1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst, Associate C-Suite Director, VP, Head ManagingDirector, EVP, SVP Senior Analyst,Manager, AVP Who should attend: Firms: Asset Managers, Hedge Funds, Pension Funds, Banks, Regulatory Bodies, Mutual Funds, State Investment Funds, and Insurance Companies Titles: COOs, CCOs, CTOs, Heads, Managing Directors, SVPs, VPs, Managers, Analysts Specialties: Performance Measurement, Fixed Income Attribution, GIPS, Risk Management, Investment Operations, Portfolio Management, Data Management, Data Governance, Regulatory, Technology FTF always provides content rich conferences, with leading industry experts, with great networking. The conference administration and amenities are always flawless. Performance Measurement Attendee EU Regulations Cloud Computing Pushes the Buy vs. Build Debate Active Management Under Fire Performance Measurement Careers GIPS Standards Client Reporting Sourcing Benchmark Data Fixed Income And more!
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Conference Advisory Board
9:00am 9:15am AGENDA Thursday, September 15, 2016 Breakfast and Check-in start at 8:15am Chairperson s Welcome & Opening Remarks Geoff Hecht, CIPM, Partner, Ashland Partners Active Management Under Fire Active management retains the human touch in the oversight of a fund's portfolio as it requires portfolio managers to use research, forecasts, and their own judgment to make investment decisions. Firms charge more for this approach compared to the low-cost index funds that represent the passive management approach. The European Securities and Markets Authority (ESMA) got involved because some firms have been charging active management prices for passively managed portfolios. The practice is known as closet indexing. ESMA has created a set of metrics that will be applied to a fund s performance to see if a firm is engaging in closet indexing. What are the new demands made upon PM teams? What are the liabilities for PM teams if irregularities are found? What can PM teams to stop closet indexing? Are active managers charging too much via fees based on the delivery of active returns? Moderator: Joe Kavanagh, BSC (MGMT), CFA, Head of Performance Measurement and Risk Analysis, Kleinwort Benson Investors Julien Cuisinier, Head of Investment Analytics, Henderson Global Investors Ian Barnett, Global Head of Portfolio Analytics & Design, HSBC Global Asset Management 10:05am 10:40am Keynote Presentation Networking Break with Exhibitors 11:10am Fixed Income Attribution Options There are several different models of fixed income attribution for firms to choose from. This session will give an overview of the major models available and the advantages and disadvantages of each and how to choose a method that best matches the investment process. How should attribution align to your investment process? What are the most important aspects to your firm? Is it a one size fits all approach across strategy, or are there changes needed for specific strategies. Panelists: Grégoire Hug, Research and Development Analyst Performance and Risk Measurement, BNP Paribas Jeroen Verleun, CAIA, Senior Fixed Income Performance Analyst, Aviva Investors Christine Johnson, Head of Fixed Income, Old Mutual Global Investors Does Optimal PM Cost Too Much? Optimal performance measurement can come with a hefty price tag. Getting the right benchmark data could bust the budget, given the costs of market data delivery and cleansing and licensing. Software systems and IT management issues will also push costs upward. Panel members in this session will consider how best to source benchmark data, select the right software systems, and build or outsource the IT infrastructure. What IT systems will cause firms to automate? How do firms keep control over data costs? How do you select the right software system for your firm? When do firms turn to outsourcing? Fireside Chat: Anthony Howland, Director, Freedom Index Company Neil Mackay, Global Head of Performance Measurement & Client Reporting, Standard Life Investments
