The Equity & Equities Alternatives Forum was held at the Hilton South Wharf Hotel in Melbourne on 29 and 30 March 2017. With bond yields rising and the promise by the US Federal Reserve of a more aggressive stance towards the longer-term outlook for rates, we are arguably at an inflection point.These moments in time […]

The 3rd annual Portfolio Construction Masterclass was held at the Waipuna Hotel & Conference Centre in Auckland, New Zealand, from 27 February to 1 March 2017. Delegates from pension and sovereign wealth funds in the Pacific Island region discussed investment issues and exchanged ideas on best practice in implementation.

During 2016, the [i3] Luncheon series looked at a wide range of issues, including potential stranded assets, behavioural finance, global economics and new approaches to insurance investment portfolios.

The Asset Management Leadership Roundtable was held at the Melbourne Marriott Hotel on 30 November 2016. In this roundtable, we looked beyond the binary and delved deeper into trends that might shape the future of the industry. We covered the implications for manager mandates and relationships of the continuing trend of in-sourcing and internal team […]

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 […]