Complimentary transfer service

In this fireside chat, we will hear how the Future Fund:

• ensures an organisational structure consistent with investment opportunities
• stays nimble and efficient as part of a growing collaborative team
• uses technology and risk insights to improve their investment process

In this panel session, we will hear how investors are:

• evaluating the dichotomy between sentiment and economic reality
• deconstructing unconventional politics, diverging central bank monetary policy and volatility
• factoring in return expectations, liquidity and hidden risks in a new market regime.

In this panel session, we will discuss:

• decoupling of world markets, the impact of trade wars, the narrative and fundamentals
• repercussions of tightening global monetary policy and a stronger US dollar
• threats of contagion, idiosyncratic investment catalysts and opportunities.

In this panel session, we will explore how investors are:

• managing risk and ensuring their profile of risk remains constant through time
• using technology to integrate data science into asset management
• taking a leap of faith in terms of expected correlations, diversification and portfolio theory.

In this session, we will take a critical look at the private credit markets:

• Are we at a tipping point in private credit as investors look beyond sponsor-led lending?
• As monetary policy tightens and the business cycle ages, how should investors consider the volatility, liquidity and credit risk vis-a-vis returns?
• Should investors view private credit as a tactical or strategic asset allocation?

In this panel session, we will investigate:

• new investment strategies for income in a low-yield environment
• the role of private debt, infrastructure, real estate and authorised deposit taking institutions
• suitable implementation options for providing CIPR/MyRetirement solutions.

In this session, we will discuss the future of energy, in particular:

• sensible ways to transition from traditional energy to clean energy infrastructure
• renewable energy investment feasibility locally and internationally
• new developments in bio mass and landfill gas, anaerobic digestion, and mapping to ESG.

In this session, we will learn about:

• the impact of societal change on single-use and multipurpose real estate
• technological improvements, AI and the integration of new design
• new building energy ratings, sustainability requirements and climate change considerations.

PAPERS

The technology frontier

In this panel session, we delve into the issues affecting the super industry, such as:

• cultural mishaps, behavioural biases, and the role of greater transparency and regulation
• social contracts and the political war between industry and retail funds
• what best-in-class looks like and predictions for the superannuation industry’s future.

PAPERS

8 Myths about super fund member engagement
A very simple thing some investment professionals are not doing
Conflicts of interest - just another bias?
The human psychology at the centre of the CBA machine
The psychology behind why some client-centric strategies don’t translate into good client outcomes

In this confronting Q&A session, we will seek to answer the following:

• What is defined as a balanced fund; how are they constructed and measured?
• What are the hidden governance challenges of internalisation?
• Is a super fund a principal or an agent – are super funds inherently conflicted?

Complimentary transfer service to and from the venue

The Asset Owners Forum

As part of our Fiduciary Investors Symposium, we offer an asset owner-only breakfast led by a senior member of the industry. This forum is designed to give all participants an opportunity to share issues, concerns and challenges they face in their roles, their organisations and within the broader industry. The objective is to provide an unrestricted setting that encourages the sharing of experiences to foster industry best practice to the ultimate benefit of the members. The forum strictly adheres to the Chatham House Rule and attendance is open to asset owners only.

In this panel session, we delve into investor concerns around market microstructure such as:

• the dangers hiding among the new investment trends and innovations
• the role of minimum volatility, risk parity, risk neutrality, short VIX and ETFs in systemic risk
• suboptimal outcomes, liquidity risks, portfolio construction and return convexity.

PAPERS

Equities riding on fear not fundamentals

In this panel session, we will delve into:

• the success of reorientating teams from asset class-specific to a total portfolio approach
• positioning for investment strategies via strategic asset allocation and dynamic tilts
• strategies for crisis offsets, uncorrelated return streams, derivatives and commodities.

In this panel session, we will discuss:

• the trade-offs between the costs and benefits of fund internalisation
• areas for internalising research and curating innovation for improved strategic decisions
• deeper manager relationships, capacity constraints and alignment with outcomes.

In this panel session, we revisit the fiduciary relationship and cover:

• the importance of understanding your member and your proximity to the customer
• your fund’s competitive advantage and the self-defeating effects of peer awareness
• benchmarking and the role of collaboration in the industry.

In this panel session, we will seek to identify ways to:

• make best-practice governance consistent with an evolving investment opportunity set
• increase the effectiveness of investment committees, delegation and board reporting
• ensure more good decisions and provide the framework for disrupting processes.

In this fireside chat, an international asset owner will discuss its:

• investment framework, scenario planning and research priorities
• organisational structure, implementation approaches, fees and incentives
• approach to implementing an objective-based strategic asset allocation.

PAPERS

Company information: The French Pension Reserve Fund

In this fireside chat, we will hear from an asset owner on its approach to:

• building a dynamic investment process and creating an edge in a world of noise
• the risks and opportunities within public markets and private markets
• applying lessons learnt to markets today and the impact of competitive pressures.

