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Insights: Asset Allocation & Strategy Insights

Ken Marshman

Marshman Concerned About Direction of Investing

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Looking in the rear view mirror

Year in Review – 2022

Asset Allocation & Strategy, Editorial

Looking back on the year that was, we review which topics resonated most with our readers and podcast listeners

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Georgina Dudley, CEO of JANA

Future Growth at JANA

Appointment, Asset Allocation & Strategy, Leadership & Management, Women in Finance

Georgina Dudley has recently taken the reins at JANA as Chief Executive Officer. In this article, we speak to Dudley about her time with the asset consultancy firm and where future growth might come fro

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John Lucey, CIO of Resolution Life Australasia

Resolution Life Australasia Builds Multi-manager Model

Asset Allocation & Strategy, Chief Investment Officers, Insurance

Resolution Life’s CIO for Australasia has been given the task to build an investment function and move away from a single manager model. We speak to John Lucey about the process

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Stephen Gilmore

NZ Super Moves to Low Carbon Benchmarks

Asset Allocation & Strategy, Asset Owners, Equities, ESG

NZ Super has changed the benchmark for its equities allocation in the reference portfolio to a low carbon index

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Sally Auld, Chief Investment Officer, JBWere

JBWere Sees Shorter Cycles and Higher Volatility

Asset Allocation & Strategy, Chief Investment Officers, Leadership & Management, Private Wealth, Women in Finance

Sally Auld joined JBWere as CIO in the midst of the pandemic. We discussed how she has adjusted the asset allocation to cope with increased volatility and the turmoil that is yet to come

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Joey Moloney, Senior Associate, The Grattan Institute

Grattan Institute Supports Performance Test

Asset Allocation & Strategy, Risk and Regulation

The Grattan Institute has thrown its support behind the Your Future, Your Super performance test and although it sees room for improvement the think tank calls for the test to be retained

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Serene Tan is the Head of Investment for Sun Venture

The Art of Asset Allocation

Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance

Strategic Asset allocation is at the heart of investment firm Sun Venture’s investment strategy, but before you set an SAA you need to understand the purpose, investment objectives and the drivers of the portfolio, Serene Tan says.

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Michael Weinberg, Adjunct Professor of Finance and Economics at Columbia Business School

The Endowment Model and Innovation

Asset Allocation & Strategy, Innovation

The endowment model is one of the most celebrated investment models among institutional investors, but if you replicated what David Swensen was doing at Yale today, would it still work? Perhaps we shouldn’t look at the strategies Swenson implemented, but at his willingness to try lesser-known, innovative investments

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Andrew Lill, CIO of Rest

REST CIO on Investment Review

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers

Rest has overhauled its investment and governance model, moving to a model with a single investment function. We speak with CIO Andrew Lill about the implications for the portfolio and the investment team.

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Lunch: Australian Public Equity Market In Decline?

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[i3] Asset Allocation Forum 2025 | Investment Innovation Institute

Asset Allocation Forum 2025

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[i3] Investment Strategy Forum | Investment Innovation Institute

Investment Strategy Forum 2025

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