In line with [i3]’s vision of facilitating dialogues between asset owners (fiduciary investors) and asset managers, this roundtable aims to help asset managers take stock of the changing investment environment and implications for clients’ strategy and organisational development.
At this year’s roundtable, we focus on the changing nature of the relationship between asset manager, asset consultant and investor.
The Changing Face of the Consultancy Model
In recent years, a number of issues and trends have started to influence the nature of that relationship, with implications for the investment consulting model.
The internalisation of fund organisations has been a major factor. Technology disruption (on many dimensions) have added to that too.
The entry of new players – bfinance, global accountancy firms and niche research houses – have certainly provided some competition to the incumbents.
No doubt, the FCA competition probe on asset consultants in the UK will be keenly observed and followed too.
In this roundtable, we will hear from incumbents, disruptors and external observers into the asset consultancy sector about what may lie in store for that sector.
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