Preparation for ‘Investing in Luxury’ (Insiders Ep. 1)


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Preparation for ‘Investing in Luxury’ (Insiders Ep. 1)

Sample Questions

General questions / Introduction

What is special about the luxury sector from an investment point of view?

What are the key players and rising stars?

The new role of the Creative Director and its challenges for brands?

Luxury and Digital

How are brands managing tradition and digital transformation?

What are the best/worst performers in terms of digital?

What are the major forces and challenges at play?

How has the importance of Influencers / Celebrities evolved?

Other questions

How can new players emerge in the luxury sector?

Role of China and other key markets?

Can digital disrupt the sector?

References

Recent articles and blogs

[contentcards url=https://www.cbinsights.com/research/future-luxury-trends/]

 

[contentcards url=https://www.the-gma.com/luxury-brands-mastering-social-content]

 

[contentcards url=https://en.wikipedia.org/wiki/YOOX_Net-a-Porter_Group]

Books and research

[contentcards url=https://www.goodreads.com/book/show/4717945-the-luxury-strategy]

 

[contentcards url=https://www.goodreads.com/book/show/23875326-kapferer-on-luxury]

More information for interviewees

Before the interview, please review this document which contains important information, advice, and the general conditions of the interview.

Preparation for ‘ESG Investing’ (Tides Ep. 1)


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Preparation for ‘ESG Investing’ (Tides Ep. 1)

Sample Questions

General questions / Introduction

What is ESG, SRI, Impact investing…? What are the differences?

Does ESG make sense or should one just invest to make money (then, give to charity)?

What should an investor know about ESG?

Does the current ESG ecosystem appear fit for purpose? Is there anything wrong/missing?

Marketing, performance and regulation

UK regulators are pushing for Green / ESG investments, what do you think of that? What will be the impact?

Are ESG funds marketed properly?

Are Indices the solution or is there a more appropriate form of ESG investing? (Mandates / Stock Picking)

Other questions

How can one achieve the maximum positive impact while investing?

What is needed for the ESG sector to have a larger impact? more success?

Can ESG deliver on its promise of offering a good return and a positive contribution?

Does it matter? Should we not give up a bit of performance for a good cause?

References

Recent articles and blogs

[contentcards url=https://www.barrons.com/articles/in-defense-of-social-purpose-1529716548]

 

[contentcards url=https://www.bloomberg.com/view/articles/2018-09-17/socially-responsible-etfs-need-a-makeover?srnd=fixed-income]

 

[contentcards url=https://www.wsj.com/articles/is-tesla-or-exxon-more-sustainable-it-depends-whom-you-ask-1537199931]

 

[contentcards url=https://www.wsj.com/articles/why-its-so-hard-to-be-an-ethical-investor-1535799601]

Books and research

[contentcards url=https://www.msci.com/research/esg-research]

 

[contentcards url=https://www.ussif.org/sribasics]

 

[contentcards url=http://corporate1.morningstar.com/ResearchLibrary/article/677754/lets-not-all-become-fundamental-indexers-just-yet/]

More information for interviewees

Before the interview, please review this important document, which contains important information, advice, and the general conditions of the interview.

Preparation for ‘The Largest Mutual Fund’ (Titans Ep. 1)


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Preparation for ‘The Largest Mutual Fund’ (Titans Ep. 1)

Sample Questions

General questions / Introduction

How has the mutual fund industry evolved in the last decade? What are the most recent developments

The world’s largest fund used to be actively managed (PIMCO’s Absolute Return) it is now an ETF (SPY), what are your thoughts on this?
Impact of skill, marketing and performance on AuM (discussion)
The asset management industry is set to triple in the next 30 years, does that mean it is a great business to be in?

About SPY

What contributed to SPY’s success? (discussion)
As the most traded security, what is its role in the equity ecosystem?
How big could it become and are there limits?

About PIMCO & Bill Gross

What can you say about Bill Gross?

What do you think about his incredible track record (at PIMCO) and current lackluster performance?

Challenges and the Future

What are the challenges and disrupting factors or players in asset management?
What are your thoughts on the rise of passive investing and its impact on markets? on the industry?

References

Recent articles and blogs

[contentcards url=https://www.theguardian.com/money/2018/may/26/uk-biggest-fund-standard-life-gars-alan-miller]

 

[contentcards url=http://mutualfunds.com/education/how-big-is-the-mutual-fund-industry/]

 

[contentcards url=https://www.breakingviews.com/columns/chancellor-index-investment-riskier-than-it-looks/]

Books and research

[contentcards url=https://agreatread.co.uk/the-intelligent-investor-9780060555665/?gclid=EAIaIQobChMIw8qr_teS3gIVhrHtCh35xAvlEAQYASABEgJ2wvD_BwE]

 

[contentcards url=https://www.etf.com/sections/features/281.html/page/0/1]

More information for interviewees

Before the interview, please review this important document, which contains important information, advice, and the general conditions of the interview.

Preparation for Indexing (Building Blocks Ep. 1)


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Preparation for Indexing (Building Blocks Ep. 1)

Sample Questions

General questions / Introduction

Indices have become synonymous with markets, the economy, why is this?

Do indices provide an accurate and useful view of the markets?

Why are we using specific indices as geographic or sector reference (FTSE, CAC, FTSE, DAX) and not others?

What are some issues or lesser known facts with popular indices?

Indexing and financial instrument

How are indices built? Who decides?

Indexing and ETFs (discussion): marketing impact, innovation

Indexing and active funds (discussion): benchmarking, relevance

Smart indexing and other questions

Can indices “really” be smart? What are smart indices?

How smart can they become and what are the limits?

What could happen if the proportion of indexed / passive investments grows considerably?

What are your thoughts on the rise of passive (indexed) ETFs and market volatility / overall impact?

References

Recent articles and blogs

[contentcards url=https://www.marketwatch.com/story/investors-beware-not-all-indexes-are-the-same-2017-10-16]

 

[contentcards url=https://en.wikipedia.org/wiki/Dow_Jones_Industrial_Average]

 

[contentcards url=https://www.moneyobserver.com/news/there-are-now-70-times-more-stock-market-indices-listed-stocks-world]

 

[contentcards url=https://www.breakingviews.com/columns/chancellor-index-investment-riskier-than-it-looks/]

[contentcards url=https://bebusinessed.com/history/history-of-the-stock-market/]

Books and research

[contentcards url=http://knowledge.wharton.upenn.edu/article/if-index-funds-perform-better-why-are-actively-managed-funds-more-popular/]

 

[contentcards url=https://www.bis.org/publ/qtrpdf/r_qt1803j.htm]

 

[contentcards url=http://corporate1.morningstar.com/ResearchLibrary/article/677754/lets-not-all-become-fundamental-indexers-just-yet/]

More information for interviewees

Before the interview, please review this important document, which contains important information, advice, and the general conditions of the interview.