Fiduciary Investors Symposium Digital
Investing for the long term as a fiduciary is complicated, and never more so than the current environment where regulatory and economic paradigm shifts aim to mitigate the health risks posed by the coronavirus pandemic. This conference explores the significant changes present and anticipated as society experiences an unprecedented change in social behaviour, investor confidence and capital allocation.
Session recordingFiduciary Investors Symposium
Aiden Geysen, Damian Graham, Xavier O’Halloran, David, Bell: YFYS performance test: Will it benefit consumers?
The performance test is a highly controversial policy measure. Overall, will it benefit consumers or not? That is the question being explored by our panel who bring different perspectives.
Session recordingFiduciary Investors Symposium
Ricardo Scavazza: Further afield: Emerging markets and private equity
This session considers the risks associated with exploring the opportunity set offered by unlisted investments in the developing world.
Session recordingFiduciary Investors Symposium
Robert F. Smith: Software eating the world: private equity, disruption and digitisation of the economy
A discussion on the impact of technology and disruption in today’s economy.
Session recordingFiduciary Investors Symposium
Alan Marantz: Reading the future, statistical learning and risk management
In this session, we explore how to assess information relevance and how a statistical learning framework can guide asset allocators during periods of market stress.
Session recordingFiduciary Investors Symposium
Stephen Kotkin: Taiwan, geopolitical tension and China’s inevitable rise in indices
A presentation on China’s challenges as they seek to become a market economy but with the essence of a socialist system struggling with political, economic, social and cultural rights and interests.
Session recordingFiduciary Investors Symposium
Glenn Greenwald: The insurrection narrative, censored political speech and its aftermath
What becomes of a society where those who render themselves acquiescent and harmless are free from reprisal, but those who refuse this Orwellian bargain meet an unlimited almighty force?
Session recordingFiduciary Investors Symposium
Bev Durston, John Lucey: Paradigm shifts: Managing liquidity and risk management
The session considers asset allocation, alternatives, and risk management.
Session recordingFiduciary Investors Symposium
Andrew Parry: Market forces and activism: Best practice versus member pressure
An uncomfortable conversation as we discuss the activists that are lobbying the super funds to change their approach to investing in fossil fuel companies and managing the risk of climate change
Session recordingFiduciary Investors Symposium
Urs Ramseier: Climate change, weather modelling and insurance-linked securities
A delve into the processes underlying longer-term weather modelling, the pricing of risks associated with climate change and natural catastrophes
Session recordingFiduciary Investors Symposium
Jean-Charles Bertrand: Alternative risk premia: Overcoming the pain and suffering
A conversation on why alternative risk premia should form part of a strategic asset allocation despite the diversification properties being in question.
Session recordingFiduciary Investors Symposium
Benjamin Brodsky: A distinctive source of returns: The coming of age of scientific fixed income investing
A conversation about secular tailwinds in fixed income scientific investing, and how this systematic investment approach can address many of the challenges facing asset owners
Session recordingFiduciary Investors Symposium
Anthony Lawler: The evolution of quant, the systematic toolkit and its role in portfolio completion
A discussion on the increasing sophistication of asset owners and how systematic investing is a tool for portfolio completion and diversification.
Session recordingFiduciary Investors Symposium
Rick Di Mascio: Due diligence: embracing new managers in the new normal
A practical session on the changing nature of investment manager due diligence.
Session recordingFiduciary Investors Symposium
Emily Barlow, Paul Newfield: Consultant disruption: Self-reflections and projections
An open conversation on issues facing the superannuation industry including the financial markets, industry structure, regulation and the impact on investment models.
Session recordingFiduciary Investors Symposium
Tanya Branwhite, Mark Burgess: Investor fireside: The elements of portfolio construction
This interactive session explores the strategies and tactics of investors as we build back better post the pandemic.
Session recordingFiduciary Investors Symposium
Noah Weisenberger: Market dynamics and multi-asset: Playing defence and offence
An open discussion on what should be considered normal investing today with a market fueled by fiscal stimulus and monetary policy.
Session recordingFiduciary Investors Symposium
Allison Hill, Alice Mew, Kylie Willment: Portfolio update and outlook: Themes and implementation
This interactive session explores the opportunities and challenges with investing for the long-term in a changing world.
Session recordingFiduciary Investors Symposium
Darren Wills: Portfolio management: The bond market, liquidity and implementation
An exploration into the bond market dynamics pre- and post-pandemic and the parallel transition from monetary to fiscal dominance.
Session recordingFiduciary Investors Symposium
Crispin Murray: The consequences of COVID and the next game in equity investment
A look at the fundamental shift in the decades-old policy framework.
Session recordingFiduciary Investors Symposium
Bob Prince: Risk hedging: Overlays, currency and what remains of a defensive asset?
A conversation on the reimaging and redefining of defensive assets at a time when government bonds do not offer the expected tail protection.
Session recordingFiduciary Investors Symposium
Matt Stoller: Goliath: The 100-year war between monopoly power and democracy
A look at how concentrated financial power and consumerism transformed American politics, resulting in the emergence of populism and authoritarianism and the fall of the Democratic Party
videoInvestor profile
‘Coincidence of impacts’ marginalising 60/40 benchmark: State Super’s Pratt
The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.
