Paul Newfield, David Surridge, Dania Zinurova: Re-evaluation, rebalancing, and implementation: gaining an edge from the crisis

[vc_empty_space]The recent market volatility has funds reviewing their investment processes and strategy. In this session, panelists will discuss whether it is best for a fund to structurally change the strategic asset allocation or to make tactical bets to generate alpha. The session will also explore investment ideas from advice to implementation.

Speakers

  • Paul Newfield, director of sector research, Frontier Advisors
  • David Surridge, senior consultant, JANA
  • Dania Zinurova, director of manager research Australia, Willis Towers Watson
  • Moderator: Alex Proimos, head of institutional content, Investment Magazine

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The ‘brutal pursuit’ that shaped Aware Super’s new CIO

The new chief investment officer of the $230 billion Aware Super expects that the fund will be around for the next 100 years. To make sure it keeps delivering for members, he’s optimising the work already done to build its portfolio, thinking hard about the best way to access assets, and embracing the risk management lessons he first learned as a trader for Chemical Bank.

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