Kate Webber, Calastone

Kate Webber Kate joined Calastone in 2014 and is responsible for the global product set of the organisation.  Kate and her team manage both Calastone’s existing product and future product set from idea inception through development and the creation of sales collateral.  Kate is also responsible for many of our industry relationships particularly across the UK and Europe. Kate has over 25 years of experience in Asset Servicing roles, including asset manager, management consultancy and Transfer Agency firms before joining Calastone.  Kate enjoys working on solutions to reduce the frictional cost of trading which is so important to the end customer and the future of the industry. Kate also set up Women in Asset Servicing in late 2018.  The network has taken off significantly and will do three separate events in 2019 as well as enabling connections, individual coaching hours and speaking slots and media.
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