Katrina Lloyd

London, United Kingdom

Editor-in-Chief at Investment Week

Editor-in-Chief at Professional Adviser

Editor-in-Chief at Cover Magazine UK

Editor in Chief at Financial Library

Editor-in-chief of Investment Week, Professional Adviser and Cover.

Featured in: Favicon

investmentweek.co.uk Favicon

professionaladviser.com Favicon

covermagazine.co.uk Favicon

financiallibrary.co.uk Favicon

theconversation.com Favicon

businessgreen.com Favicon

econotimes.com Favicon

internationalinvestment.net Favicon

professionalpensions.com Favicon

mdpi.com

Articles

Investment Week unveils nominees for Women in Investment Awards 2025

3 weeks ago | investmentweek.co.uk | Katrina Lloyd

We were pleased to receive a huge number of nominations this year from across the industry for 840 individual nominees who are making an impact at team, firm or industry level. Categories for the Women in Investment Awards 2025 for individuals include: Rising Star, Unsung Hero, Distribution Woman of the Year, Fund Selector of the Year, Wealth Manager of the Year, Most Inspiring Returner of the Year and Mentor of the Year.
Woodford 4.0: Why he must leave retail investors out of latest comeback plan

4 weeks ago | investmentweek.co.uk | Katrina Lloyd

To be honest, over the past six years, it seems like he never really left: his investors are still suffering from the significant financial fallout of the collapse of his funds; the industry is still feeling the impact of the Woodford 'legacy'; and there has been comeback after comeback story as he desperately tries to find a way back in.
Franklin Templeton CEO Jenny Johnson on ‘the three Cs’ of takeovers, 'agentic' AI and alternatives

1 month ago | investmentweek.co.uk | Katrina Lloyd

In a baptism of fire, Johnson took over as CEO of asset management giant Franklin Templeton in February 2020, on the eve of Covid-19 lockdowns around the world. At the same time as leading the business through a global pandemic, five days after Johnson took on the top job, the group also announced the largest and most significant acquisition in its history: the takeover of Legg Mason to create a $1.5trn asset manager.
Funds to Watch panel: Fund selection leaders on manager turnover, boutiques and SDR

1 month ago | investmentweek.co.uk | Katrina Lloyd

Richard Rainback, global head of ETF & fund selection at EFGAM, highlighted the most common issue for his team is dealing with the high level of fund manager turnover in the market, which has been especially noticeable since 2020. "In the last year, 15% - 20% of our funds have had the co-lead or lead manager depart, compared to 5% around seven or eight years ago. Every day in the news you are seeing somebody else leave," he noted.
Enter now for IW Sustainable Investment Awards 2025

1 month ago | investmentweek.co.uk | Katrina Lloyd

Now in their 19th year, these awards are intended to honour asset managers, research & ratings teams, wealth managers, fund selectors, service providers, consultancies and individuals who have a key part to play in the evolution of sustainable investing. At a time of regulatory upheaval and greater scrutiny than ever before on sustainable investing, these awards have an important part to play in identifying leaders and best practice in this rapidly evolving area.
Fund Manager Awards: Enter new categories for Technology, Marketing & PR, Consultancy & Legal firms supporting asset and wealth sector

1 month ago | investmentweek.co.uk | Katrina Lloyd

The new categories are: Technology Partner of the Year (Asset and Wealth Management); Marketing and PR Partner of the Year (Asset and Wealth Management) and Consultancy/Legal Partner of the Year (Asset and Wealth Management). We will announce the winners at a special 30th Anniversary celebration of the Fund Manager of the Year Awards on 19 June at the Marriott Grosvenor House Hotel in London, which will be attended by asset and wealth management groups from across the industry.
Investment Week reveals finalists for Fund Manager of the Year Awards 2025

2 months ago | investmentweek.co.uk | Katrina Lloyd

A flagship event for the investment industry for three decades, the Investment Week Fund Manager of the Year Awards honour fund managers who have demonstrated consistently strong performance for investors. We will announce the winners at a special 30th Anniversary celebration of the awards on 19 June at the Marriott Grosvenor House Hotel in London. Our fund awards shortlists are constructed using data provided by our partner, Morningstar (see methodology below).
Friday Briefing: The role of individuals in ‘accelerating action’

2 months ago | investmentweek.co.uk | Katrina Lloyd

As chair of the judging panel for a number of years, it provided an opportunity for me to reflect on the shifting industry landscape since our first awards but also the important role for individuals in contributing to what happens next and accelerating the pace of change. When we launched the awards back in 2017 in a small venue near Aldwych, we were unsure how they would be received.
Nominate now for Investment Week Women in Investment Awards 2025

2 months ago | investmentweek.co.uk | Katrina Lloyd

Now in their ninth year, the Women in Investment Awards continue to play an important role in helping accelerate the pace of change towards a more diverse and inclusive investment industry. Our awards not only honour the inspiring achievements of women across all parts of the investment industry, they also help shape the discussion around how we can improve DEI within the sector.
Concentration risk, consolidation and ‘reframing’ the active debate

2 months ago | investmentweek.co.uk | Katrina Lloyd

Tackling portfolio concentration risk has been a key discussion point for wealth managers and their clients at the start of 2025, after a year driven by returns from the ‘Magnificent Seven'. M&G head of wholesale Alex Matcham observes it is "quite challenging for people running money right now" as the US makes up around 70% of the MSCI World index, requiring active calls around relative positioning.