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Insights: Chief Investment Officers

Sue Brake and Stephen Gilmore Discuss Total Portfolio Approach

TPA is Hard, but Worthwhile

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Dan Farmer, Chief Investment Officer, MLC Asset Management (Insignia Financial) Photo by Eugene Hyland/The Photo Pitch

MLC Finds Solace in DAA During Geopolitical Turmoil

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers

In a year of geopolitical turmoil, MLC Asset Management has relied on dynamic asset allocation to hedge against some of the potentially devastating effects on investment portfolios. We speak to CIO Dan Farmer about examples of trades he implemented to mitigate these risks

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__________ [i3] Insights is the official educational bulletin of the Investment Innovation Institute [i3]. It covers major trends and innovations in institutional investing, providing independent and thought-provoking content about pension funds, insurance companies and sovereign wealth funds across the globe.

Deciding When to Apply AI – Managing Your Complexity Budget

Asset Owners, Chief Investment Officers, Innovation

Integrating AI successfully into an investment organisation requires clear vision of where to apply it and when to stop, State Super CIO says

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Teik Heng Tan, Executive Director, The Investment Innovation Institute [i3]

So You Want To Be A Chief Investment Officer?

Asset Owners, Chief Investment Officers, Editorial, Leadership & Management

The role and responsibilities of CIOs continue to change as funds become larger and the sector matures. Teik Heng Tan investigates the question whether they are still investment specialists first or have become more of a manager of investment teams

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Michael Clancy, CIO of Rest

Rest Appoints New CIO

Appointment, Asset Owners, Chief Investment Officers

The $93 billion superannuation fund Rest has appointed Michael Clancy as Chief Investment Officer

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Ian Patrick, Chief Investment Officer, Australian Retirement Trust.

ART CIO Ian Patrick on Equity Concentration, Internalisation & Merger

Asset Owners, Chief Investment Officers, Equities, Leadership & Management

We speak with ART CIO Ian Patrick about structural changes in global markets, the merits of strategic internalisation and the learnings from the merger

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The Triumph Of Hope Over Experience

Asset Allocation & Strategy, Chief Investment Officers, Opinion

Bellmont Securities CIO Michael Block weighs in on the passive vs active investment debate

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Michael Mi, Deputy Chief Investment Officer, NGS Super

NGS Sees Alpha in Mitigating Climate Risks

Asset Owners, Chief Investment Officers, Equities, ESG

It is often thought that addressing climate risks in investment portfolios comes at the cost of returns, but NGS Super’s Michael Mi says it has been a source of alpha for the fund since 2022

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Damian Graham, Chief Investment Officer, Aware Super

Aware Super CIO Steps Down

Appointment, Asset Owners, Chief Investment Officers

Aware Super CIO moves to Head of International role in London

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Ian Patrick, Chief Investment Officer, ART

ART Restructures Investment Team

Appointment, Asset Owners, Chief Investment Officers

ART has overhauled its investment operating model, creating a series of general manager roles, while two senior executive depart the superannuation fund

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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