Investment leaders will explore “solutions” investing, including:
• How solutions investing is defined
• The roles of the adviser, the asset manager, and technology in a solutions framework and in product development
• How to demonstrate that your solution is delivering value
• What solutions investing is likely to mean worldwide
Scott Burns, Moderator
Head of Asset Management Client Solutions, Morningstar
Group Managing Director and the Head of Advice and Solutions, UBS Wealth Management Americas
Senior Portfolio Manager, Global Multi-Asset Group, J.P. Morgan Asset Management
Director and Portfolio Manager, Global Multi-Asset Team, Allianz Global Investors
In the March 13, 2015, edition of Focus on Funds, General Membership Meeting (GMM) Chair George Gatch discusses key takeaways that the upcoming meeting will offer and previews some of the most notable corporate and industry leaders slated to speak.
In the April 10, 2015, edition of Focus on Funds, ICI General Membership Meeting (GMM) Chair George Gatch, CEO, Global Funds Management, JP Morgan Asset Management, outlines what attendees can expect to learn from PepsiCo Chairman and CEO Indira Nooyi and SEC Chair Mary Jo White.
The May 22, 2015, edition of Focus on Funds includes insights from PepsiCo Chairman and CEO Indra Nooyi on effective ways to reach consumers, as well as key takeaways from a panel of fund industry experts on how best to reach investors from the Millennial Generation.