Preview Mode Links will not work in preview mode

Lipper Alpha Insight - Fund Manager Chat


Mar 21, 2018

Following the ground-breaking merger of Aberdeen Asset Management and Standard Life Investments in August 2017, co-CEO of the new entity, Martin Gilbert gives an update on how the merger has bedded down.

In this podcast, he discusses how the firm is addressing some of the challenges posed by recent net fund flows and asset retention. He outlines the new partnership with Virgin Money, the relationship with Lloyds Bank and the sort of potential acquisitions the firm might assess in the future.

Martin also discusses the challenges posed to the funds industry and what active managers need to do to successfully adapt in a competitive environment. He examines the changing nature of product development, distribution and considers the importance of the evolving regulatory landscape.

Running order

       
  Run Time Topic  
  00:20 Seven months post merger, how are things bedding down?  
  01:30 On fund flows and asset retention.  
  03:30 On Virgin Money partnership and gross flows.  
  04:05 On Lloyds Bank mandates.  
  05:30 On  futher capital acquisitions.  
  06:40 On further cost cutting.  
  07:30 On consolidating an active fund manager niche.  
  10:20 On the importance of ESG.  
  11:08 On finding the balance between the retail and institutional split.  
  12:08 On regulatory changes.  
  13:11 On ongoing challenges to the industry.  

Martin is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on March 21, 2018.

About Martin Gilbert

 

Martin Gilbert is Co-Chief Executive of Standard Life Aberdeen plc.   Standard Life Aberdeen plc, the leading global investment company, was formed as a result of the merger between Aberdeen Asset Management PLC and Standard Life plc in August 2017, led by Martin and co-chief executive Keith Skeoch.

Both have responsibility for overseeing £650 billion of assets under management and administration.


Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.