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With the sector maturing, established and new providers are being challenged to come up with new and differentiated offerings with many rising to the challenge. As a result, developments such as the role of income funds and DGFs weighted with a larger than average emerging market bias, are providing a unique flavor to an industry in danger of becoming vanilla.

The fifth annual Diversified Growth & Multi-Asset Funds report brings together chief investment officers of pension plans, insurers and foundations, pension plan officers of defined contribution plans, plus representatives of private wealth managers and private banks to discuss the exact evolutionary path the diversified growth and multi-asset funds industry will take.

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SECTION 1

KEEPING UP WITH THE TIMES

1.1 WHITE PAPER:
Multi asset investment today: should the focus be on relative growth or relative monetary policy?

  • Matthew Merritt, Head of Multi Asset Strategy Group, Insight Investments

1.2 CASE STUDY:
In greater depth: China, the Fed, and multi asset strategies

  • Matthew Merritt, Head of Multi Asset Strategy Group, Insight Investments

1.3 INTERVIEW:
Evolving your DGF allocations in light of current market conditions and changing investment priorities

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Iain Millar, Head Of Treasury Services, Barnet Council

1.4 WHITE PAPER:
The coming test for multi asset manager

  • Percival Stanion, Head of Multi Asset International, Pictet Asset Management
  • Andrew Cole, Senior Investment Manager, Multi Asset team
  • Shaniel Ramjee, Investment Manager Multi Asset team, Pictet Asset Management

1.5 DUAL INTERVIEW:
How are diversified growth and multi asset fund providers keeping up with market needs

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Colin Graham, ‎Chief Investment Officer, Head of Active Asset Allocation, BNP Paribas Investment Partners
  • Gina Wilton, ‎Investment Specialist, Multi Asset Solutions, BNP Paribas Investment Partners

SECTION 2

DIVERSIFIED GROWTH WITHIN DC

2.1 ROUNDTABLE:
Improving the application of diversified growth funds in the defined contribution offering

Moderator:

  • Invited: Financial Journalist

Panellists:

  • Richard Butcher, Managing Director, Pitman Trustees

SECTION 3

MEASURING RISK AND EXPOSURES

3.1 INTERVIEW:
Utilising DGFs to ensure different return streams, when combined with other traditional asset class investments

  • Georgina Taylor, Product Director, Multi Asset, Invesco Perpetual

SECTION 4

CAN ILLIQUID ASSETS FIT INTO DIVERSIFIED GROWTH FUNDS?

4.1 ROUNDTABLE:
To what extent can illiquid assets be incorporated into a diversified growth fund?

Moderator:

  • Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panellists:

  • Roger Mattingly, Director, PAN Group Trustees
  • Nigel Jones, Director, 2020 Trustees

SECTION 5

ENHANCING DIVERSIFIED GROWTH AND MULTI ASSET FUND STRATEGIES

5.1 ROUNDTABLE:
Linking smart beta with diversified growth and multi asset fund strategies

Moderator:

  • Pádraig Floyd, Independent journalist

Panellists:

  • Terence Moll, Head of Asset Allocation, Coutts
  • Mads Gosvig, Chief Investment Officer, NOW: Pensions
  • Neil Morgan, Senior Pension Trustee, Capita Pension Trustees

5.2 WHITE PAPER:
The dynamic nature of risk analysis: a multi asset perspective

  • Georgina Taylor, Product Director, Multi Asset, Invesco Perpetual

5.3 INTERVIEW:
Diversifying your DGF thinking: the dangers of predisposing that the future is based on the past

Interviewer:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

  • Tristan Hanson, Head of Asset Allocation, Ashburton Investment

Gina Wilton

Investment Specialist, Multi Asset Solutions / BNP Paribas Investment Partners

Matthew Merritt

Head of Multi-Asset Strategy Team, Insight Investments

Georgina Taylor

Product Director / Multi Asset Invesco Perpetual

Colin Graham

Chief Investment Officer of Multi-Asset Solutions, Head of TAA / BNP Paribas Investment Partners

Insight Investment is a leading global asset manager delivering solutions to meet our clients’ needs. Founded in 2002, Insight’s partnership approach has delivered both investment performance and impressive growth in assets under management. Insight manages £383.2bn across liability-driven investment, active fixed income, multi-asset, absolute return, liquidity solutions, real asset, currency risk management and specialist equity strategies.
* As at 30 June 2015. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Reflects the AUM of the Insight Group (Insight), which includes Insight Investment Management (Global) Limited, Pareto Investment Management Limited, Insight Investment Funds Management Limited, Cutwater Investor Services
Corporation and Cutwater Asset Management Corporation (Cutwater Asset Management). Cutwater Asset Management is owned by BNY Mellon and operated by Insight.
Pictet Asset Management is the division responsible for asset management for institutional investors and investment funds. With over 730 employees, including 280 investment professionals, we operate from 17 centres worldwide.
We offer a full range of active and quantitative investment solutions including equity, fixed income and alternative strategies for leading institutions globally.
Arbitrage Search is a boutique search firm specialising in Front Office recruitment for Economists, Strategists, Traders and Portfolio Managers. We apply both retained and contingent processes to recruitment and business intelligence.
At Invesco Perpetual, we believe the future of long­term investing lies firmly in active management. Recognised for delivering diversified investment strategies, Invesco
Perpetual benefits from the skills and resources within Invesco Ltd.’s global business. We are committed to developing ideas from around the world and tailoring them appropriately for the benefit of our clients locally.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.
Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.

Bloomberg Brief provides financial professionals a competitive advantage in a world changing faster than ever before. Briefs gives hedge fund professionals, economists, oil traders and others actionable ideas and insights into diverse regions, industries facing disruptions and markets large and small
Ai Capital is the principal investment arm of Africa investor (Ai), which also advises global institutional investors, sovereign wealth funds, pension funds, African governments, development finance institutions and project promoters on infrastructure investments in Africa.