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Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

Insurance

Introduction

Daniel Houston

The Principal Financial Group – President and Chief Operating Officer

Mitsugi Sumiya

Axa Life Insurance Company – Director, Executive Officer and Chief Financial Officer

Seiji Inagaki

The Dai-Ichi Life Insurance Company Ltd – Executive Officer, General Management, Corporate Planning Department

Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

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

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

Over the past 2 years we’ve surveyed more than 3,000 senior executives on the future for the investment industry. We’ve shared these insights through our research. Now, we’re taking the discussion online.

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

Insurance

Introduction

Demographic and social changes are challenging the existing business model for insurers. To stay ahead, they are diversifying geographically, adding new products and harnessing the power of digital platforms to reach new customers.

Daniel Houston

President and Chief Operating Officer, The Principal Financial Group

Insurers need to reinforce their relevance to consumers at a time when financial literacy is low and new concerns such as cybersecurity come to the fore, says Daniel Houston.

James Clatworthy

Finance Operations Director, Insurance Division, Lloyds Banking Group

Reconciling existing data sources and making better use of new insight is key to enhancing decision-making and pricing for customers, says James Clatworthy.

Mitsugi Sumiya

Director, Executive Officer and Chief Financial Officer, Axa Life Insurance Company

Through automated and predictive underwriting, insurers can respond quickly to the needs of customers and find opportunity in the challenges ahead, says Mitsugi Sumiya.

Seiji Inagaki

Executive Officer, General Management, Corporate Planning Department, The Dai-Ichi Life Insurance Company Ltd

Demographic shifts are changing the insurance industry, as baby boomers retire and the younger generation takes a more hands-on approach to selecting policies, says Seiji Inagaki.

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

Treasurer, Hong Kong Exchanges & Clearing Limited

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

Andrew Power

Partner, Strategy Consulting, Deloitte

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

Partner, PwC

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Peter Borgdorff

Chair of the Board, Pensioenfonds Zorg en Welzijn

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

Mark Fawcett

CIO, NEST

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

Executive Director, Illinois State Board of Investment

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

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

CEO, Threadneedle Investments

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

CIO, Sunsuper

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

Brett Jollie

Managing Director, Aberdeen Asset Management Australia

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

Hendrik du Toit

CEO, Investec

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

Jim McCaughan

CEO, Principal Global Investors

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

CEO, NGS Super

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

Tindaro Siragusano

Head of Asset Management, Berenberg

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

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

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

Partner, Strategy Group, Transactions & Restructuring, KPMG

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

CFO, MFS Investment Management

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

Chairman & CEO, Babson Capital Management LLC

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

Partner, Risk Assurance, PwC

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

CEO, Australia, Principal Global Investors, Australia

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

Greg Ehret

EVP and Global Chief Operating Officer, State Street Global Advisors

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?

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.

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