Global strategic partner

In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless. From data and AI to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher. 

At EY, we help clients re-think everything from pricing and operating models to competition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations, and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape it. Ultimately, we work with clients not just to stay competitive, but to change investing for the better.

For more information, visit  www.ey.com/en_gl/wealth-asset-management.

Strategic partner

Alpha Financial Markets Consulting is a leading global provider of specialist consultancy services to the financial services industry. It has the largest dedicated team across those industries, with over 1,000 consultants globally, operating from 17 client-facing offices spanning the UK, North America, Europe and APAC. Alpha’s has worked with a wide range of firms, including 80% of the world’s top 100 asset managers.

Alpha’s unique market position and proposition is delivered through its sector specialism, expertise and deep experience in its practice areas and the quality of its people – the top performers from other professional services firms, top tier consulting houses and industry – who develop long-term and close relationships with Alpha’s clients to provide pragmatic, tailored advice across their businesses.

For more information, visit  alphafmc.com.

Strategic partner

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation - inspiring complex change, enabling organizations to grow and building competitive advantages. Our Experts engage across topics of strategy and growth, marketing and sales, data and analytics, operations and technology, holistic transformation and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities.

Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures - and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

Read more of our services for Financial Institutions. BCG’s experts partner with asset managers to work through the strategic implications of changes in the market environment—and convert them into competitive advantages. 

For more information, visit  www.bcg.com.

Strategic partner

Will be updated shortly.

For more information, visit  www.citi.com/.

Strategic partner

Seismic is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,000 organizations, including more than 400 financial services institutions around the globe trust Seismic for their enablement needs. Seismic is headquartered in San Diego with offices across North America, Europe, and Australia.

For more information, visit  www.seismic.com/financial-services/.

Knowledge Partner

McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. For over 90 years, our primary objective has been to serve as our clients' most trusted external advisor. With consultants in over 120 cities in more than 60 countries, across industries and functions, we bring unparalleled expertise to clients anywhere in the world. We work closely with teams at all levels of an organisation to shape winning strategies, mobilise for change, build capabilities and drive successful execution.

For more information, visit  www.mckinsey.com.

Lead sponsor

Broadridge, a global Fintech leader with more than $5 billion in revenues, provides technology, communications, data and intelligence. For asset managers, our solutions help drive business transformation by optimizing efficiency, accelerating product innovation, enriching client engagement, navigating risk, and maximizing data accuracy and visibility to streamline the investment lifecycle. Our integrated, front-to-back investment management solutions, with multi-asset class support, allow our clients to expand into new markets without adding substantial technology and operations support. Touching 90% of the world’s mutual fund flows, we are uniquely positioned to help buy-side firms get ahead of today’s challenges and capitalize on what’s next.

For more information, visit  www.broadridge.com/financial-services/asset-management.

Lead sponsor

Empowering the investment industry to realize the world’s greatest possibilities.

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 200,000 CFA® charterholders worldwide in more than 160 markets. CFA Institute has nine offices worldwide, and there are 160 local societies.

Empowering the investment industry to realize the world’s greatest possibilities.

For more information, visit  www.cfainstitute.org.

Lead Sponsor

The Investment Company Institute (ICI) is the leading association representing regulated investment funds. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Its members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia and other jurisdictions. Its members manage total assets of $29.9 trillion in the United States, serving more than 100 million investors, and an additional $8.1 trillion in assets outside the United States.

For more information, visit  www.ici.org.

Lead Sponsor

MUFG Investor Services is a leading solutions provider for the global alternative investment management industry. From 17 locations around the world, MUFG Investor Services, through its suite of solutions, helps clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. With more than $1 trillion in assets under administration, MUFG Investor Services is one of the top fund administrators globally and provides a broad range of solutions including administration, asset servicing, banking and liquidity, corporate and regulatory services, financing, business consulting, and more. Its nearly 500 clients represent funds across the public and private markets, including hedge funds, fund of funds, private equity, private debt, real assets, infrastructure, mutual funds, venture capital, and more. MUFG Investor Services is a division of Mitsubishi UFJ Financial Group, Inc (MUFG) one of the largest banks in the world with approximately $3 trillion in assets.

For more information, visit  www.mufg-investorservices.com/.

Lead Sponsor

TIFIN AMP is a pioneering AI platform designed to revolutionize investment distribution for asset managers. By combining real-time data, behavioral insights, and advanced algorithms, TIFIN AMP empowers asset managers with actionable intelligence, bringing precision and effectiveness to their distribution efforts and driving commercial growth.

For more information, visit  tifinamp.com.

Networking Lunch Sponsor

Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.

Wilshire Indexes operates alongside Wilshire’s investment management, consulting, OCIO, and alternative asset businesses, which are separately known as Wilshire Advisors.

For more information, visit  www.wilshireindexes.com.

Networking reception sponsor

Morningstar provides products and services that connect people to the investing information and tools they need to further our mission of empowering investor success.

