October 23, 2017 - October 25, 2017 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

Gain insights from performance thought leaders & brainstorming on best practices in the performance measurement space.

24th October 2017 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.


  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC , Eagle Investment Systems (UK)
  • The problem with a one dimensional analysis
  • The critical importance of synthetic income
  • The simple five step approach to a universal solution


  • Carl Bacon, CIPM, Non-Executive Chairman at StatPro, UK
  • Performance Analytics has evolved considerably over the last few decades.
  • Increasingly complex investment strategies, sophisticated client demands and regulatory burdens has meant an explosion of new systems and data.
  • On top of this, funds are under intense pressure to control costs, lower fees and distinguish themselves in a packed field.
  • We take a look at some of the current issues facing our clients and the solutions they’re employing to address the future state of Performance Analysis.


  • Michael Dawson, Vice President, Analytics Manager Australia & NZ, FactSet
  • Celeste Carls, VP Product Specialist at BISAM, a FactSet Company

Refreshments and Networking opportunity for participants.

  • What is a model portfolio?
  • What prompted the call for standards?
  • Suggested best practices


  • Ambika D’Souza, CIPM, PMP, Vice President, Global Head of GIPS®, State Street Global Advisors

How successful has the technology platforms been so far at meeting the needs of end-users?

  • Where and why are the vendors winning and losing the game with competitors
  • How performance analytics software has evolved and continues to evolve
  • The future for performance analytics technology
  • What new challenges have emerged?
  • Do we need standards or guidelines to provide more uniformity in attribution methodologies?


  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, QSuper

Panel Members:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC
  • Eric Lapham, Senior Vice President Global Head of Sales, State Street Global Exchange

Effective data management for performance analysis & making the most of your data in the face of increasing cost.

  • Why is high-data quality so integral to performance and risk teams? What negative outcomes could result from poor data?
  • What efforts are being made to consolidate market data cost as prices from vendors continue to rise?
  • Working with your internal data and technology teams to extract the greatest value from your data
  • How could a well-designed data warehouse support the performance & risk teams?


  • Eric Lapham, Senior Vice President Global Head of Sales, State Street Global Exchange

Lunch and Networking opportunity for participants.

  • Active Share was introduced by Cremers and Petajisto in 2009 and has become very popular within funds management industry.
  • Being a simple, natural measure of “activeness” for equity managers, its popularity is mostly linked to the – still debated – proposition that higher Active Share leads to better performance.
  • In this presentation, we will demonstrate that, regardless of its performance predictive powers, Active Share is a valuable portfolio analysis and construction tool.
  • By attributing Active Share to the sources of risk, we will gain an insight into managers’ positions and process.
  • We then will extend our approach to multi-manager portfolios and will quantify what happens to Active Share once you combine several active managers together. This may be particularly useful when you consider firing a manager and/or adding a new manager from a list of candidates.


  • Simon Elimelakh, CFA , Head of Investment Risk, NAB Asset Management
  • The MDUF has been developed jointly by a panel of academics and industry professionals to assist superannuation fund trustees and others develop appropriate retirement products
  • This session provides detailed insights and case studies into the balance between income, flexibility and risk management for retirement products
  • The Treasury’s CIPR discussion paper signals a shot across the bow of the superannuation industry to focus more on three dimensions (income, flexibility and risk management) of retirement outcome


  • Estelle Liu, AIAA Quantitative Analyst, Mine Wealth + Wellbeing

How to get ready to become GIPS compliant. Should Australian organisations implement GIPS?

  • Why is the Australian industry reluctant to embrace GIPS
  • Why has it been so well received in overseas countries?
  • Who has got it right and why?
  • Is GIPS relevant in all geographies?
  • Should Australian organisations implement GIPS?
  • What needs to happen for Australian organisations to embrace GIPS?


  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC

Panel Members:

  • David D. Spaulding, Dps, Cipm, Md, The Spaulding Group (USA)
  • Ambika D’souza, CIPM, PMP, Vice President, Global Head of GIPS®, State Street Global Advisors
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • One Hour Cocktail Reception

Attendee Information


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Upcoming Events

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