Events: Summits & Forums

February 16, 2017

APFI SUMMITS 2017: LONDON

To kick off your New Year we have our first Association of Professional Fund Investors (APFI) London Breakfast Summit, at South Place hotel, on 23rd March 2017 between 8am and 10am GMT.

The fund-buyer only Summit will tackle acute issues facing our industry such as active-passive, rising regulation and fiduciary requirements for due diligence and technology disruption.

The APFI is committed to pulling our collective strength as a fund buyer community to identify best practice, efficiencies, share experience and lobby regulators.

Professional fund buyers and analysts are most welcome. Please confirm back your interest and for more details then contact APFI at support@profundinvestors.com.

Logistical Details:
23 March 2017 between 8am and 10am GMT.
South Place Hotel
3 South Pl, London EC2M 2AF, 020 3503 0000
Google Maps Link

December 15, 2016

A Solution to a Joint Industry RFP Challenge

A Solution to a Joint Industry RFP Challenge appears in the latest issue of the Nordic Fund Selection Journal.

A new digital due diligence platform aims to save time for fund selectors and help asset managers to respond in a timely fashion. Nordic Fund Selection Journal investigates the latest developments in creating a standardised due diligence process.

For more information on the Nordic Fund Selection Journal or Tell Media Group visit: www.tellmediagroup.se.

September 15, 2016

APFI Nordic Summit 2016

APFI has been invited by Tell Media Group to hold another APFI Nordic Summit this year exploring the implications of digitalization on the role and function of professional fund investors. This event coincides with the seventh annual Nordic Fund Selection Awards in Stockholm on November 10.

We will debate:

  • Striking a balance – is there a role for robo-selectors and where does that leave humans?
  • Exploring the potential efficiencies of a digital standard for due diligence information gathering.
  • Is the rise of passive investing a natural outcome of digitalisation and what are its limits?
June 6, 2016

Fund Forum International Berlin

Fund Forum International will be hosted in Berlin this year on 6-8 June 2016. The event will bring together some of the world’s most inspirational speakers, bring a fresh take on the economy, leadership and future of asset management.

We will debate

  • The impact of big data and social media.
  • Digital trust, is there still a need for face-to-face meetings with fund managers?
  • The potential for standardisation of RFP questionnaires.
  • The risks associated with homogeneous fund selection methodologies.
  • MiFID II, automated advice and the future of the fund/manager selector.
April 18, 2016

Fund Forum Asia 2016

Fund Forum Asia is a learning and networking event for the Asian fund management community. The forum will be held on 18-21 April 2016 at the JW Marriott Hotel in Hong Kong.

We will debate

  • The impact of big data and social media.
  • Digital trust, is there still a need for face-to-face meetings with fund managers?
  • The potential for standardisation of RFP questionnaires.
  • The risks associated with homogeneous fund selection methodologies.
  • MiFID II, automated advice and the future of the fund/manager selector.
November 12, 2015

APFI Nordic Summit 2015

The Nordic Fund Selection Forum is an annual conference dedicated to institutional investors, fund selectors and fund analysts in the Nordic region. APFI had the opportunity to speak about the digital future of fund selection involving big data and social media as well as digital implications on due diligence.

April 1, 2014

Fund Forum Asia 2014

Fund Forum Asia is a learning and networking event for the Asian fund management community. Roland Meerdter spoke about Blockbuster funds and the impacts on fund investors and the managers that run them. See the agenda here.

January 31, 2014

Aberdeen Fund Selector Forum: Davos 2014

APFI was given the opportunity to speak at the Aberdeen Asset Management Fund Selector Forum in Davos, Switzerland.

Roland Meerdter led the Best practice in fund selection workshop on the second day of the forum. Topics for discussion included:

  • What is driving the increasing concentration of flows into a narrow group of funds?
  • Are professional fund investors at risk of creating bubbles as fund selection methodologies at different firms are becoming increasingly homogeneous?
  • Could scenario planning help to reduce those risks?