12:00pm Lunch 1:00pm Cloud Computing Pushes the Buy vs. Build Debate Cloud computing has come to performance measurement and it is reviving the buy vs. build debate. Performance measurement providers have been pushing cloud versions of their offerings. While there are many IT management benefits, there is pushback among those that would prefer that their equity managers call them directly rather than log into a cloud. How much of an impact is the cloud having? What is the process for deciding between buy vs. build? How does the cloud change the role of the performance measurement team? Panelists: Marc Rubenfeld, CIPM, Head of Eagle Solutions, Eagle Investment Systems Staying Ahead of Client Demands Client reporting is ever-changing as investors want more transparency and more options for updates, including digital channels and multiple types of reports. Client relationship teams also need analytical tools and strong internal support. In addition, client-facing staff at all levels must be well versed in fixed income, equities, derivatives, alternatives, sustainable investments and advanced asset allocation. Firms also need staff members and systems that help them collect and validate data on investment mandates, funds and benchmarks. Staff must also meet tight deadlines for producing monthly valuation and benchmark analyses. What are some best practices for quality control? How does a firm discover new investment services or improve existing offerings to clients? Is client service different for a full-service advisory approach than for a self-directed service model? What are some of the most desirable qualifications for client reporting staff? How important are digital channels for client reporting? Panelists: Abdul Khan, Managing Director, BNY Mellon Neil Mackay, Global Head of Performance Measurement & Client Reporting, Standard Life Investments James Neill, Director Performance, Risk Analytics and Compliance Reporting, Citi 1:50pm Passing Time 1:55pm IS GIPS Important to you? It has become a de facto requirement in many RFPs that Asset Managers need to state that they are GIPS Compliant and have undergone a GIPS verification. With investors needs in mind, PM teams and the firms they work for have to consider supporting the Global Investment Performance Standards (GIPS). Many firms need more information before they become GIPS compliant and the latest changes for such compliance. In addition, investors need to come up to speed on GIPS compliance and the benefits. How important is GIPS compliance to a firm attracting clients? How viable is a Performance Examination if you already have been GIPS verified? What does a consulting firm look for when pitching a money manager to a client? Where is Europe in comparison to the U.S. as far as claiming GIPS compliance? How is GIPS compliance impacting the competition between European and North American firms, as well as those cross-border global selling? Panelists: Geoff Hecht, CIPM, Partner, Ashland Partners Joe Kavanagh, BSC (MGMT), CFA, Head of Performance Measurement and Risk Analysis, Kleinwort Benson Investors Daniel Weber, Head of Performance, Pictet Asset Management 2:40pm Networking Break with Exhibitors
3:10 pm 3:55pm 4:00pm Raising the Stakes for Performance Measurement Regulators, investors and firms themselves are raising the standards for performance measurement. Not only do PM teams need to focus on results, they have to deliver data with insight, and have to take a proactive role in fixing problems with data quality, gathering and distribution. As such, the scope of PM teams overlaps with aspects of risk management, particularly operational risk. Staff members at firms now have the chance to consider new career paths. Ultimately, firms are finding benefits when risk and PM teams work more closely together. How should firms respond to CFA or CIPM credentials? What are the advantages/disadvantages of each? What are the benefits of either professional exams or relying on training by doing? Should PM team members be specialists or generalists? How much should PM teams know about risk management? How does risk management inform performance measurement? How do these disciplines impact the decisions for portfolio hedging and diversification? Moderator: Joe Kavanagh, BSC (MGMT), CFA, Head of Performance Measurement and Risk Analysis, Kleinwort Benson Investors Julien Cuisinier, Head of Investment Analytics, Henderson Global Investors Passing Time Practitioner Think Tank This is a closed door session to sponsors and vendors where practitioners can participate in interactive discussions with their peers in an open, yet private environment. Practitioners are provided the opportunity to engage in collaborative discussions about any firm or industry challenges they might be experiencing, what solutions, if any, there are in mitigating these issues and any concerning topics that might have come up throughout the day. It s a chance to be open and honest and provide help if possible. If you don t wish to participate in the discussions, just come and listen and learn. But, what happens in this room, stays in this room. Moderator: James Neill, Director Performance, Risk Analytics and Compliance Reporting, Citi 4:30pm Chairperson s Closing Remarks Geoff Hecht, CIPM, Partner, Ashland Partners
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