YFYS Challenges: Sustainability, Capacity & Volatility 8 June 2022 10am AEST | Online Webinar How can superannuation funds find the right balance of active risk and return with ‘Your Future, Your Super’ (YFYS) while balancing the multiple objectives of sustainabiity integration, alpha generation and volatility management? View details
Buy and Hold: Role of Long-Term Private Capital 7 April 2022 10am AEST | Online Webinar At a time when institutional investors are increasingly turning to their private equity allocations to manage volatility and seek long-term returns, new long-dated private capital strategies are emerging as a new asset class. View details
Inflation Volatility & Portfolio Construction 15 March 2022 10am AEDT or 12pm NZDT | Online Webinar The return of inflation volatility represents the most challenging and significant paradigm shift in decades. Asset owners are going to have to look harder to find protection, as the last 20 years of optimisation will have to give way to resilience. View details
Fixed Income: Systematic Solutions for Lower Carbon 15 February 2022 10am AEDT or 12pm NZDT | Online Anywhere How can funds pursue a sustainable investment strategy and yet outperform the relevant benchmark? We explore how investors can employ a systematic fixed income approach to decarbonisation while optimising for alpha. View details
Insurance Investment Forum 2022 15 June 2022 Sydney NSW, Australia The annual forum for investment, finance, treasury and actuarial executives to discuss portfolio and ALM strategies impacting insurance funds. View details
FICC (Fixed Income, Credit, Currency) Forum 2022 16 June 2022 Sydney NSW, Australia Bonds have had an amazing bull run over the last 40 years, fuelled by falling interest rates and inflation. With inflationary pressures and tightening of monetary policies in the near horizon, have bonds fallen out of favour? Is there still a role for fixed income in investors’ portfolios? View details
Investment Strategy Forum 2022 5 May to 6 May 2022 RACV Torquay VIC As investors anticipate a world of lower expected return, heightened inflation, increased conflict and undue government interference, it is imperative to question whether traditional capital market assumptions and models continue to hold true. Like the wombat with its reinforced rump, what protection levers are available for deployment in a portfolio? View details
Alternatives Forum 2022 18 May 2022 Melbourne VIC, Australia The negative correlation between equities and bonds, which has served 60/40 portfolios so well for the past decade, is now questionable. The new investment regime, exacerbated by the pandemic, has somewhat diminished the defensive role of bonds. Is there an alternative to bonds, or so-called bond-substitutes? View details
Equities Forum 2022 17 May 2022 Melbourne VIC, Australia Strictly speaking the pandemic might not be a black swan, but it certainly has many characteristics of it from an equity investor perspective View details
Reconnect: Christmas Reception 2021 2 December 2021 Toppi Martin Place, NSW As restrictions ease and we emerge from the pandemic, the Investment Innovation Institute [i3] is delighted to host the annual Christmas Reception for members, clients and friends. View details