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39th After-Work Lecture: Future State of the Investment Profession

Vorlesung

Referent

Paul Smith, CFA

Termin

08.11.2017 17:30 - 19:00

Inhalt

The future of the investment industry is important for the functioning of the global economy, for the approximately 2 million workers it employs, and for the clients and end investors that depend on it to manage around $100 trillion in assets.
The presentation is based on a report, which includes findings from a survey of 1,145 industry leaders, addresses the issues that keep investment management executives up at night. Relevant megatrends include technological advances, redefined client preferences, new macroeconomic conditions, different regulatory regimes reflecting geopolitical changes, and demographic shifts.
It suggests ways that the possible future states of the investment industry could be influenced so that the actual future state provides the best possible outcomes, by fulfilling client objectives, serving end investors, and contributing to societal wealth and well-being.

“PURSUING BETTER OUTCOMES —
FOR THE END INVESTOR, THE INDUSTRY, AND SOCIETY”

Zielgruppe

Professionals from Corporations, Banks, Asset and Investment Management Companies, Insurance Companies, Financial Advisory Services, Tax Administration, Lawyers, Trustees, Fund Managers and Financial Auditors. Graduate and undergraduate students with interest in investments and finance.

Information

Dr. Lars Kaiser

Anmeldeschluss

06.11.2017

 

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