Kathleen McCarthy: Tailwinds and headwinds: Navigating real estate post-Covid
This session compares and contrast the overarching themes affecting global real estate and how investors may seek to adjust their strategy?
Managing the Portfolio Challenges within Real Estate
This session covers the asset owners’ learnings as they dealt with the lack of liquidity in unlisted fund structures, the volatility of public and private valuations, obstacles with due diligence and an impending challenge of benchmarking performance.
Property value dislocations push allocators into unfamiliar territories
Aware Super is being more direct in its real assets investment strategy, a new approach that coincides with unique conditions for deal execution, a panel of asset allocators have discussed.
IOOF touts advantage on direct to customer strategy
IOOF CEO Renato Mota described the direct to customer channel as the “third pillar” of member engagement likely to emerge in light of government reforms next to workplace arrangements and financial adviser referrals.
Chris West on thinking about risk outside the box
Peer risk, fee constraints, and overall career risk are all factors weighing heavily on the minds of individuals on investment teams at super funds, the former WA Super CIO said.
Super system disadvantages middle income earners: Mercer’s David Knox
A universal pension scheme could result in “taking some off the top” by essentially removing or tapering tax concessions for higher income earners and redistributing these savings to middle income earners, Mercer’s David Knox highlighted.
Sovereign wealth funds will change digital economy: Winston Ma
The world’s sovereign wealth funds are using their combined $30 trillion war chest to build in-house teams and become more active investors in infrastructure, communications and the tech sector. Multiple mandates are becoming the norm according to Winston Ma, with strategic development goals as important as investment returns.
Aussie super funds 4th most transparent, new benchmark finds
Across the globe the transparency of disclosure varied greatly, both between countries and between funds across all the factors that were measured. In some instances there are wild variances between the best and worst performers, the new benchmark reflects.
Inalytics’s Rick di Mascio on identifying manager skill
The crisis has accelerated the industry’s adoption of technology for manager due diligence an area where it has traditionally lagged, according to founder of Inalytics Rick di Mascio who after 30 years in the job knows how to identify manager skill.
Block’s big trade: Inside Australian Catholic’s March 2020 bet
The Australian Catholic CIO used all his discretion to maintain an underweight position in risk assets before recommending a deployment of cash into equities and credit in what turned out to be the most valuable superannuation fund trade of 2020, Matthew Smith writes.
‘We were never in a liquidity situation’: HostPlus
The $50 billion fund’s deputy CIO – brought onto the panel to replace a sick Sam Sicilia – said the fund had enough liquidity amidst the early release scheme to manage “well beyond even the worst scenario we could imagine”.
