|09.40 - 10.00||
Value assessments - a known unknown?
What are value assessments? Are value assessments coming to Luxembourg and why? What might be the implications and consequences?
|10.00 - 10.30||
Product innovation: new kids on the block
Product evolution with the investor in mind: what will “products of the future” look like? Why are they needed?
|11.05 - 11.50||
ESG: How to really add value for investors
A practitioner’s view, a practical case and a country’s vision for the future
|11.50 - 12.25||
"Dear CEO, ..."
An insight into the current thinking of CEOs in these transformative times.
|14.30 - 15.15||
Listen to the investor (part I): institutional investors
Perspectives from pension funds, insurers and private banking: what do various types of institutional investor need from the asset manager? How are those needs changing? Can Luxembourg be the domicile of choice for the PEPP?
|15.45 - 16.30||
Listen to the investor (part II): retail investors
Does the asset manager really serve the retail investor, or is it merely a provider of raw materials for the evolving advice and distribution channels? We adopt three personae: the millennial, the middle-aged household head, and the retiree, and seek solutions for their needs and outcomes from three channels: the asset manager, a retail bank, and a new platform proposition. Which one offers the best solution for our personae?
|16.30 - 17.10||
Investor education: let's get serious
Saving and investment explained, simplified and demystified: two approaches to encouraging the many people without savings/investment plans to get started.