Fund Selector Hub

Expert content from key discretionary fund managers with in-depth interviews, panel discussions, and deep dives into some of the industry’s most popular funds - allowing us to shine a light on their role, exploring asset allocation and market views. Sponsored by: First Sentier Investors, XTrackers by DWS, PGIM Investments, Stewart Investors, WisdomTree, and FSSA Investment Managers.

Expert content from key discretionary fund managers with in-depth interviews, panel discussions, and deep dives into some of the industry’s most popular funds - allowing us to shine a light on their role, exploring asset allocation and market views. Sponsored by: First Sentier Investors, XTrackers by DWS, PGIM Investments, Stewart Investors, WisdomTree, and FSSA Investment Managers.

Sign in to your account

Don't have an account? Register here
Sign in

Navigating Investment Boutiques, Fund Performance, and Consumer Interests

|

Learning: Unstructured

Join us for a discussion surrounding the issue of ensuring investment funds prioritise client interests over those of asset managers or owners. Our panel of experts share insights on navigating this delicate balance and upholding accountability within the industry. 

Speakers: 

  • Bev Shah, CEO at City Hive, Consumer Duty Champion, Independent Non-Exec at The Big Exchange and Chair of the regulated board
  • Andrew Summers, CIO at Omnis 
  • Mona Christensen, Head of Client Outcomes at Hargreaves Lansdown 

Learning outcomes:

  1. The strengths and weaknesses of investment boutiques 
  2. How to work out if your fund management firm is serious about correcting underperformance 
  3. Judging whether an investment firm more driven by shareholder interests than consumer outcomes

Tags

People

Asset Classes

Companies

City Hive
Hargreaves Lansdown
Omnis