22 - Personalisation of investment funds: The next new frontier? Artwork

Coffee With....AlgoMe Consulting

Every episode we will be having coffee with people working in and around the Asset and Wealth Management industry to talk about various topics which are of interest to us all and explore them in conversation.The idea behind this is to share views, learnings and insights within the Asset and Wealth Management industry with regards to how today’s changing environment could be impacting the future of our industry from a people, state and operating model perspective

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Coffee With....AlgoMe Consulting

22 - Personalisation of investment funds: The next new frontier?

March 07, 2022 • Season 1 • Episode 22

Putting the "I" in investments: The adoption of sustainability models in the Investment Management industry has had an impact on the development of bespoke portfolios? How do you really define bespoke portfolios for institutional and individual investors? Is this a new model of Asset and Wealth Management designed for market segments that were not serviced previously by the industry? What are the conceptual, technological, operational and regulatory requirements to support this model; is the Investment Management industry ready for this challenge?

Guests

Carolina Minio Paluello, appearing in a personal capacity

Phoebe Stone, Partner, Head of Sustainable Investing, LGT Vestra LLP

Presenter
Chris New, AlgoMe Consulting

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