[i3] Investment Strategy Forum 2023

The 11th annual [i3] Investment Strategy Forum was held on 11 and 12 May at the RAVC in Torquay, Victoria. Institutional investors gathered from all over Australia, New Zealand and the Pacific.

In this forum, we discussed how the impending recession, inflation volatility and the inefficacy of the stock/bond correlation have caused investors to ponder about the re-configuration of their portfolios.

With competing priorities, Chief Investment Officers and portfolio strategists need to consider how to allocate the limited resources to optimise investment outcomes.

The Future Fund, Australia’s sovereign fund, recently published a position paper on ‘The Death of the Traditional Portfolio Construction’, signalling the new investment regime.

At this annual Investment Strategy Forum, we addressed these critical issues in the context of how institutions invest for the long term.