Sascha is chairman of the openfunds association (www.openfunds.org) which standardize the definitions of fund related fields to ensure an efficient and qualitative standard for the fund industry. Sascha has been Head of Platform Design & Strategy for UBS Fondcenter since January 2012 and is responsible for the strategic expansion and alignment of Fondcenter ensuring also all regulatory and market specific needs are integrated. Sascha also joined the board of management of Fondcenter. Prior to joining UBS Asset Management, Sascha held various positions at Credit Suisse including Head of Mutual Funds Execution, Project Lead for various projects and Head of Fund Provider Relations for "Fund Lab".
|09.40 - 10.00||
News from Asia and the US
A discussion with the conference partners, NICSA and HKIFA, on the recent developments in their respective fund industries
|10.00 - 10.30||
Distribution trends: aviation as a reference industry
Lessons to learn from air travel industry – fundamental changes in distribution channels, direct distribution, generational shift, innovative pricing etc.
GDS, AEA and IATA are acronyms that the fund industry might not be too familiar with, however they belong to an industry that also underwent profound changes over the past decade. Changes in the global distribution systems impacted not only travelers and intermediaries, but most of all the airlines directly. Prestigious brands disappeared and made room for low cost airlines, airline mergers and alliances. Are there lessons to be learned by the fund industry?
|11.00 - 11.40||
Data: distribution intel - data is big, intelligence will be augmented
An examination of how data contributes to distribution. If investment decisions are based on data, for sure distribution decisions must be. In fact, as data itself is becoming an asset class, is the asset manager becoming a data manager?
|11.40 - 12.20||
Integration of sustainability factors in fund distribution rules
In the context of the EU Action plan on Sustainable Finance, the integration of sustainability risks and factors in MiFID II is envisaged via the introduction of mandatory assessments of client ESG preferences. How to match these subsequently with the right financial products? AIFMD and UCITS regulations will see similar developments. In practice, how will this affect distributors?
|14.30 - 15.00||
Talk to millennials, not about them – thoughts about money and financial planning, the need for a fund shopping app etc. – what is it the young clients want?
|16.00 - 16.40||
Distributors take centre stage
Do investors feel they get value for money? What sells and what doesn’t? Regulation, pricing, digitalisation, investor education… what really influences fund sales?
|16.40 - 17.10||
Everything you always wanted to know about distribution (but were afraid to ask)
Ad-hoc session: expertise upon request