Briefings 27 Sep 2017

Fund Intelligence Breakfast Briefing: The Future of Retail Distribution

Don’t miss your opportunity to hear from our expert panel and gain insight into where investor money is moving and how to stay ahead of it

Venue: Lambs Club, New York

Register to attend Fund Intelligence‘s next US Breakfast Briefing, a free to attend event, featuring a panel-led discussion and informal networking.

Join us for an in-depth discussion, looking at the shifting face of the mutual fund industry. Buttressed by Broadridge’s proprietary fund flows data for the second quarter, topics covered will include:

Topics will include:

-Shifting distribution models and the impact on product development and delivery
Product pricing and packaging
Digital wealth management – ROBO Advisors, online distribution, etc.
-Global review of retail fund flow activity across the last quarter
-Breakdown which actively managing strategies are still seeing flows
-Analysis of how distribution has changed by channel in the last quarter


08:30 Breakfast & networking
09:10 Introduction
09:15 Panel discussion – The Future of Retail Distribution
10:00 Questions
10:15 Close

The event is FREE to attend for existing Fund Intelligence members and trial users.

Not a member? Join our membership community today and receive a wealth of benefits including:
– Direct access to daily news updates, data and analysis.
– Invitations to our collection of events including breakfast briefings, awards, summits and webinars.
– Eight specialist networks for the latest industry trends.
– Benchmarking data for flows, performance and product development.
– And more.

Register now for your free trial and experience the full range of benefits available to you, as well as entry to the above event.

Please note: this event is not open to any members of the press unless agreed in advance with the organisers.

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