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  • The Bloomsbury London WC1B 3NN

Financial Institutions Manager Selection Roundtable & Lunch

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Longview Networks brings senior financial institution investors together over Lunch in London to compare notes on manager selection: from due diligence to in-house versus outsourced, and everything between…

This roundtable brings together senior selectors from OCIOs, DFMs, wealth managers, and private banks for a candid, practitioner-led conversation on how manager selection actually works today — where qualitative conviction still earns its place, how active and passive are being blended inside model portfolios, what genuinely moves a fund on or off the buy list, and whether private markets’ newest structures deliver on their liquidity promise.

This Chatham House discussion is designed to surface the real thinking behind selection decisions for leading institutions.

Who should attend:

  • Fund Research Analysts
  • Heads of Fiduciary Management
  • Private Bank portfolio managers
  • Investment Committees
  • Investment Directors
  • CIOs
  • Heads of Manager Research / Manager Selection

11:00

Arrival & refreshments

11:30

Qualitative screening: outperforming benchmarks

With passive flows continuing to dominate broad market exposure, the case for active equity managers increasingly rests on a narrower and harder-to-defend premise: genuine, repeatable alpha.

For investors, how much of the case for active manager selection rests on qualitative conviction versus demonstrable, repeatable outperformance and in which sectors, concentration levels, and styles is that case hardest to sustain?

Where does qualitative judgement earn its place once quantitative screens have done the initial filtering? How do you defend a qualitative conviction call when the numbers haven’t yet come through? Is the benchmark-outperformance bar itself still the right test, or is it becoming a legacy standard?

Speakers
Mark Parry

principal and head of manager research team

Barnett Waddingham

12:00

Active vs passive blends in portfolios

Where the active/passive line is being drawn inside model portfolios today, and what’s driving the blend.

What’s the current split between active and passive in model portfolios, and where has it moved ? Is blending a genuine strategy choice, or a way of managing cost and risk at the same time? And where does active still earn a structural premium over passive?

Speakers
Jonathan Unwin

head of portfolio management

Mirabaud Group

12:20

Manager selection in public markets

Leaders in manager selection share the criteria that decide what earns a fund a place on the buy list. In a market this closely covered and this efficiently priced, those criteria have to work harder than ever to justify a call.

With years of return, risk, and attribution data available on almost every strategy, what’s actually still hard to assess when selecting a public markets manager? How do you separate genuine skill from factor exposure, style tailwinds, or plain luck when the numbers look good? And how has the growing weight of quantitative and factor-based screening changed the role of the manager selector?

Speakers
Vinod George

fiduciary manager -investment strategy and sustainability

Van Lanschot Kempen Investment Management

12:40

Private markets & alternatives: semi-liquid structures

Private markets access has become the industry’s fastest-growing product. Yet in search of liquidity- evergreen and semi-liquid vehicles promise wealth and OCIO clients a way into asset classes that were never built with monthly redemptions in mind.

Explore and evaluate the draws and opportunities in private markets for investors, understanding key areas and risks such as illiquidity and complexity premiums, sectoral coverage and specific return structures.

Is the liquidity promise behind semi-liquid/evergreen structures real, or more comfortable fiction than fact? How are you underwriting manager selection differently for private markets versus listed strategies? Where is client demand for private markets access outpacing your own due-diligence comfort?

Speakers
Daniel Nilsson

Senior Portfolio Manager

Isio Investment management

1:10

Lunch

3:00

Close of event

Daniel Nilsson

Senior Portfolio Manager

Isio Investment management

Richard Gunther

senior solutions strategist

Schroders (OCIO)

Matthew Wiles

head of research

EQ Investors

Hannah Evans

head of manager research

Omnis Investments

Jonathan Unwin

head of portfolio management

Mirabaud Group

Vinod George

fiduciary manager -investment strategy and sustainability

Van Lanschot Kempen Investment Management

George Fox

investment manager

Jupiter Asset Management

Mark Parry

principal and head of manager research team

Barnett Waddingham

Aoifinn Devitt

managing director

Moneta

Richard Hallos

manager research, director

Schroders

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