This session gives researchers the tools to understand client demand and match these with solutions, a process that can involve navigating contradictions in labelling at both the portfolio and individual company level.
The continued focus on fees has resulted in more efficient models and portfolios populated with low cost smart beta. Where can costs continue to come down and at what point does the consideration of fees become too prominent?
This debate explores the risks to client portfolios and the strategies to manage uncertainty over price levels.
The ruthlessness with which investors now need to assess forward risk and return outlooks for all asset classes could mean a move away from conventional SAA to a more flexible approach which may exclude some assets of sub-asset classes in part or completely. What makes the cut and which assets are dispensable in this new world?
Key decision makers in advice, funds research and investment product design discuss the challenges and solutions ahead for the research industry to navigate conflicted business models in the creation and dissemination of high quality, timely and independent insights that help advisers satisfy their obligations under FASEA’s Code of Ethics and to clients.
The foremost ethics and professional standards expert in the country lay out on the table what it means to be ethical in this quickfire Q&A.