Global Distribution Conference

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?

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

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

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?