Past Programs

The issues that equity investors face today are of a more granular nature than, for example, your traditional active versus passive debate. The rise of smart beta and factor-based strategies, the search for yield and the continuing divergence of economies all present opportunities and challenges.

The exponential growth of funds under management in the defined contribution system has transformed superannuation funds into significant players in the financial services industry. The choice regime has inevitably created a competitive landscape where these funds jostle for market share. More so than ever, member engagement, understanding of needs, profile segmentation – the key ingredients of corporate marketing – are brought to the fore of the fund’s growth strategy.

Uncertainty and volatility in the global environment remain unabated. Institutional investors have become more risk-aware and most have taken a more active stance towards asset allocation.

The perfect storm of exceptionally low returns, increased risk levels and diminished diversification opportunities await all investors. The uncertainty is further exacerbated by the divergence of global monetary policies in the major economies of US, European Union and Japan.

Insurers face the challenge of contemplating their existing business models and having to remain competitive and viable. Most insurance policies create predictable and often long-term liabilities, so intrinsically one could expect insurers to be ideal sources of long-term funding and a source of liquidity.

The effects of government intervention and regulation continue to reverberate in the global markets. Whispers of global recovery are often tempered with sporadic volatility forecasts, with geopolitical risk threatening to rear its ugly head.

The [i3] Portfolio Construction Masterclass will enable the global asset management community to impart knowledge and expertise particularly to senior executives of the various provident/pension/sovereign/trust funds in the Pacific Rim/Oceania/South & South-East Asian region.