ALFI Global Asset Management Conference

Global growth in 2023 has surpassed our expectations. We’ve also seen improvements in key measures of inflation, while labour markets have remained tight. With these upside surprises, the probability of a soft landing for the global economy has also risen. Even so, we cannot convince ourselves that we’re entirely out of the woods. The “last mile” of the global inflation fight is likely to be a tough slog. The stringent monetary medicine that central banks have administered, coupled with a stepdown in consumer demand for services is expected to loosen labour markets and slow economic growth. DM economies are likely to feel a bite, with several falling into recession. Taken together, we see global growth in 2024 retreating before rebounding in 2025.

Join our traditional (already 15th!) speed-dating session which promises to offer all stakeholders in the fund industry a comprehensive 360° helicopter view of the main regulatory and legal developments poised to impact them over the next 12 months, both at EU and Luxembourg level.

This presentation introduces the afternoon’s session on distribution and provides insights into global cross-border investment fund distribution in an increasingly tough environment for asset managers and investors alike. The last two years have been especially painful in the cross-border space. A deep dive into the Broadridge data for the last decade reveals where the peaks and troughs have been and what was driving them, helping frame a longer-term view as to where assets are going. The presentation examines some of the winners, for example ETFs, which had a stellar year in 2023, and considers those whose stars are currently on the wane, such as mixed assets and thematics. But it’s not just about product; the session also taps into Broadridge’s Fund Buyer Focus database and analyses what fund selectors are saying about the importance of, among other things, client experience, transparency and brand.

Session kindly sponsored by State Street   

Transfer Agents play a pivotal role in supporting the cross-border distribution of funds today. They are at the forefront of the investor experience and gatekeepers to regulatory requirements. The panel will examine this role and how it has evolved to meet the needs of the Asset Managers, Investors and Distributors and also where the focus needs to be as we look to the future.