Our history

The Investment Innovation Institute [i3] was established in 2012 by Teik Heng Tan. The Institute initially launched three educational programs for Australian superannuation funds and insurance companies, with a focus on investment strategy and governance.

In recent years, it has added programs for Asian investors, staging forums in China, Hong Kong and Singapore. A portfolio construction stream for pension and sovereign wealth funds in the Pacific island region was subsequently developed, hosted in Fiji and New Zealand.

In addition, [i3] runs asset class-specific forums for equities, alternatives and fixed income professionals. The [i3] Luncheon series, featuring thought-provoking academics and practitioners, has proved to be immensely popular too.

In 2016, experienced editor and investment journalist Wouter Klijn joined the Institute and launched an educational publication, [i3] Insights, to complement the various programs of [i3]. The publication addresses strategic investment issues, highlights innovative approaches to asset management and features relevant academic research.

The publication consists of a dedicated website and monthly commentary for subscribers. It features exclusive interviews with some of the leading figures in the industry worldwide and by sharing their ideas we aim to facilitate informed discussions among peers and improve common practices within the industry.

[i3] now operates a membership-style model to house a regular series of events and activities, further enhancing peer-to-peer engagement and knowledge sharing for the investment community.

Our business

The Investment Innovation Institute [i3] is a leading provider of educational forums and editorial content for the institutional investment community, with particular focus on sovereign, pension, endowment and insurance funds management.

[i3] seeks to challenge traditional paradigms in institutional investing, inspire new thinking and instigate change.

The [i3] Forums comprise interactive dialogues, ideas exchange and peer-to-peer networking, creating an environment for investors to revisit fundamental beliefs, challenge existing norms, as well as embrace new ideas.

To enhance the educational outreach, [i3] Insights was launched in March 2016. It consists of a dedicated portal (www.i3-invest.com/insights/) and a monthly email commentary to investors mainly in the Asia-Pacific region, but increasingly in North America, Europe and the Middle East.

The monthly bulletin focuses on the dissemination of ideas relating to investment strategy, asset allocation, implementation practices and governance.

Through the forums and editorial, [i3] provides an independent platform for investors to be kept abreast of global thought leadership, academic research and best practices.


Transforming | Institutional | Investments