Jeffrey Schumacher, Morningstar

Jeffrey Schumacher Jeffrey Schumacher, CFA, is an Associate Director on Morningstar’s EMEA manager research team and is based in Amsterdam. Prior to joining Morningstar in 2011, Jeffrey was a relation-ship manager for independent financial advisers at SNS Securities and previously an equity analyst for Theodoor Gilissen Bankiers. Jeffrey holds a master’s degree in finance from VU Amsterdam. He also holds the Chartered Financial Analyst® designation.

Agenda

09.30-10.20

Sustainability – an Asset Manager’s duty?

Once the decision is made to embark on the sustainability path, internal procedures need to be put in place to ensure proper implementation of the commitment. Policy, risk management, investment decisions, reporting… all elements of the Asset Manager’s value chain are impacted.

CEOs of leading Asset Management groups share their experience of the process


11.10-12.00

The rise of the ESG, SRI, Impact & Climate Finance: what it means for business and for our planet

Which methodology? What rationale? Which approach?

 


12.05-12.40

Morningstar European Fund Manager of the Year Awards 2018

Morningstar hosts their Pan-European Fund Manager of the Year awards in Luxembourg. These awards are based on the qualitative insights of Morningstar’s Europe-based manager research analysts. There are winners in four categories: European Equities, Global Equities, Fixed Income, and a new category, Multi Asset and Alternatives.


15.45-16.10

Interview with the Regulator: the latest regulatory hot topics for the fund industry


16.10-16.55

Fintech – Facts, Fiction and the Future

A reality check on all things Fintech in the AM production cycle.