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 […]

The [i3] Insurance Investment Forum was held on 16 June 2021 at the InterContinental in Double Bay. In its ninth year, the forum focused on the impact of the global pandemic on investment portfolios, regulations, and the low yield environment.  The forum featured both in-person and virtual presentations from guest speakers around the world. At […]

The [i3] Investment Strategy Forum was held on 6 and 7 May, 2021 at the RACV in Torquay, Victoria. Featuring speakers in person and virtually, the program covered a wide range of topics, including investing during the pandemic, net zero portfolios and internalisation. We also debated the merits of dynamic asset allocation, using our usual […]

Under the backdrop of the recovery from the pandemic, the [i3] Equities & Equity Alternatives Forum kick-started our journey back to in-person events. There was certainly no shortage of issues to be covered, including the value vs growth debate, China and emerging markets, ESG, role of small caps, portfolio protection, as well as the unintended […]