Session recordingInvestment strategy
Investment Transition At TCorp – What Has The Journey Felt Like?
TCorp is nearly four years into a transformational journey toward a risk-based total portfolio approach. With very strong client alignment and without the need to give regard to peer portfolios or be subject to a material profit motive, TCorp has arguably higher ability to leverage several comparative advantages.
Session recording and slidesSustainability
The Next Frontier, Sustainable Developments Goals And The Asset Classes
Investors are increasingly looking at integrating sustainability considerations beyond equities. Historically, the integration of sustainability has referred to the application of data and ratings to the investment process. However, given the prominence of the SDGs and greater expectations of the members, what should a deeper level of integration incorporate?
Session recordingSustainability
Core Impact: Avoiding The Greenwash Bubble
As ESG integration gains prominence investors are discerning on greenwashing. While the popular ESG narrative has virtuous intentions in many cases it falls short as exposure to the highly priced FAANGS dominates the portfolio.
Session recording and slidesInvestment strategy
Your Future, Your Super: An Interactive Session
The Your Future Your Super (YFYS) reforms will re-shape the superannuation industry from a structural, investment and outcomes perspective. In this digital break-out session the investment community comes together in a safe environment to discuss their views on YFYS.
Session recordingInvestor profile
Transitioning From CIO To CEO: Roles And Responsibilities
The pandemic has accelerated the speed of change, and investors need to respond. Alongside the investment market challenges and opportunities, investors will need to contend with four key themes, purpose, adapting to change, regulatory policy, mobility and culture.
Session recordingInnovation
Volatility, Anxiety And Amplifying Mental Fitness
The impact of the pandemic both on financial markets and individuals has been immense. The issue of mental health and anxiety is a societal problem amplified by COVID-19 that requires collaboration by super funds, insurers and employers. What training and resources are available to reduce the stigma of mental health and improve workplaces?
Session recording and slidesInnovation
Innovation, Collaborative Disruption And Diversifying The Economic Base
As the global community reimagines a world post the pandemic there are many new catalysts for innovation - across all aspects of our lives. This session uncovers the characteristics of disrupters, how they collaborate and access capital to spawn future industries and companies that will be both profitable and sustainable in the new world order.
Session recording and slidesReal estate
Real Estate Resilience, Data-Driven Models And Valuations
The impact of the pandemic on real estate has had a great shock on many sectors. The financial stress has already started to shift from tenants to property owners and their lenders. How people work, live, and play has likely changed forever.
Session recordingInvestment operations
Quantifying E, S And G And Observed Stock Return Predictability
Applying materiality to ESG ratings can improve the accuracy for forecasting returns. What are the data challenges of quantifying ESG and determining materiality?
Session recordingInvestment strategy
Redefining Defensive During Irrational Exuberance
The omnipotent central bank narrative has taken hold. Is this a permanent feature of the investing environment where fundamentals, like economic growth, inflation and real interest rates no longer matter?
Session recordingInvestment strategy
Investment Strategy, Tilting And The Reference Portfolio At NZ Super
This fireside chat will be a wide-ranging discussion. Investment beliefs are a core part of an investor’s active strategy. Testing those beliefs by way of a reference portfolio is one approach to judge skill.
Session recordingGeopolitics
Lessons In Consolidating Portfolios In The UK Local Government Pension Scheme
Market dynamics have led to increasing levels of fund consolidation. The process of consolidation is highly time consuming and requires a lot of decision-making. What are the key areas that an investor needs to consider as part of this process?
Session recordingCredit
Market Dynamics And The Evolving Private Credit Landscape
The timing and the shape of the recovery post the pandemic remains uncertain. However, private debt offers an essential source of liquidity and long-term finance as banks continue to exhibit low-risk appetite.
Session recordingInvestment strategy
After The Free Lunch: The Next Drivers Of Investment Success
The 60/40 benchmark portfolio is 35 years old. Its prominence culminates with the longest decrease in interest rates. How do investors need to reframe the way that they look at portfolios today?
Session recordingInvestment strategy
Breakout Session: Monitoring And Refreshing Due Diligence On New And Existing Managers
The cloud of COVID has transformed the due diligence process. What are the observations to date from the asset owners and the consultants during this period?
Session recordingInvestment strategy
Blending Art And Fundamentals In Total Portfolio Management Approach
There are many reasons why TPA is superior to a SAA. But the TPA portfolio construction process requires decisions to ensure that the governance, people and investment model line up with organisation effectiveness.
Session recordingInvestment strategy
Winner Takes All: Capitalism, Growth And The Bifurcation Of Equities
Don’t be evil. Today, seven large technology companies have market dominance, and mutually reinforcing factors make it almost impossible to displace them. How does this impact investor decision-making, particularly given their weighting in equity indices, and innovation?
Session recordingGeopolitics
Central Banks, The Fourth Turning and the Endpoint
The US stock market has returned to its previous highs. But has the economy been pushed beyond breaking point in the process?