The future of funds management

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[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.
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