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4th ANNUAL ASSET ALLOCATION ANDPERFORMANCE MANAGEMENT 2020 ONLINE CONFERENCE
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About Online Conference
This mini-conference provides valuable insights into asset allocation strategies including life cycle products, the use of derivatives in asset allocations and the perennial debate of active versus passive strategies.
Topics Covered:
  • Asset allocation lessons learned during COVID-19
  • Asset allocation for life cycle strategies
  • Considering the balance between active and passive equity allocations
  • The optimum allocation to active or passive
  • The different role of long duration and short duration fixed income in lifecycle strategies
  • Asset allocations for superannuation default member options
  • The use of derivatives for rebalancing
  • Floating versus static asset allocation benchmarks
  • The value of a “Reference” portfolio in performance attribution
  • Attribution of risk and return in asset allocation decisions
  • Alternative approaches to the use of rebalancing derivatives at an option level
  • Matching derivatives to physical asset performance for global equities fixed income durations and other considerations
  • Has the use of derivatives contributed to investment risk in volatile markets?
  • The growing interest in low cost, passive superannuation fund member options
Who Should Attend:

Asset Allocations heads and managers, CIOS, Investment strategists and senior portfolio managers from Super funds, Insurance funds, Banks; independent financial advisers, private wealth advisers,fund managers, charities and foundation organisations, legal and tax advisers, economists, financial behaviour specialists, university department heads, researchers,analysts and media commentators,as well as other key industry stakeholders

THIS IS AN ONLINE EVENT
If you cannot make it to the live Online Conference, we can send you the recorded session after the event.

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Asset Allocation & Performance Management 2020 Schedule
Learn schedule, program and topics of the 4th Annual Asset Allocation & