Tail Hedging Funds: How Important Are They and Is It Too Late?
• Understanding industry volatility strategies
• Gauging the level of protection the funds afford
• Viability with Managed Account platform strategies
Risk Appetite
• Exploring the current prevailing investor criteria
• Helping shape the offerings of managed account platforms
• Where are inflows coming from?
Clarifying Liquidity Terms
• Understanding the trend for shorter liquidity terms
• Structuring your offering to maintain liquidity whilst keeping sight of the reference fund
Reviewing the Operational Risk of Managed Account Platforms
• Mitigating operational risk – managed accounts versus direct hedge fund investment
• Scope of a review & process undertaken
• Key failure points & case studies
Bank Backed Platforms
• How secure are the assets?
• How well segregated?
• What would happen in a good bank/bank bank situation?
• The stability provided by being bank-backed; infrastructure
The Move to Real-Time Daily Pricing
• Lots of Managed Account Platforms provide weekly pricing & tracking. Need daily.
• The burden of providing daily information
• Offering daily reporting in spite of weekly liquidity
Using Managed Accounts and UCITS in Asset Allocation
• Constructing your portfolio allocation based on:
o Fund of Funds
o UCITS III
o Managed Accounts
• Delivering greater levels of liquidity and transparency
• Ease of allocation to UCITS & Managed Accounts
• UCITS: Taking advantage of assets earmarked for onshore investment
Counterparty Risk
• Gauging the need for due diligence in light of recent high-profile collapses
• Understanding why people are moving assets between counterparties
Reporting & Maintaining Transparency
• How to offer meaningful transparency to clients
• Utilising online tools
• How can aggregated reporting be improved?
• How to effectively use online tools to improve Managed Account reporting
• Stress testing
Offshore vs. Onshore Managed Accounts
• Lots of funds are still offshore; should they be on?
• Understanding industry decisions to move to Ireland
• From a marketing perspective esp. AIFMD
• What is investor opinion?
Distribution Models: How to Improve Accessibility for Retail Clients
• Shifting the focus from Managed Account Platforms away from solely institutional investors
• How best to service private banks?
• Advantages for end investors
"Some of the topics were extremely relevant and the discussion was led by subject experts"