Director and Senior Editor at US global fintech company Broadridge. A British national, Lynn is a recognised international communications expert, with over 20 years of in-house asset management experience in global marketing and communications working with leading asset managers in Brussels, Paris and Geneva. Her areas of expertise include: Corporate & Internal Communication, C-Suite and Crisis Communications, Media & Public Relations, Brand & Value Proposition Building, Events, Publishing & Graphic Design Management, and Storytelling & Editing. Fluent in French, German and Russian, at Broadridge she is responsible for editing and writing a number of leading asset management client publications.
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.
Senior Director