Fiduciary Investors Symposium - Investment Magazine

The agenda is themed around 'A fresh focus on members, asset allocation and investment teams'. More speakers will be announced.

Agenda

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Transfers - Melbourne Airport and Melbourne CBD to Healesville

12:00pm - 12:30pm

Lunch and registration

12:30pm - 12:35pm

Welcome

12:35pm - 1:15pm

Opening fireside chat with CIO Sam Sicilia, Hostplus

Aleks Vickovich

Editor-in-chief, Conexus Financial

1:15pm - 2:00pm

Working with words - Why clear and concise member communication matters

Members – talking about what they like about the investment comms from their fund and what they’d like to see.

Danielle Murrie

Chief member and growth officer, Unisuper

Chair

Julia Newbould

Managing editor, Conexus Financial

2:00pm - 2:15pm

Ted Talk: Your future, your super - our problem. YFYS - another year on…

Has the dust settled – captures view that not effective, and where may it go… case study of adoption and adjustment?

David Bell

Executive director, The Conexus Institute

2:15pm - 2:40pm

Afternoon tea

2:40pm - 3:25pm

The investment implications of sustainability integration for passive index investors

Frank Wirds

Director of sustainable index solutions, Robeco

Chair

David Bell

Executive director, The Conexus Institute

3:25pm - 4:10pm

Active Ownership of equities to drive impact and value

While politicians around the world, especially in the US, debate the merits of environmental, social and governance frameworks, consensus in the investment world is shifting behind active ownership of companies over divestment. Asset owners are increasingly leaning into engagement, either directly or via proxy advisers and specialist external managers. A successful activist strategy can assist in achieving desired impact or net zero commitments, but also in turning portfolio companies into more productive, professional and yield-producing assets.