Task Force on Asset Allocation in Europe

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BACKGROUND

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.

MAIN OBJECTIVE

This Task Force aims to engage a diverse group of stakeholders in a structured dialogue to: 1) identify the factors at macro- and micro- level driving investment decisions; 2) analyse their impact on households/retail investors and on different categories of financial intermediaries; and 3) put forward a list of recommendations to strengthen the long-term savings & investment channel in Europe.  Interim reports are drafted after each meeting and will form the basis of the Final Task Force Report.

TIMELINE 

MEETING 1 - 14 June 2017

FOCUS: 1) short vs long term investment; 2) asset managers

Agenda 

Interim Report

More information

 

MEETING 2 -  24 October 2017    

FOCUS: 3) insurance companies; 4) pension funds

Agenda

More information

 

MEETING 3 - 20 March 2018                                        

FOCUS: 5) retail investors; 6) sustainable investment 

Agenda

More information

 

MEETING 4 -  June 2018                                     

FOCUS: review of the final report

 

MEETING 5 - September 2018                                        

FOCUS: launch of the report

 

ORGANISATION

CHAIRMAN

Jean-Pierre Pinatton, Supervisory Board, Oddo BHF

RAPPORTEURS

Karel Lannoo, CEO, CEPS

Cosmina Amariei, Researcher, ECMI

Apostolos Thomadakis, Researcher, ECMI

PARTICIPATION 

The participation is limited to the members of the experts group and broader task force, academic/policy/industry observers and selected invitees. 

REGISTRATION FORM

CONTACT US

Please do not hesitate to contact Cosmina Amariei by email at: cosmina.amariei@ceps.eu or by phone on +32 222 93 955.