Registration, Arrival Tea & Coffee
Introduction
Investors make common mistakes, especially in long market cycles, when trend is mistaken for market truth. We examine what investors today accept as truth and the cognitive biases that contribute to those views, concluding with opportunities that exist for savvy investors willing to take the other side of the bet.
Where do new ideas emanate from, and how do fund managers determine the right time to launch a new thematic product?
Morning Tea
Advisers with high net worth clients are looking for edgier products. How are researchers ensuring they are on top of them all?
Looking at ways to maximise fixed income opportunities in a portfolio.
Looking at the role of unlisted assets and the role of alternatives in dynamic asset allocation. There is pressure to invest more in illiquids – what should the allocation be?
Lunch
How important are valuations to advisers and their clients, and how do researchers navigate funds that operate with markedly different valuation models?
A range of products have been launched in the retirement space, from annuities to allocated pensions and other variations – how can researchers help advisers and their clients navigate the nuances between them and help them structure their retirement using one or more of these products?
Justine Marquet
Afternoon Tea
There are pros and cons for SMAs being created in-house versus being brought into advice businesses from external managers. We look at the advantages of each for advice businesses and also for their clients.
The research industry has challenges in recruitment and retention, pricing models can seem conflicted and there is the ongoing conflicted model with SMAs. The regulator has up to now kept its focus off research but that may change. Can research continue to operate the same models in the same way into the future?
