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 […]

Debates and interactive discussions form a core part of [i3] events, where we challenge traditional thinking and practices. And in the process of tossing up new ideas and perspectives, we have fun too! All part of the innovation journey…..

The [i3] Equities & Equity Alternatives Forum was held on 25 and 26 February 2020 at the Intercontinental in Double Bay. Participants discussed how various global transitions, including climate change, the digitisation of society and increasing scale of the domestic superannuation sector, impacts the construction of equity portfolios. Eduard van Gelderen, CIO of Canadian pension […]