The two-day conference will head to Boston on September 16-17 to focus on strategies to optimize returns in sub-advised and multi-managed funds in the U.S., European, and Canadian markets.

BOSTON (May 9, 2019) —Fresh off the heels of its successful spring summit, Foundation Research Associates (FRA) is pleased to announce it will hold a fall forum on sub-advised funds in Boston on September 16-17 at the Omni Parker House.

The 28th Sub-Advised Funds Forum will pick up the conversation where the April event left off and feature presentations and panel discussions on environmental, social and governance (ESG) factor investing, manager selection, sub-advisory trends, compliance and regulatory concerns, opportunities and challenges in the Canadian and European markets, and opportunities in the surging OCIO market. The event will also include a half-day pre-conference workshop and approximately six hours of networking sessions.

Laurent Auchlin, managing partner, Anglo-Swiss Advisors, a speaker at the April event and the upcoming forum, said attendees at the spring conference were especially interested in ESGs, and the topic was brought up in nearly every presentation, discussion, and panel. He plans to discuss best European methodologies for incorporating ESGs at the pre-conference workshop during the fall forum.

 “This is one of the few conferences in the U.S. that is local and global, so you have the opportunity to talk about sub-advisory locally and within the U.S. market with U.S. peers, and people also have access to global and worldwide expertise,” he said.

Robert Boyda, former head of capital markets and strategy senior portfolio manager for Manulife Asset Management, who will speak about the Canadian sub-advisory market at the fall event, agreed. “Our job as members of the sub-advisory community is to try to raise the level of participation, raise the understanding and awareness of all the opportunities that are in front of us. This conference is bringing together the best and the brightest, and it’s really done a terrific job at sponsoring and helping us network.”

Networking was the main reason first-time attendee and speaker Mark Thurston, founder and partner of Alpha Signal, attended FRA spring forum. “I was impressed by the content presented and the level of engagement among attendees,” said Thurston, who is writing a book about manager selection and will speak about how to conduct quantitative and qualitative manager research at the September event.

The conference is unique as it is in an intimate setting and creates a sense of community among the diverse speakers and attendees. The agenda is designed to provide different perspectives from investment managers, sub-advisers and experts who have a pulse on what’s new and trending in the industry.  “FRA is really out there ahead of the game. They are really the only ones who are looking at this topic and are addressing it so for people who are interested in this topic, this is the only place to be,” said Deborah Well, digital strategy consultant, at the April event. 

For more information about The 28th Sub-Advised Funds Forum, speakers, and the preliminary agenda, click here.