Morningstar Direct gives you the data and capabilities you need, tailored to the way you work. It’s a global investment analysis platform that connects Morningstar’s data and institutional research with private and third-party content, rigorous analytics, data science capabilities, and productivity tools. Morningstar Direct helps you do your job faster and more efficiently than ever.

For more information, visit  www.morningstar.com.

Associate sponsor

 Bully Pulpit International (BPI) is an outcomes agency at the intersection of business, politics, and policy. We are strategists, data scientists, and artists that come from politics, brands, and government. We have more than 250 team members in six countries and eleven offices — Berlin, Brussels, Chicago, Cologne, D.C., Geneva, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise across strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible across any audience.

For more information, visit  www.bpigroup.com.

Associate sponsor

The Investment Management Corporation of Ontario (IMCO) manages $77.4 billion of assets on behalf of our clients. Designed exclusively to drive better investment outcomes for Ontario's broader public sector, IMCO operates under an independent, not-for-profit, cost recovery structure. We provide leading investment management services, including portfolio construction advice, better access to a diverse range of asset classes and sophisticated risk management capabilities. As one of Canada's largest institutional investors, we invest around the world and execute large transactions efficiently. Our scale gives clients access to a well-diversified global portfolio, including sought-after private and alternative asset classes. Follow us on LinkedIn and X @imcoinvest.

For more information, visit  www.imcoinvest.com.

Associate sponsor

With $725 billion in assets under management1, New York Life Investments is comprised of the affiliated global asset management businesses of its parent company, New York Life Insurance Company (New York Life), and offers clients access to specialized, independent investment teams through its family of affiliated boutiques. New York Life Investments remains committed to clients through a combination of the diverse perspectives of its boutiques and a long-lasting focus on sustainable relationships.

For more information, visit  www.newyorklifeinvestments.com.

Associate sponsor

Ropes & Gray is a preeminent global law firm that has been ranked in the top three on The American Lawyer's prestigious "A-List" for seven years and is ranked #1 on Law.com International's "A-List" in the U.K.—rankings that honor the "Best of the Best" firms. The firm has approximately 1,500 lawyers and legal professionals serving clients in major centers of business, finance, technology and government globally. Ropes & Gray has renowned attorneys in every legal discipline critical to the practice of asset management M&A and a keen awareness of this sector’s regulatory landscape and business realities.

For more information, visit  www.ropesgray.com/en.

Executive search partner

Schulthess Zimmermann & Jauch is a strategic Partner in Board Advisory and Executive Search with offices in London, Zurich, Munich and New York.

For more information, visit  https://sz-j.com/en.

Exhibitor Sponsor

In a world shaped by increasingly interconnected risks, Moody’s data, insights, and innovative technologies help customers develop a holistic view of their world and uncover opportunities. With a rich history of experience in global markets and a diverse workforce in more than 40 countries, Moody’s gives customers the comprehensive perspective needed to act with confidence and thrive

For more information, visit  www.moodys.com.

Exhibitor Sponsor

About Sutherland Investment Research

With over 25 years of experience, Sutherland Investment Research provides incisive investment insights to 50+ Investment Management firms. We combine human ingenuity, generative AI, and deep-domain industry knowledge to deliver high-quality research and real-time intelligence. We empower Asset Managers to generate efficient Alpha, improve portfolio monitoring, and create tangible long-term value in their operations.

About Sutherland

Sutherland is a global leader in business and digital transformation. With 35 years of experience, we combine deep domain expertise and proven optimization with both proprietary and partnered tools and platforms. With the goal of driving growth, efficiency and productivity across the enterprise, Sutherland brings together our people, processes, products and platforms to provide a unique combination of market-leading technology and business process excellence. We are reinventing the front-office experience and back-office operations – turning legacy environments into state-of-the-art business enablers across Healthcare, Insurance, Banking and Financial Services, Communications, Media and Entertainment, Travel, Logistics and Retail technologies. Our team of global professionals provides our clients with tailored services and solutions to help them navigate a constantly evolving future while achieving outsized performance.

For more information, visit www.sutherlandglobal.com/services/connected-intelligence/research-and-market-intelligence.

Fundfire

FundFire is the leading news service for professionals working in the high-net-worth and institutional asset management industry. Our journalists help readers stay up to date on investment trends, regulatory developments, key people moves and more. 

Future of Asset Management North America is a collaboration between FundFire, Ignites and FT Live. If you enjoy the event, start your free two-week FundFire trial today for more can’t-miss industry analysis: www.FundFire.com/trial.

Ignites

Ignites is a trusted news service for the mutual fund and ETF industry. Our more than 100,000 readers receive critical updates daily on topics including distribution, marketing, regulations, C-suite, people moves, and strategy.

Future of Asset Management North America content is a collaboration between Ignites, FundFire and FT Live. If you enjoy the event, start your free two-week Ignites trial today for more can’t-miss industry analysis: www.Ignites.com/trial

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