Case studies: Licensees, investment committees and the shifting sands of adviser portfolios

Amid greater regulatory scrutiny and commercial opportunity set, some licensees and advice firms are taking on greater ownership of approved product lists, managed accounts and investment management, changing the dynamics of strategic partnership with asset consultants and research houses. This session showcases current thinking among a diverse range of leading advice firms and licensees, examining the investment governance and client experience implications of management decisions and examining tensions that may arise between product innovation, professional service and research independence.