The inaugural Fixed Income, Credit & Currency program was held at the Sheraton on the Park in Sydney on 22 November 2016. In a world where negative interest rates are becoming increasingly commonplace, we were forced to evaluated the role of bonds. For many institutional investors, the reason to invest in them is diversification, after […]

The [i3] Global Investment Strategy Forum was held at Cyberport, Hong Kong on 13 and 14 October 2016. In its fourth year, the Forum continues to challenge institutional asset owners and investors to re-think portfolio strategy approaches for the long term. It was co-hosted with academic partner University of Chicago Booth School of Business (HK). […]

The [i3] Asset Allocation Forum 2016 was held at the RACV Hotel in Torquay, VIC, on 25 and 26 August 2016. At this Forum, we discussed how the perfect storm of exceptionally low returns, increased risk levels and diminished diversification opportunities challenged all investors. This uncertainty was further exacerbated by the divergence of global monetary […]

The [i3] Insurance Investment Roundtable was held at the Sheraton on the Park in Sydney on 7 June 2016.  In this new era of continued uncertainty in markets and economies, significant headwinds await. As such, conventional asset/liability management methods may not be as suitable. Market volatility, changing correlations in stress events, weather patterns, changing insurer’s […]

The [i3] Investment Strategy Forum was held at the Crowne Plaza Hotel in Terrigal, NSW, on 5 and 6 May 2016. The divergence of investment regimes, the search for yield and the rise of geopolitical tensions threaten the social fabric of the developed world. In this forum, we looked at how threatening these risk factors […]

The inaugural [i3] Equities Roundtable was held at the Sheraton on the Park in Sydney, NSW, on 22 March 2016. This roundtable adopted the theme “Myths, Biases and Anomalies”, to reflect the desire to explore some of these lesser understood issues that face equity investors and challenge some long-ingrained investment ideas.

The [i3] Global Investment Strategy Forum was held at The Singapore Resort & Spa Sentosa in Singapore on 19 and 20 October 2015. Uncertainty and volatility in the global environment remain unabated. Institutional investors have become more risk-aware and most have taken a more active stance towards asset allocation. As some explore passive versus active […]

The [i3] Global Investment Strategy Forum was held at The Singapore Resort & Spa Sentosa in Singapore on 16 and 17 October 2014. Are there innovative or superior models for asset allocation and portfolio construction? The Yale endowment model, Norwegian model, Canadian model etc – have received accolades at various times in academic literature and […]

The [i3] Global Investment Strategy Forum was held at The St. Regis Hotel in Beijing, China, from 14 to 16 October 2013. The global financial crisis has severely damaged the portfolios of many institutional investors and raised fundamental questions about the utility of basic asset allocation models, along with the general theoretical underpinnings of Modern […]