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10:45 - 11:15

Morning Coffee & Networking Break

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09:00 - 09:15 15 mins
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ESG in the Portfolio - Managing Risk, Finding Opportunity
Summit introduction: Managing risk, finding new opportunities - Best practice strategies from leading asset managers, fund buyers, asset owners and thoughtleaders of reference at the cutting edge of ESG
  • Best practice in integrating ESG into your portfolio for climate risk management
  • How to apply ESG to accurately identify  new investment opportunities
  • How select the asset managers illustrating genuine commitment to sustainability: how do they demonstrate this purpose alignment across the business?
  • New Metrics and transparency

Part of the FundForum How To Think About Sustainability Initiative. 

ESG is no longer just a nice-to-have vertical product line. Sustainability is a commitment, a philosophy that is proven at every process in the value chain.  For many leading asset owners, governments, stakeholders across Europe a commitment to sustainability and the rapid -transition to a low carbon economy is the number one mission.

FundForum is committed to enabling investment management to innovate and be a catalyst for addressing climate change. Throughout the 2019 flagship event there will be a number of specialist days and sessions addressing how to think about sustainability. From ESG implementation to green bonds, SDGs, the Circular Economy, new business models, impact investing and Gen Z and millennial values, sustainability is centre stage at Fund Forum International.

09:00 - 09:15 15 mins
Info
Digital Asset Professionalisation and Innovation Summit
Summit Introduction: Digital assets and the new asset intelligence: Gateway to transparency, inclusion and next generation growth. Hear from practitioners, thought-leaders and user-cases on new best practice as the sector matures

What is it?  What are your major competitors are preparing to launch? Best-practice rules, design and development for where the smart money is going in next generation institutional growth

Why and how the professionalisation of digital assets and broader digital finance agenda heralds a new growth era for asset management, as arge global players ready to launch their own blockchain innovations.

Part of the FundForum New Asset Intelligence Initiative with Global Digital Finance Association

Why attend?

Explore best practice rule-sets, partnering, eco-system design and development and digital infrastructure to support the development of new transparent and liquid asset classes. 

A summit for forward-looking asset /wealth managers and capital markets players looking to find and develop new avenues for high margin growth as crypto-assets mature and join mainstream financial services. The major players are now ready to unveil their strategic responses.

The FundForum Digital Asset Intelligence Initiative is a multi-channel, multi part programme exploring how innovators are building a digital asset intelligence which will shape the future of asset management. A new investment ecosystem which is AI + HI, transparent, liquid and delivers trusted, real life financial solutions to the end investor. It is driven by emergent innovators and leaders in AI, ML, Quantum, Crypto, Behavioural Finance and the most sophisticated institutions.




09:15 - 09:45 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Why ESG has become the boardrooms’ most pressing issue from asset manager to asset owner

What does this mean in the portfolio and across the business. ESG integration for equity investing.

09:15 - 09:45 30 mins
Digital Asset Professionalisation and Innovation Summit
Lessons learned from crypto boom and bust: How digital assets are maturing and professionalising to deliver a new trusted asset intelligence
09:45 - 10:15 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Unpack the boom of ESG launches

Understand the opportunities and threats to create a meaningful investment approach by receiving in-depth analysis of new ESG related launches vs non-ESG equity funds. What are these funds trying to achieve, what does it mean to different stakeholders and where are we in the evolution on ESG?

09:45 - 10:15 30 mins
Digital Asset Professionalisation and Innovation Summit
Quantifying the opportunity for asset management
10:15 - 10:45 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Busting the performance trade-off myth within sustainable investing

Responsible investment isn’t just the right thing to do it makes sound financial sense, but performance is different from impact. This session will address the obstacles to responsible investment by looking at cutting edge independent research linking performance of equities and ESG.

10:15 - 10:45 30 mins
Digital Asset Professionalisation and Innovation Summit
Removing the blockages to partnership – The New Code of Conduct GDF and regulators
10:45 - 11:15 30 mins
Morning Coffee & Networking Break
11:15 - 11:45 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
The 2°C portfolio: Aligning asset allocation with climate goals

Understand the impact of climate change on investors and how to reduce risk in the portfolio. The session will focus on best practice integration of ESG in the portfolio and wider business for both managing climate risk and pinpointing new investment opportunities.

