The [i3] FICC (Fixed Income, Credit & Currency) Forum 2022 was held on 16 June at the Intercontinental Double Bay in NSW Participants reflected on rapidly rising rates, higher inflation and the increasing possibility of a recession. The ‘timely’ coincidence of the US Federal Reserve‘s 75 bps rate rise on the eve of this forum […]

The [i3] Insurance Investment Forum, now in its tenth year, was held on 15 June 2022 at the Intercontinental Double Bay in NSW. This is the annual forum for investment, finance, treasury and actuaries to discuss portfolio and ALM strategies impacting insurance funds. Speakers covered climate risks, higher inflation and building resilient portfolios in the […]

The Alternatives Forum was held on 18th May 2022 in Melbourne. With the diminishing role of bonds as an anchor and diversifier of equity risk, delegates explored the plethora of alternative investment strategies in the context of an uncertain and volatile investment regime. These include hedge funds and SPACs, private equity and crossover capital, private […]

The 7th annual Equities Forum was held on 17th May in Melbourne. Delegates discussed equities portfolio construction challenges in a post-pandemic world, which includes inflationary pressures, increased geopolitical conflicts and tightening monetary policies. Governance and regulation, particularly Your Future, Your Super, remain important for superannuation funds. More critically, energy transition and the journey to net […]

The [i3] Investment Strategy Forum 2022 was held on 5 and 6 May at the RACV Torquay. Participants discussed dynamic asset allocation, net zero, sustainability, inflation challenges and debated on the merits of underweighting US equities. We also celebrated our 10th year anniversary!

With the Retirement Income Covenant coming into effect on 1 July 2022, superannuation funds will be required to formulate, review regularly and give effect to a retirement income strategy. The [i3] Retirement Strategy Forum brought together investment, product development, actuarial and member experience executives to share how superannuation funds design and implement their retirement strategies, […]

Due to the coronavirus pandemic, the [i3] Global Property Forum 2021 was held on 9 March 2022 at the RACV in Melbourne. We welcomed guests from Sunsuper, now the Australian Retirement Trust, Hostplus, AustralianSuper, Frontier, Spirit Super and more. We discussed the COVID-19 pandemic, which certainly has caused disruption to the property sector, as well […]

The Investment Innovation Institute [i3] Christmas Reception 2021 was held on Thursday 2 December at restaurant Toppi on Martin Place in Sydney. It was great to see so many faces again at an in-person setting, after almost two years of lockdowns. Let’s make 2022 a cracker of a year!  

The [i3] Fixed Income, Credit & Currency Forum was held on 17 June 2021 at the Intercontinental Double Bay. Delegates discussed the role of government bonds in a low yield environment, the attraction of structured credit, emerging market debt and private credit, as well as the ‘Your Future, Your Super’ reforms. At this 6th annual […]