Ana Harris, State Street Global Advisors

Ana Harris Ana is the Global Head of Portfolio Strategy for our Equity Indexing strategies and a member of the Senior Leadership Team. Ana leads an experienced team dedicated to developing compelling and differentiated positioning for our index and smart beta equity investment strategies. The team members are subject matter experts, working with clients to share the firm's latest research and investment insights to help inform their portfolio decisions. Ana is a CFA charter holder and a graduate of the School of Economics and Management (Technical University of Lisbon).
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?