC - Chairman & CEO

Asset Owners

Introduction

Anthony Rodwell-Ball

NGS Super - CEO

David Hartley

Sunsuper - CIO

George Wong

Hong Kong Exchanges & Clearing Limited - Treasurer

Mark Fawcett

NEST - CIO

Peter Borgdorff

Pensioenfonds Zorg en Welzijn - Chair of the Board

William Atwood

Illinois State Board of Investment - Executive Director

Andrew Power

Deloitte - Partner, Strategy Consulting

Ian Smith

KPMG - Partner, Strategy Group, Transactions & Restructuring

Simon Perry

PwC - Partner, Risk Assurance

Asset Managers

Introduction

The world has changed radically for asset managers. Evolving investor needs, changing regulation and heightened competitive pressures are having a major impact. What’s the model for success in this new environment?

Asset Owners

Introduction

Asset owners are focused on driving yield in a more complex investment environment. Meanwhile, innovation in the retirement space promises new types of savings and income products. How is the industry balancing these priorities?

George Wong

Hong Kong Exchanges & Clearing Limited

Treasurer

Asset owners need to ask whether they have the internal infrastructure to cope with new investments and changing regulation, says George Wong.

Andrew Power

Deloitte

Partner, Strategy Consulting

Retail investors are becoming more important as pensions grow. Andrew Power highlights the importance of getting into the mindset of the ever more important retail investor.

Rob Mellor

PwC

Partner

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Peter Borgdorff

Pensioenfonds Zorg en Welzijn

Chair of the Board

Change and innovation in the pension system will create both challenges and opportunities, says Peter Borgdorff.

Mark Fawcett

NEST

CIO

Mark Fawcett says a key area of innovation for DC pension schemes is to offer products that give members a smooth transition into retirement.

William Atwood

Illinois State Board of Investment

Executive Director

William Atwood examines the challenge of finding the right mix of investments to drive returns in a world of risk and volatility.

Gianluca La Calce

Fideuram Asset Management

CEO & GM of Fideuram Investimenti SGR & Managing Director of Fideuram Asset Management Ireland

With more opportunities for retail investors to construct their own portfolios, Gianluca La Calce highlights the importance of education and advisory.

Campbell Fleming

Threadneedle Investments

CEO

Performance alone is not enough. Campbell Fleming talks about the importance of putting the client demonstrably at the heart of everything you do.

David Hartley

Sunsuper

CIO

David Hartley talks about a “purpose-driven” approach to helping people plan for their retirement needs.

Brett Jollie

Aberdeen Asset Management Australia

Managing Director

With the emergence of fewer, larger Superannuation funds, Brett Jollie examines the implications for asset managers.

Hendrik du Toit

Investec

CEO

The asset management industry needs to stay focused on communicating with investors and understanding their needs, says Hendrik du Toit.

Jim McCaughan

Principal Global Investors

CEO

The rise in passive investing is driving active managers to find inefficient areas of the market where they can add value, says Jim McCaughan.

Anthony Rodwell-Ball

NGS Super

CEO

Anthony Rodwell-Ball explores the need to combine a successful long-term investment position with the best short-term result for members.

Tindaro Siragusano

Berenberg

Head of Asset Management

Given the challenge of low interest rates, Tindaro Siragusano predicts growth in two areas – low-cost beta/smart beta and specialised investment strategies.

Michael Fuss

Deutsche Asset & Wealth Management

Co-Head of Asset Management Germany

How do full-service asset managers respond to the emergence of investment boutiques with a focus on certain strategies? The right product focus is essential, says Michael Fuss.

Ian Smith

KPMG

Partner, Strategy Group, Transactions & Restructuring

For asset managers, the clients of the future will be very different from the clients of today, says Ian Smith. The industry needs to focus on being relevant to younger generations.

Amrit Kanwal

MFS Investment Management

CFO

As regulation puts added pressure on management time, asset managers need to focus on activities that are “mission critical” for them – and find partners to do the rest, says Amrit Kanwal.

Tom Finke

Babson Capital Management LLC

Chairman & CEO

In an environment of risks and opportunities, Tom Finke talks about how his firm aligns its core competencies to deliver a global product that goes across strategies.

Simon Perry

PwC

Partner, Risk Assurance

Simon Perry looks ahead to a vision of asset management in 2020. As a new generation of investors emerges, trusted technology companies may enter the asset management space.

Grant Forster

Principal Global Investors, Australia

CEO, Australia

As more risk shifts to individuals, Grant Forster sees opportunities in providing the tools and products to help them manage it.

Greg Ehret

State Street Global Advisors

EVP and Global Chief Operating Officer

Product provider or solutions provider? That’s one of the key decisions for asset managers. The other question is: Where do you want to compete?

Matthias Biedenkapp

Lupus Alpha Asset Management

Managing Partner, Internal Services

Karl Fickel

Lupus Alpha Asset Management

Managing Partner, Portfolio Management

Matthias Biedenkapp and Karl Fickel explore the opportunities and challenges for boutique asset managers.

Related Research

Our research reports explore the game-changing trends that are reshaping the industry. Featuring surveys and interviews with the world’s largest investors. Read more below and register to receive future reports.

The opinions expressed are those of the individual speakers and do not reflect State Street’s views. This video is for informational purposes only, it does not take into account any investor’s particular investment objectives, strategies or tax and legal status, nor does it purport to be comprehensive or intended to replace the exercise of an investor’s own careful independent review regarding any corresponding investment decision. This video and the information herein does not constitute investment, legal, or tax advice and is not a solicitation to buy or sell securities or intended to constitute any binding contractual arrangement or commitment to provide securities services. This video contains certain statements that may be deemed forward-looking statements, which are based on certain assumptions and analyses made in light of experience and perception of historical trends, current conditions, expected future developments and other factors believed appropriate in the circumstances. The information provided herein has been obtained from sources believed to be reliable at the time of publication, nonetheless, we cannot guarantee nor do we make any representation or warranty as to its accuracy and you should not place any reliance on said information. State Street hereby disclaims all liability, whether arising in contract, tort or otherwise, for any losses, liabilities, damages, expenses or costs arising, either direct or consequential, from or in connection with the use of this document and/or the information herein.