Takeaways from the annual FundForum event in Monaco

TL;DR

The Fund Forum in Monaco discussed the growing importance of ESG, the market's failure to recognize transitions and innovations, and the challenges of attracting and adapting to the preferences of the new generation of investors.

Transcript

so we are here after three days at the fund forum in monaco you can see the weather is wonderful we are outside and we wanted to share with xavier some of the takeaways and insights that we gained by being in this conference that's a traditional investment conference but definitely was spiced up with thoughts around innovation that included blockch... Read More

Key Insights

• 💄 ESG is a buzzword but investment managers are not convinced by the different products and solutions available, even though companies are making significant efforts to transition towards sustainable practices.
• ❓ The market is penalizing companies for their transitions towards ESG and innovation, failing to recognize the value of these efforts.
• 👶 Investment management needs to adapt to the preferences of the new generation of investors, who seek more fun, understandable, and gaming-oriented financial services.
• 👶 Capturing the new generation of investors is a challenge and requires investment in marketing, new solutions, gaming experiences, and social media engagement.
• 🤩 Financial education and literacy are key factors in attracting and retaining the new generation of investors.
• 🖤 The relationship between investment management and blockchain is gaining interest, but there is a lack of education and resources in the market.
• 📼 The narrative around "real assets" needs to change, acknowledging the value and importance of digital assets in the investment world.

Questions & Answers

Q: Why are companies making efforts to transition towards ESG or embrace innovation being penalized in the market?

The market is currently failing to recognize and reward companies for their transitions due to a lack of awareness and understanding. The narrative around ESG and innovation needs to change to bridge the gap between traditional and new language and mindset.

Q: What challenges does investment management face in attracting the new generation of investors?

Investment management needs to adapt to the preferences of the new generation, such as providing more fun and understandable financial services. They also need to invest in marketing, new solutions, gaming experiences, and social media engagement to capture and educate these new clients.

Q: How can investment managers tap into the gaming and social media preferences of the new generation?

Investment managers can tap into the gaming and social media preferences of the new generation by offering digital asset options, D5 investments, and incorporating new rules and platforms like TikTok and Twitter. Education and financial literacy are also crucial for attracting and retaining these clients.

Q: How can investment managers bridge the gap between traditional investments and the new generation's preferences?

Investment managers need to mix traditional and digital assets to align with the preferences of the new generation. This could include incorporating digital assets or D5 investments into their offerings, providing more accessible investment options with low fees, and focusing on financial education to bridge the gap.

Summary & Key Takeaways

• The sessions at the Fund Forum highlighted the increasing importance of ESG and the need for investment managers to adapt to these changing trends.

• The market is penalizing companies that make efforts to transition towards ESG or embrace innovation, rather than rewarding them.

• Capturing the new generation of investors, particularly millennials, presents a challenge for investment management, as they require more fun and understandable financial services that align with gaming and social media.