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 that will drive 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.                      

TIMELINE 

MEETING 1 - 14 June 2017

FOCUS: long-term investment & asset managers

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MEETING 2 -  24 October 2017    

FOCUS: insurance companies & pension funds                  

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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

ORGANISATION

CHAIRMAN

Jean-Pierre Pinatton, Supervisory Board, Oddo BHF

RAPPORTEURS

Karel Lannoo, CEO, CEPS

Cosmina Amariei, Researcher, ECMI

Apostolos Thomadakis, Researcher, ECMI

PARTICIPATION 

Participation is limited to members of the Experts Group, theTask Force, academic/policy/industry 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.   

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.