Tim Walton, Morningstar

Tim Walton Tim Walton is a Data Director at Morningstar. In his current role he is responsible for building out Morningstar’s fund data content and methodologies in the EMEA region and has over 20 years’ experience in the fund information industry. He sits on the Investment Association Sector Committee, the TISA ESG committee and is a member of the FinDatEx working group for both the European MiFID Template (EMT) and the proposed European ESG Template (EET). Tim holds a degree in law, from Sheffield Hallam university, the Legal practice course and the Investment management course.
08.55

Keynote interview

Growth of the Luxembourg financial centre, investments in people, skills, technological innovation – the role of Luxembourg post Brexit


09.15

Diversity, Scale and Agility – The response from asset servicers

People, skills, outsourcing, operating models, technology, shift from traditional to alternatives – handling increased size, diversification and sophistication


09.55

Embracing change – Governance that unpacks complexity

Third party Management Companies and AIFMs

Adapting to manage diverse needs – as many managers move towards being asset class agnostic, what are the pressures being placed on ManCos/AIFMS and how is the industry responding


10.30

Practical impacts of Brexit on fund distribution

Latest trends in UK/EU cross-border distribution; To what extent may UK-based marketing teams remain involved in EU marketing?; Impact on Lux management companies/AIFMs; How difficult will it be for Lux funds to access the UK market?


11.15

From regulation to practice: an update on SFDR and the EU Taxonomy regulations.

Masterclass facilitated by Morningstar:

In March 2018, the European Commission published a 10-point action plan to leverage financial markets in order to address sustainability challenges, especially those related to climate change. This action plan represents a huge shift in how financial markets are regulated – from emphasising investor protection to using investors’ money for a more sustainable future for generations to come.

How are fund managers going to make it transparent for investors?

During this masterclass, Morningstar and Sustainalytics will give an overview of the latest developments related to SFDR and EU taxonomy regulations, and how they have prepared their data at the fund and company level to make sustainability transparent.

Before the actual presentation by the Morningstar and Sustainalytics specialists, Hermen Molendijk will interview Olivier Goemans, Head of Investment Services & Innovation at BIL on the upcoming ESG regulation.

  • Olivier Goemans

    Olivier Goemans Head of Investment Services and Innovation Banque Internationale à Luxembourg

  • Andrea van Dijk

    Andrea van Dijk Executive director, Commercial strategy EU Action Plan Sustainalytics