Asset Allocation in Europe: What challenges and opportunities lie ahead?
In the coming years, asset allocation will be impacted by the changing macroeconomic environment, evolving investor demographics, technology and regulation. The purpose is to contribute to the public debate about the need to facilitate European households’ access to savings products with stable returns over time, and to promote long-term investment across the EU through more capital markets-based financial intermediation.
This Task Force aims to engage a diverse group of stakeholders in a structured dialogue to: identify the factors at macro- and micro- level that will drive investment decisions; analyse their impact on households/retail investors and on different categories of financial intermediaries; and put forward a list of recommendations to strengthen the long-term savings & investment channel in Europe.
MEETING 1 - 14 June 2017
FOCUS: long-term investment & asset managers
MEETING 2 - 24 October 2017
FOCUS: insurance companies & pension funds
MEETING 3 - 20 March 2018
FOCUS: retail investors & sustainable investment
MEETING 4 - June 2018
FOCUS: review of the final report
MEETING 5 - September 2018
FOCUS: launch of the report
- Jean-Pierre Pinatton, Supervisory Board, Oddo BHF
- Karel Lannoo, CEO, CEPS
- Cosmina Amariei, Researcher, ECMI
- Apostolos Thomadakis, Researcher, ECMI
Participation is limited to members of the Experts Group, the broader Task Force, observers and selected invitees. The final report will be launched at a public event in Brussels, open to the press, in the presence of high level policymakers and market participants.
Please do not hesitate to contact Cosmina Amariei by email at: firstname.lastname@example.org or by phone on +32 222 93 955.