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On Tuesday, November 11th, Fundpath hosted its inaugural Leaders in Fund Selection forum at The Ivy in London — a private breakfast bringing together senior fund selectors and investment leaders for a morning of analysis, discussion, and shared outlooks.
Held under Chatham House rules, the event provided a space for rigorous debate on how market dynamics, data, and technology are reshaping fund selection and allocation strategies across the UK wealth management landscape.
Agenda Highlights
Panel Discussion – Forward-Looking Asset Allocation Sentiment
Moderated by Dan Kemp, CIO, Morningstar, with participation from senior investment leaders – Rupert Harrison (Senior Adviser at PIMCO), Fabiana Fedeli (CIO at M&G), and Peter Fitzgerald (CIO at Aviva Investors). The discussion examined evolving macro trends, the impact of geopolitical shifts, and the positioning strategies shaping 2026.
Spotlight Session – AI in Fund Selection
David Courtier-Dutton, Chief AI Officer at Fundpath, explored how artificial intelligence is redefining the research process — from data integrity to decision support — and what that means for the future of fund selection.
Looking Ahead
Leaders in Fund Selection reflects Fundpath’s broader mission: to strengthen the connection between fund selectors and asset managers through better data, richer dialogue, and shared understanding.
We’d like to thank all participants and attendees for contributing to an engaging and forward-looking morning.
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