11:15 - 11:45 30 mins
Digital Asset Professionalisation and Innovation Summit
How do asset managers work with digital - asset innovators to safely, ethically and legally design and develop important new products? Where are the pain points and how to resolve them?
11:45 - 12:15 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Selection and monitoring of external managers to put your strategy into play

How are asset managers being selected and illustrating genuine commitment to sustainability; how do managers demonstrate this purpose alignment across the business? Understand the importance of knowing how much of the fund has an ESG rating and the type of methodology being used and how we can we better align the investment horizons of asset owners and asset managers to mitigate risk and put the strategy of asset owners into play.

11:45 - 12:15 30 mins
Digital Asset Professionalisation and Innovation Summit
Lessons learned from the cryptocurrency boom and bust? Who are the leaders distributed ledger technology who have survived and thrived and where are they going now?
12:15 - 12:45 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
ESG in equities best practice showcase: How the best managers combine performance with purpose

3 top fund buyers quiz 3 asset managers on their ESG process

12:15 - 12:45 30 mins
Digital Asset Professionalisation and Innovation Summit
How to create a digital infrastructure to support the design and development of crypto assets?
12:45 - 14:00 75 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Lunchtime High Table Discussions PLUS Closed door Asset Management Leaders’ ESG Regulation Initiative (by invitation only)

Promoting European wide engagement for long-term value creation and a sustainable financial system

Creating a living, breathing framework to keep pace as ESG grows
The European commission’s proposals are a gamechanger for investors and will have a considerable impact on distribution. There are concerns that the creation of sustainability taxonomy may kill innovation. Investors and asset managers alike will need to consider sustainability risk and the effect on returns when disclosing ESG integration. We will explore which factors are influencing regulation and the opportunities it can provide.

Part 1 – Policy maker viewpoint

Part 2 – Regulator view point 

Part 3 - Asset Manager Leaders in discussion

12:45 - 14:00 75 mins
Digital Asset Professionalisation and Innovation Summit
Lunchtime High Table Partnership Discussions
14:00 - 14:30 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Comparing metrics - ESG, marketing, brand and data

We’ll discuss key points on the role of current data and AI solutions in analysis of ESG and Impact Investing through metrics, marketing, brand and data. This session will compare different investment metrics and look at overcoming issues of standardisation.

14:00 - 14:30 30 mins
Digital Asset Professionalisation and Innovation Summit
Inclusion User Case: From bitcoin futures to Blockchain Democratization: Inclusion with the goal of affecting change and using blockchain technology to democratize financial access in developing communities
14:30 - 15:00 30 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
Avoid greenwashing and connect materiality to the world we know

From SDGs to SASB how can you use multiple frameworks to bridge the gap between financial materiality and impact? Understand best practice approaches to determine material disclosure as an investor.

14:30 - 15:00 30 mins
Digital Asset Professionalisation and Innovation Summit
Impact Investing User Case: 1. Smart contracts and Infrastructure Investments delivering transparency, liquidity, democratisation to illiquid investments
15:00 - 15:30 30 mins
ESG in the Portfolio - Managing Risk, Finding Opportunity
ESG Fund Selection data case study 2: Data on commitment, purpose, performance
15:00 - 15:30 30 mins
Digital Asset Professionalisation and Innovation Summit
Tokenisation and Real Estate Investing User Case delivering transparency, liquidity, democratisation to illiquid investments Impact Investing for SDGs
15:30 - 16:00 30 mins
Coffee & Networking Break
16:00 - 17:00 60 mins
Info
ESG in the Portfolio - Managing Risk, Finding Opportunity
The best ESG funds showcase: Combining performance with purpose

Part 1 Panel: The ESG asset allocation challenge 

  • Where my asset allocation is today
  • Growth areas within ESG: Where I’m changing my asset allocation
  • How I see it changing my portfolio in the future

Part 2 roundtables: Which are the major growth areas within ESG beyond equities? 

  1. ESG in private equity
  2. ESG investing in emerging markets
  3. Unpacking ESG passive
  4. Cracking the code of ESG integration in fixed income
  5. ESG and infrastructure investment
16:00 - 17:00 60 mins
Info
Digital Asset Professionalisation and Innovation Summit
Asset manager user cases in digital assets: delivering transparency, liquidity, democratisation to illiquid investments contd
  • Smart contracts and Infrastructure Investments
  • Tokenisation and Real Estate
  • Internet of Things opportunities
  • Arrival of AI in Fixed Income trading heralds the awaited shift
  • New products enabled by AI
  • credit products, peer to peer and SME lending Fractals
17:00 - 18:00 60 mins
ESG in the Portfolio - Managing Risk, Finding Opportunity
ESG Awards Drinks Reception
17:00 - 18:00 60 mins
Digital Asset Professionalisation and Innovation Summit
Digital Asset Drinks & High Table Networking
18:00 - 20:00 120 mins
For Everyone
Early registration + FundForum International Welcome Drinks
18:00 - 18:15 15 mins
Info
Invitation Only - Leaders’ SubAdvisory Business Partnerships Summit
Introduction: Part of our exclusive Top-To-Top programme for CEOs. Developing best practice partnerships for discretionary sub-advisory investment solutions

Explore new opportunities for specialist asset managers and boutiques in a small group intensive environment with top level peers. 