Complimentary transfer service

In this fireside chat, we will hear how the Future Fund:

• ensures an organisational structure consistent with investment opportunities
• stays nimble and efficient as part of a growing collaborative team
• uses technology and risk insights to improve their investment process

In this panel session, we will hear how investors are:

• evaluating the dichotomy between sentiment and economic reality
• deconstructing unconventional politics, diverging central bank monetary policy and volatility
• factoring in return expectations, liquidity and hidden risks in a new market regime.

In this panel session, we will discuss:

• decoupling of world markets, the impact of trade wars, the narrative and fundamentals
• repercussions of tightening global monetary policy and a stronger US dollar
• threats of contagion, idiosyncratic investment catalysts and opportunities.

In this panel session, we will explore how investors are:

• managing risk and ensuring their profile of risk remains constant through time
• using technology to integrate data science into asset management
• taking a leap of faith in terms of expected correlations, diversification and portfolio theory.

In this session, we will take a critical look at the private credit markets:

• Are we at a tipping point in private credit as investors look beyond sponsor-led lending?
• As monetary policy tightens and the business cycle ages, how should investors consider the volatility, liquidity and credit risk vis-a-vis returns?
• Should investors view private credit as a tactical or strategic asset allocation?

In this panel session, we will investigate:

• new investment strategies for income in a low-yield environment
• the role of private debt, infrastructure, real estate and authorised deposit taking institutions
• suitable implementation options for providing CIPR/MyRetirement solutions.

In this session, we will discuss the future of energy, in particular:

• sensible ways to transition from traditional energy to clean energy infrastructure
• renewable energy investment feasibility locally and internationally
• new developments in bio mass and landfill gas, anaerobic digestion, and mapping to ESG.

In this session, we will learn about:

• the impact of societal change on single-use and multipurpose real estate
• technological improvements, AI and the integration of new design
• new building energy ratings, sustainability requirements and climate change considerations.

PAPERS

The technology frontier

In this panel session, we delve into the issues affecting the super industry, such as:

• cultural mishaps, behavioural biases, and the role of greater transparency and regulation
• social contracts and the political war between industry and retail funds
• what best-in-class looks like and predictions for the superannuation industry’s future.

PAPERS

8 Myths about super fund member engagement
A very simple thing some investment professionals are not doing
Conflicts of interest - just another bias?
The human psychology at the centre of the CBA machine
The psychology behind why some client-centric strategies don’t translate into good client outcomes

In this confronting Q&A session, we will seek to answer the following:

• What is defined as a balanced fund; how are they constructed and measured?
• What are the hidden governance challenges of internalisation?
• Is a super fund a principal or an agent – are super funds inherently conflicted?

Complimentary transfer service to and from the venue

The Asset Owners Forum

As part of our Fiduciary Investors Symposium, we offer an asset owner-only breakfast led by a senior member of the industry. This forum is designed to give all participants an opportunity to share issues, concerns and challenges they face in their roles, their organisations and within the broader industry. The objective is to provide an unrestricted setting that encourages the sharing of experiences to foster industry best practice to the ultimate benefit of the members. The forum strictly adheres to the Chatham House Rule and attendance is open to asset owners only.

In this panel session, we delve into investor concerns around market microstructure such as:

• the dangers hiding among the new investment trends and innovations
• the role of minimum volatility, risk parity, risk neutrality, short VIX and ETFs in systemic risk
• suboptimal outcomes, liquidity risks, portfolio construction and return convexity.

PAPERS

Equities riding on fear not fundamentals

In this panel session, we will delve into:

• the success of reorientating teams from asset class-specific to a total portfolio approach
• positioning for investment strategies via strategic asset allocation and dynamic tilts
• strategies for crisis offsets, uncorrelated return streams, derivatives and commodities.

In this panel session, we will discuss:

• the trade-offs between the costs and benefits of fund internalisation
• areas for internalising research and curating innovation for improved strategic decisions
• deeper manager relationships, capacity constraints and alignment with outcomes.

In this panel session, we revisit the fiduciary relationship and cover:

• the importance of understanding your member and your proximity to the customer
• your fund’s competitive advantage and the self-defeating effects of peer awareness
• benchmarking and the role of collaboration in the industry.

In this panel session, we will seek to identify ways to:

• make best-practice governance consistent with an evolving investment opportunity set
• increase the effectiveness of investment committees, delegation and board reporting
• ensure more good decisions and provide the framework for disrupting processes.

In this fireside chat, an international asset owner will discuss its:

• investment framework, scenario planning and research priorities
• organisational structure, implementation approaches, fees and incentives
• approach to implementing an objective-based strategic asset allocation.

PAPERS

Company information: The French Pension Reserve Fund

In this fireside chat, we will hear from an asset owner on its approach to:

• building a dynamic investment process and creating an edge in a world of noise
• the risks and opportunities within public markets and private markets
• applying lessons learnt to markets today and the impact of competitive pressures.