Dame Helena Morrissey DBE, Legal & General Investment Management

Dame Helena Morrissey DBE Helena is well known in the City, particularly for her work on gender equality. She was CEO of Newton Investment Management for fifteen years and has recently joined Legal and General Investment Management, leading a new drive to engage the nation to invest more.  In 2010, Helena founded the 30% Club, a business-led campaign to improve gender balance in the boardroom. The proportion of female directors on UK listed company boards has since more than doubled and there are now ten 30% Clubs throughout the world. Helena chairs the Diversity Project, a cross-business initiative aimed at improving diversity across all dimensions within the UK investment and savings profession. Helena is an Ambassador for the Eve Appeal, a charity funding innovative research into gynaecological cancers and a member of the Institute of Public Policy Research’s Commission on Economic Justice. She has been named one of Fortune magazine’s World’s 50 Greatest Leaders and the Financial Times’ 2017 ‘Person of the Year’ at the paper’s Boldness in Business annual awards. She was appointed a Dame in the Queen’s 2017 Birthday Honours list. Helena is a Philosophy graduate. She is married to a Buddhist priest and they have nine children. Her first book ‘A Good Time to be a Girl, Don’t Lean In, Change the System’ was published by William Collins in February 2018.

Agenda

ALFI Plenary session 3 May
9.25-10.10

Panel discussion - View from the C-Suite

The asset management industry is experiencing a set of unprecedented structural shifts.
These include; a shift in responsibility for long-term savings from state to employer to employee, the value for money of active management being questioned by stakeholders, significant fee compression, an increasing customer propensity to buy products through digital channels, the use of analytics and artificial intelligence to make better investment decisions and increasing expectation that institutional shareholders should exercise greater stewardship over investment decisions.

How should the asset management industry respond?

Three senior Asset Management executives together with the Chairperson of ALFI provide insights into the future of the Asset Management industry

  • Joanna Munro

    Joanna Munro Global Head of Fiduciary Governance HSBC Global Asset Management

  • Denise Voss

    Denise Voss Chairman Association of the Luxembourg Fund Industry (ALFI)

10.10-10.40

Part I - Crypto currencies and their relevance to Asset Management
11.30-11.55

Part III - A checkpoint on reality in assessing whether investor protection lines of defence can keep pace and be more effectively enabled through technology

Transformational technology; what does it mean for control functions
12.05 - 12.35

The evolving role and profile of the Regulator

As Asset Management evolves, embraces new technology and shifts its own paradigms, how is the role of Regulator adapting to these changes? We will hear from experts representing both the CSSF and the FCA, specialising in preparing the regulator for such change and adapting to regulate the Asset Manager of tomorrow