The future of funds management

[vc_empty_space height=”10px”]
[vc_media_type_category]Given the extreme volatility in markets, the changing global economic risks and policy responses, what is the future of the funds management industry?[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Jenny%20Johnson%22%2C%22job_role%22%3A%22Chief%20executive%2C%20Franklin%20Templeton%20(United%20States)%22%2C%22content%22%3A%22Jenny%20Johnson%20is%20president%20and%20chief%20executive%20officer%20of%20Franklin%20Resources%2C%20Inc.%20As%20president%20and%20CEO%2C%20she%20is%20responsible%20for%20the%20operation%20of%20all%20aspects%20of%20the%20business%2C%20and%20she%20will%20set%20long-range%20strategic%20objectives%20and%20drive%20corporate%20priorities.%5CnPreviously%2C%20Johnson%20held%20the%20role%20of%20chief%20operating%20officer%3B%20overseeing%20the%20majority%20of%20investment%20management%20and%20all%20related%20investment%20management%20support%20services.%20She%20was%20also%20responsible%20for%20Franklin%20Templeton’s%20global%20retail%20and%20institutional%20distribution%20efforts%2C%20including%20product%20development.%20In%20addition%2C%20she%20oversaw%20client%20service%2C%20fund%20administration%2C%20global%20technology%2C%20and%20the%20company’s%20high%20net%20worth%20business%2C%20Fiduciary%20Trust%20Company%20International.%20She%20remains%20a%20member%20of%20Franklin%20Resources’%20executive%20committee%2C%20a%20small%20group%20of%20the%20company’s%20top%20leaders%20responsible%20for%20shaping%20the%20firm’s%20overall%20strategy.%20She%20joined%20the%20company%20in%201988.%5CnIn%202014%2C%20Johnson%20was%20one%20of%2010%20executives%20named%20to%20Money%20Management%20Executive’s%20inaugural%20list%20of%20Top%20Women%20in%20Asset%20Management%20and%20was%20chosen%20by%20her%20peers%20as%20one%20of%20Ignites.com’s%20Most%20Influential%20Women%20in%20Fund%20Management.%20Johnson%20received%20the%202012%20Robert%20L.%20Gould%20Award%20presented%20by%20global%20investment%20management%20association%20NICSA%2C%20recognising%20outstanding%20achievement%20in%20helping%20the%20mutual%20fund%20industry%20better%20serve%20investors%20through%20customer%20service%2C%20thought%20leadership%20and%20technology.%20In%202010%20and%202011%2C%20she%20was%20recognised%20by%20the%20San%20Francisco%20Business%20Times%20as%20one%20of%20the%20Most%20Influential%20Women%20in%20Bay%20Area%20business.%5CnJohnson%20earned%20her%20B.A.%20in%20Economics%20from%20the%20University%20of%20California%20at%20Davis.%20She%20is%20a%20board%20member%20of%20Riva%20Financial%20Systems.%20She%20is%20also%20a%20trustee%20at%20Crystal%20Springs%20Uplands%20School%2C%20and%20a%20board%20member%20of%20the%20Lucile%20Packard%20Children’s%20Hospital.%5Cn%22%2C%22image%22%3A%2231932%22%2C%22linkedin%22%3A%22%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Colin%20Tate%22%2C%22job_role%22%3A%22%20Chief%20executive%2C%20Conexus%20Financial%20(Australia)%22%2C%22content%22%3A%22Colin%20Tate%20has%20been%20an%20investment%20industry%20media%20publisher%20and%20conference%20producer%20since%201996.%20In%20his%20media%20career%2C%20Tate%20has%20launched%20and%20overseen%20dozens%20of%20print%20and%20electronic%20publications.%20He%20is%20the%20chief%20executive%20and%20major%20shareholder%20of%20Conexus%20Financial%2C%20which%20was%20formed%20in%202005%2C%20and%20is%20headquartered%20in%20Sydney%2C%20Australia.%20The%20company%20stages%20more%20than%2020%20conferences%20and%20events%20each%20year%20%E2%80%93%20in%20London%2C%20New%20York%2C%20San%20Francisco%2C%20Los%20Angeles%2C%20Amsterdam%2C%20Beijing%2C%20Sydney%20and%20Melbourne%20%E2%80%93%20and%20publishes%20five%20media%20brands%2C%20including%20the%20global%20website%20and%20strategy%20newsletter%20for%20global%20institutional%20investors%20conexust1f.flywheelstaging.com.%20One%20of%20the%20company%E2%80%99s%20signature%20events%20is%20the%20bi-annual%20Fiduciary%20Investors%20Symposium.%20Conexus%20Financial%E2%80%99s%20events%20aim%20to%20place%20the%20responsibilities%20of%20investors%20in%20wider%20societal%2C%20and%20political%20contexts%2C%20as%20well%20as%20promote%20the%20long-term%20stability%20of%20markets%20and%20sustainable%20retirement%20incomes.%20Tate%20served%20for%20seven%20years%20on%20the%20board%20of%20Australia%E2%80%99s%20most%20high%20profile%20homeless%20charity%2C%20The%20Wayside%20Chapel%3B%20and%20he%20has%20underwritten%20the%20welfare%20of%2060%2C000%20people%20in%2028%20villages%20throughout%20Uganda%20via%20The%20Hunger%20Project.%22%2C%22image%22%3A%2231893%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcolin-tate-839a5a181%2F%22%7D%5D” title=”Moderator” el_class=””][vc_empty_space height=”10px”]