In a highly interactive small group session where everyone will have a chance to have their say, meet leading asset owners and fund buyers designing sub-advisory mandates from US, France, Netherlands, Italy, UK, Switzerland.  

18:00 - 18:10 10 mins
Info
VIP Geo-Economic Disrupters War-Game Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
Introduction to Part 1: FundForum War Games Trilogy - Anticipate the playbook. Your interactive road-map to the Trump New World Order, helping you leap ahead of the geo-economic reset unfolding NOW

CEOs, CIOs, COOs of asset managers, wealth managers and asset owners, make sure you ride the rise of smart digital assets, dodge asset weaponization  and navigate secure datafication – or else, be roadkill on the Belt & Road.


18:10 - 18:20 10 mins
Info
VIP Geo-Economic Disrupters War-Game Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
The Scenario unfolds: Imagineering the digital asset future of everything. Trump ushered in the Great Reset with a geo-political wrecking ball of tariffs and tweets. As “globalism” fades, what will take its place? As credit and “free” (QE) money freezes, what is next? How will climate dislocations disrupt? When will Belt and Road replace the old system?

“A new wind is blowing, that of digitalization. In this new world, we meet anywhere, any time. The town square is back—virtually, on our smartphones. We exchange information, services, even emojis, instantly… peer to peer, person to person. We float through a world of information, where data is the “new gold”—despite growing concerns over privacy, and cyber-security. A world in which millennials are reinventing how our economy works, phone in hand. And this is key: money itself is changing..” 

Christine Lagarde, IMF Managing Director “Winds of Change” Speech Singapore Nov 2018


18:15 - 18:45 30 mins
Invitation Only - Leaders’ SubAdvisory Business Partnerships Summit
Part 1 - Discuss revenue share, capabilities, responsibilities, cost with granular pricing differences
18:20 - 19:30 70 mins
Info
VIP Geo-Economic Disrupters War-Game Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
So what should you do? Shaken, not stirred…five tables will war game the geo-economic future: CyberSecurity 2) Datafication 3) China Belt & Road 4) ClimateTech 5) New Structures and Alliances from Brexit, to Hanseatic League and China-UK bank mergers ….

Over three rounds led by your master war-gamer Brian Byrne, explore silent battles now unfolding in the realms of CyberSecurity (Hitachi v. CyberArk), Datafication (Palantir v. Alphabet v. ACC), Belt & Road (MidEast v. Europe v. USA) and ClimateTech (thought school of Warming v. Mini Ice-Age theory) .

Whoever can see or shape the outcomes will reap vast rewards like Dr. Blofeld in SPECTRE James Bond movie. Not only new asset classes (e.g.  crypto) but also smart-tech tools (e.g. self-managing assets, smart contracts). Outcomes will be driven by what is perceived TO BE the future: real or fake.  Asset Managers who thrive will master blockchain, quantum and AI…to discern which “future” might arrive and when.  How will you respond to the Chinese ACC Chain vision of digitizing/ securitizing every physical thing on the planet---from a single pomegranate in a grocery store to an hour spent in an Uber?

18:45 - 19:15 30 mins
Invitation Only - Leaders’ SubAdvisory Business Partnerships Summit
Part 2 – implications for knowledge sharing and IP in developing successful sub-advisory partnerships
19:15 - 19:45 30 mins
Invitation Only - Leaders’ SubAdvisory Business Partnerships Summit
Part 3. What can be outsourced so asset managers can concentrate on core expertise of adding value?
19:30 - 20:00 30 mins
Info
VIP Geo-Economic Disrupters War-Game Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
What's the outcome? setting the scene for the big questions being raised at FundForum 2019 - from these scenarios learn how you will have to unbundle and redesign the role of the Asset Manager to survive.

Time to unbundle and redesign the role of the Asset Manager: What portion will be AI and what portion will be human discernment? We see AMAZON and ANT FINANCIAL looming large, but who will be the next juggernaut in our A/M backyard (both product and advisory)?

19:45 - 20:00 15 mins
Invitation Only - Leaders’ SubAdvisory Business Partnerships Summit
Open Q&A