Navigating Investing Post COVID-19 Crisis


As individual countries, states, industries and companies plot their emergence from coronavirus closures, the pace of recovery and prospective outcomes are looking increasingly diverse. Please join Global Head of Lipper Research, Robert Jenkins, for a live, interactive, data-driven discussion on the global fund market on July 29th
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In one hour, we will cover:

  • Overview: Q2 & YTD Global Fund Market – Recovering from the Covid Crash
  • Assets Under Management & Flows – Where did investors re-enter the markets? 
  • Performance Overview – How did performance breakout across fund types and regions?
  • Active, Passive & ETF’s –How these categories are reacting in this unusual market environment?
  • ESG Funds: Flows & Performance – Are they holding up from a decent Q1 performance?
  • Global Takeaways


Meet our speaker
Robert Jenkins
Global Head of Research
Refinitiv

Bob has over 25 years experience in the Financial Services and Asset Management industries having served in numerous executive and investment management roles at Fidelity Investments in addition to time spent as a strategy consultant in the Asset Management/FIG practice of McKinsey & Company.  As the Global Head of Research and Mutual Funds at Refinitiv, Bob oversees the global collective fund business propositions and investment research functions. Bob also serves on the Investment Committee of Refinitiv overseeing the firm’s global defined benefit and defined contribution retirement plans.
Nate Hartauer
Solution Consultant
Lipper Fund Ratings

Nate Hartauer represents Lipper’s full suite of data packages and solutions at Refinitiv, helping drive new business within the Central & West United States. Nate joined Refinitiv in 2019, previously working at Morningstar as a Regional Sales Director. Nate earned his Bachelor’s in Finance from Indiana University.”
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
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