Investment committees: Top tips

After our recent roundtable on investment committees we sat down with the attendees to find out what their key take-aways from the debate were.

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Apr 21, 2018

Valentina Romeo, investment news editor at Money Marketing:  

"What I gathered from the discussion with our experts about investment committees is that there is not just one way to build an effective one.  

"The panel agreed that putting together a clear and precise set of initial rules is fundamental for a well functioning investment committee as well as defining the role of the chair to make sure objectivity is maintained and to avoid risk of conflicts. We have also shared views on why outsourcing an investment committee comes with its pros and cons.

"Watch what the panellists say about our discussion and what they have learned from it."

Christopher Skinner, Vice President Product Strategy, J P Morgan Asset Management

Sophie Kennedy, Head of Research, EQ Investors

Jamie Farquhar, Director of Business Development, Square Mile Investment Consulting & Research Ltd

Rory McPherson, Head of Investment Strategy, Psigma Investment Management

Watch the full debate here.

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Money Marketing

Money Marketing, Centaur

The leading magazine and website for IFAs and professional financial advisers. Pensions, investment, mortgages, protection, platforms and regulation news.


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John 6 months ago

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John 6 months ago