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Our annual global Connect Forum was held on Wednesday 1 and Thursday 2 December 2021 and we were delighted to be joined by so many industry-leading speakers from across the world.
The major themes discussed included: the future of ESG investments, investor behaviours and attitudes, the future of funds administration, how can we move from short-termism to more long-term thinking – investing into ‘deep-futures, what is going to take for fund firms to be future ready and many more.
All of the sessions are now available to view on demand. To access any of the sessions from the list below, please click on the button and fill out the short form on the page.
Mark Baker, Research Director at 5i Research, examines Calastone’s global fund flow data and assesses how investors across the world have reacted to today’s tumultuous economic climate. He will identify the key trends across all asset classes and consider their impact on the global funds industry.
Research Director, 5i Research
Our panel of market experts take a deep dive into the latest fund flow trends from across the Calastone network.
They will assess the market impact of the pandemic over the past two years and take a close look at global investor sentiment on equity, fixed income, mixed assets and real estate funds. They will also consider the impact of the pandemic on different equity sectors.
Head of Global Markets, Calastone
Research Director, 5i Research
Global Head of Product, Janus Henderson
Head of Product, Solutions and Quant, Schroders
Following Calastone’s global survey of investor behaviour across six developed markets; we provide a detailed view of the prospects, pitfalls and digital changes facing the funds industry, and how these will shape fund firms as they seek to deliver positive digital experiences and investment outcomes in 2022 and beyond.
Product Manager, Calastone
Summary of Calastone’s changing product landscape during 2021. Here we update you on the progress made with Calastone DMI Fund Services and how Calastone’s componentised approach is enabling us to meet each clients’ precise needs. We explain how we have reimagined the fund settlement process by enabling users to use any bank of their choosing to settle and complete payments in any currency. There is also a deep dive into Calastone Liquidity Insights, part of the new Business Insights.
Head of Product, Calastone
As the industry moves to address a greater spectrum of investors with a diverse set of preferences and needs, how well does the current mutual funds investment model serve investors and investment managers and what practical changes should firms be asking for?
Adam Belding, Calastone CTO, explores the history of mutual funds as the current standard for collective investment, looks at what a model would look like if it were reimagined from scratch with today’s technology, and talks about Calastone’s plans to make this model a reality.
Chief Technology Officer, Calastone
Leading firms will explain how fund admin is evolving to meet the challenges faced in today’s dynamic funds market and how they are digitalising, using existing and new technologies, to deliver superior levels of service and investor value.
Informed by a recent survey conducted jointly by Calastone and Global Custodian, this panel discussion will explore issues that are top of mind for fund administrators and their clients and identify the most promising areas of opportunity in both traditional and innovative fund administration services.
Special Projects Editor, Global Custodian
Chief Technology Officer, Calastone
SVP, Head of Technology Sales Consulting for EMEA and APAC. Northern Trust
Global Head of Fund Services, Securities Services, JP Morgan
Mark Baker, Research Director at 5i Research, assesses how investors throughout Australia and the world have reacted to the Covid-driven economic climate, where they are placing their cash and what the wider implications are for the managed funds industry.
Research Director, 5i Research
Our panel of market experts will discuss the latest investment trends raised in the previous session and what they mean for the industry and their businesses. They will assess the market impact of the pandemic over the past two years and take a close look at investor sentiment and they will consider the disconnects are between investor demands and the asset manager’s armoury.
Director of Client Engagement – Australia and New Zealand, Calastone
CEO, Schroders Australia
Co-Head of Client Group, Australia, Dimensional Fund Advisors
Managing Director, Informed Investor
Fund administration is the fund industry’s engine room and impacts hugely on the efficiency of the entire investment value chain. What do asset managers want and need, and does this align to their plans? This panel will discuss how firms are utilising technology to differentiate and engage.
Director, Relationship Management – Australia and New Zealand, Calastone
COO, Challenger
Digital asset strategies are seen to be a major new source of growth for fund firms in Asia as investor interest in new assets grows fast.
Managing Director, Value Partners
Our panel will discuss what is needed to implement digitalisation at the strategic level, what the right operating model looks like and if this is enough to differentiate in an ever crowded market.
Managing Director, Head of Asia, Calastone
Director and Head of StashAway HK and Group Deputy CIO, StashAway
Co-chair of the Blockchain committee of the FinTech Association of Hong Kong
Managing Director, Value Partners
Futurist, Kjaer Consulting
As firms look to accommodate new asset classes, find ways to become more resilient and cut cost at pace; could culture and workforce sustainability be as much of the answer as big tech and the ability to implement digitalisation at both the strategic rather and tactical levels?
Managing Director, Head of Continental Europe, Calastone
Futurist, Kjaer Global
Director Markets & Securities Services, HSBC
CEO, LHoFT
The industry is approaching an inflection point driven by a number of important factors. The changing needs and expectations of the investor, fee compression driven by the rise in passive investment and the acceleration of technology are providing opportunities to digitalise and create efficiency but also fuelling a digital arms race as firms seek to differentiate. What does the industry need to do to remain relevant to our changing society? Is today’s operating model still appropriate? Will we see the amazonification of funds?
Senior Advisor, Glendevon Capital
Former Director General, EFAMA
Chairman, Revolut ltd and AssetCo
CEO, Calastone
Chairman, M&G Group Limited