Institutional Business Roundtable 2020
Institutional Business - Investment Innovation Institute

Institutional Business Roundtable 2020

As part of [i3] Pivot, we are delighted to facilitate a business roundtable with our corporate partners, to share best practices in client engagement and servicing, as they support the asset owner community in the midst of the COVID-19 financial crisis.

To add colour to the discussion, contributors will include a diverse group of senior business and sales executives based in different cities, with responsibilities for distribution of a variety of investment solutions.

Discussion themes include:

  • Engaging and supporting investors during these difficult times
  • Client communication, especially in instances of bad performance
  • Implications arising from changes in investor asset allocation
    • Active vs passive
    • Illiquidity, regulatory and fee concerns
    • Mandates: Wins, losses and future opportunities
  • Managing and motivating sales teams in a work-from-home environment


Institutional Business - Investment Innovation Institute