Hans Stegeman, Triodos Investment Management

Hans Stegeman Hans Stegeman is Head of Investment Strategy and Research. At Triodos Investment Management, he is responsible for the macro strategy and heads the of analysts for the SRI funds. He joined Triodos Investment Management in 2017 and prior to that, has acquired over twenty years of experience as an economist, working on different fields of macroeconomics, long-term forecasting and scenarios, strategy and circular business models. Before joining Triodos, he worked at Rabobank as chief economist. CPB (the Netherlands Bureau for Economic Policy Analysis) and labour union ABVAKABO. Hans Stegeman studied Economics at Maastricht University and works on a Phd in Circular Economy.
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

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?

  • Kate Webber

    Kate Webber Managing Director, Head of Product Development Calastone

  • Hans Stegeman

    Hans Stegeman Head of Research and Investment Strategy Triodos Investment Management