Robert de Guigné, Lombard Odier Investment Managers

Robert de Guigné Robert de Guigné is the Head of ESG Solutions at Lombard Odier Investment Managers. Robert joined the firm in 2007 and has over 30 years of experience. His previous roles include managing partner and co-founder of AQTIS, and various research and equities portfolio management roles at CPR Asset Management, AXA and State Street Global Advisors. Robert earned an MBA from ESC Reims – CEFA and holds an engineering diploma from Ecole spéciale de Mécanique et d’Electricité in Paris. He also has a diploma from the French Society of Financial Analysts and is a member of the Institute of French Actuaries.
09.35 - 10.15

Fintech solutions for AML

AML is a challenge for distributors of investment funds and fintech offers solutions to ensure compliance with applicable regulation, in particular client identification requirements.

  • What are the technologies that offer the most potential in this regard and how will they change the industry?
  • What are the existing obstacles to their implementation?

10.45 - 11.25

Distribution support: the plan and the reality

What improvements to the distribution processes are expected from recent regulatory and technological changes? How do they compare to the realities on the ground and how is the role of the asset manager evolving in this context?

  • MiFID II and PRIIPS: first stock-taking
  • Advice and/or robo-advice: is technology changing business models?
  • The digital evolution of fund distribution business

 


11.25 - 12.15

Does sustainability help you sell?

According to the EU Commission’s recent proposals, client’s sustainability preferences need to be taken into account when offering a product. Consequently, the matching product needs to be identified and available. How to go about this? Is a “green” or “social” product making things easier?

Panellists debate these (provocative) questions

  • Ana Harris

    Ana Harris Global Head of Equity Portfolio Strategists, Indexing State Street Global Advisors

  • Mathieu Maurier

    Mathieu Maurier Managing Director, Country Head Societe Generale Securities Services


14.30 - 15.30

Future products and the future of products

Technology, energy, bitcoins… the target investments of funds are more and more diversified. Asset managers are led towards funding not only the real economy, but also the needs of society as a whole. New generations of investors have new expectations.
But looking beyond asset classes, asset managers are reviewing other features of the products: the risk/reward balance, the active/passive management style, the pricing and fees, etc…
Altogether, how much innovation is going on … and required?