Key takeaways

  • Market dislocations are a playground for active managers.
  • There will be an increased focus on the social aspect of ESG.
  • We had no sleepless nights post the acquisition of Legg Mason because we have a long-term view and the reason we acquired the business remain true today.
  • Equality is not only good for society, it’s good for business.
  • Fostering an environment that celebrates diversity through truly listening to different perspectives and experiences is critical. Only 2.9 per cent of VC funds go to female entrepreneurs.
  • Breadth and depth of data analysis capability will be critical in the future.
  • Governments can only do so much. What we do, every day, really matters. Let’s focus on doing it right.
[vc_dfp_ad ad_embed_id=”/30578185/T1F/LEADERBOARD” display=”both” css_float=”none” bottom_margin=”1″]

Sponsored Content

Leave a Comment

Florida: Opportunities in a crisis

Florida: Opportunities in a crisis

The Florida State Board of Administration has made some strategic moves to take advantage of opportunities in the dislocation, including in private equity, distressed debt and active listed equities.. But CIO, Ash Williams, is concerned about the underlying real economy.

Sort content by

What is the virus world order?

Professor Stephen Kotkin stops to consider the rollercoaster ride in politics, leadership and policy making that we have seen globally over the past few months. Who will win? What does the future look like? And how will the global economy restructure for survival?

One giant leap for Europe?

The Franco-German proposal for a COVID-19 recovery fund is not quite the “Hamiltonian moment” that some have claimed. But, by reshaping the debate on risk mutualization and the benefits of transfers, it could set the stage for one.

Regulatory implications for banking

This note provides the IMF and the World Bank staff’s high-level recommendations and guidance on the appropriate regulatory and supervisory responses for the banking sector and offers an overview of measures taken across jurisdictions to date.

COVID-19 pushes millions into poverty

COVID-19 is taking its toll on the world, causing deaths, illnesses and economic despair. But how is the deadly virus impacting global poverty? The World Bank argues that it is pushing about 40-60 million people into extreme poverty, with its best estimate being 49 million.

COVID-19 pushes millions into poverty

COVID-19 is taking its toll on the world, causing deaths, illnesses and economic despair. But how is the deadly virus impacting global poverty? The World Bank argues that it is pushing about 40-60 million people into extreme poverty, with its best estimate being 49 million.

COVID-19 and the role of sustainability

This conversation with Joel Pohin, director of the portfolio management division, Caisse des Depots looks at how the fund is positioning the portfolio during this time of uncertainty and the role of sustainability in the short and long term.

Previous