09:10 Keynote Presentation: Economist Predictions How the Macro Landscape Will Impact the Buy-Side

Transcription

1 MORNING KEYNOTE For the opening keynote, you will be in the company of all TSAM London attendees. This includes all participants from Technology & Operational Strategy, Client Reporting & Communications Forum, Marketing & Sales Communications Forum, Regulations & Compliance, Data Management and Performance Measurement & Investment Risk. 09:00 TSAM London 2018 Welcome Address 09:10 Keynote Presentation: Economist Predictions How the Macro Landscape Will Impact the Buy-Side 09:40 Keynote Panel: Gender Equality & Diversity in Asset Management Nuala Walsh, Chief Marketing Officer, Standard Life Aberdeen Alison Jefferis, Head of Corporate Affairs, Columbia Threadneedle Investments Siobhan Doyle, Head of Investment Technology, Schroders 10:15 Morning Networking & Refreshments Spend this time networking with your counterparts, meeting the exhibitors, taking part in one-to-one meetings. All of the keynote speakers will stick around for the break, giving you the opportunity to meet them in person and continue discussions. CLIENT REPORTING & COMMUNICATIONS FORUM The six individual conferences commence after the morning networking break. This enables you to dive into Client Reporting & Communications for the rest of the day; alternatively, you have the opportunity to move between conferences to create your own, personalised programme. Session timings align across all the six programmes to make room transitions easy. 11:00 Chair s Welcome Address 11:10 Opening Presentation: Client Servicing Using Robotics & Self Service Data Blending Content to be confirmed Ralph Ruijters, Head of Investment Reporting, NN Investment Partners 11:40 5 minute break to move between conferences

2 11:45 Panel Discussion: Transforming the Client Reporting & Communications function into a Profit Generator Context: Where exactly does client reporting & communications sit within an asset management business? Traditionally a backoffice function, it has become increasingly engaged within front and middle office processes, and the operational & financial rewards are becoming apparent. Insights: Excellence in reporting to and communicating with clients undoubtedly benefits the business through client satisfaction. It is no longer just an administrative burden, and the key lies in translating those benefits into tangible, real profit figures. Takeaways: Proving the worth of your function is vital when it comes to building and winning those crucial internal business cases; so take away tips in how to prove the profit from this panel discussion, and ways that you should translate this to internal stakeholders and board members. 12:20 5 minute break to move between conferences 12:25 Product Demonstration 12:35 5 minute break to move between conferences 12:40 Presentation: How to Meet Client Requirements for Speed & Excellence Context: Clients want information immediately, and they want it of high quality those can be very difficult, if not impossible, demands to meet. Insights: This challenge becomes more complex when you consider that different clients have different demands one investor s definition of an excellent report or service will most likely differ from the next. Finding the balance between automation and customisation is integral to meeting these varying requirements, and the development of digital solutions will also assist. Takeaways: Discover how you can deliver (almost..!) real time service and reports to your clients without conceding quality. Alain Mandy, Executive Vice President, PIMCO 13:05 Networking Lunch Spend this time at lunch meeting the exhibitors, taking part in one-to-one meetings and discussing the opening sessions with your peers.

3 14:15 Panel Discussion: The Push-Pull Relationship between Manager & Client Context: The relationship between asset manager and client stretches out beyond the client communication and reporting teams, including the front office, sales teams, marketing teams. The dynamic of the relationship has also changed in recent times with the investors increasingly looking to be involved in the investment process. Insights: Therefore, the client reporting & communications functions have become much more than just a one-dimensional, push function i.e. where they are simply sending data to the client. It is very much a push-pull relationship now, with interaction going both ways between parties. Takeaways: See how you can understand your client better by making the most of this change in relationship dynamic, particularly through any feedback; and also get your organisation to understand this and see the client communications function as more than just one dimensional. Charlie Wilson, Head of UK Institutional Services, Fidelity International Julia Roording, Head of Client Management, Europe Client Group, Investec Asset Management 14:50 5 minute break to move between conferences 14:55 Product Demonstration 15:05 5 minute break to move between conferences 15:10 Fireside Chat: Data Flows & Woes Client Reporting Under MiFID II Context: MiFID II comes into effect on January 3rd, Come March, practitioners will be more than two months into delivering client reports under the directive. Insights: Transaction & cost reporting, as well as the disclosing of fees and charges, are set to provide the most significant upheaval for client reporting under MiFID II. The content of reports, marketing materials and any communication with clients is under scrutiny and must be MiFID II compliant. Takeaways: Learn how your peers have coped with the reporting challenges so far under the wide-reaching directive, and take away tips to streamline and improve processes for the future. Mary-Patricia Hall, Head of Client Reporting, Insight Investment Paul Byrne, Independent Consultant 15:30 5 minute break to move between conferences

4 15:35 Interactive Brainstorming Groups Attendees will be brought together to discuss news, views and recent trends after the brainstorming groups, attendees will feedback the thoughts of their group to the rest of the conference participants Topic 1: Staying on Top of Regulatory Compliance in Client Reporting Topic 2: Best Practice for ESG & RI Reporting Topic 3: Bringing Client Reporting & Communications on Board in Your Organisation s Digital Transformation Project Topic 4: Chair s Choice 15:55 Summary Panel Discussion - Interactive Brainstorming Groups 16:10 Networking and Refreshment Break Spend this time meeting the exhibitors, taking part in one-to-one meetings and discussing the sessions with your peers. 16:40 Panel: Interactive Client Deep-Dive Context: A staple of the client reporting & communications forum at TSAM is hearing from the clients in an interactive & engaging discussion. What better way to hear feedback from those that you re servicing? Insights: It is vital to understand what your clients are thinking, and the opportunity for face-to-face interaction can be limited. This session will provide real insight into the frustrations investors often encounter, whether it be through the reports they receive or other services. Takeaways: This is definitely a session where you should have your notepad at the ready make note of where your team can improve in delivering a better client service and understanding the client s pain points, which will help contribute to retaining business. Moderator: Andy Agathangelou, Founder & Chair, The Transparency Task Force 17:10 5 minute break to move to the closing plenary session 17:15 Presentation: Understanding the Psychology & Emotion behind the Customer Context: In a world of increasingly automated processes where technology is infiltrating our every action, it can be easy to forget that the reports and services you are producing are sent to a human consumer. Insights: Humans, unlike computers or robots, can be illogical, irrational, and react in different ways to how you might expect. Rather than ignore this, it is important to understand what can influence your customer s decisions, actions, and reactions. Takeaways: This presentation may well influence how you view your client as not just a faceless end-receiver of your reports and services. Safeguard against any complacency or pitfalls you might fall into if you assume that you know how your clients will act.

5 17:35 Networking Party After the day s presentations have come to an end, continue your conversations and networking the night away with your peers.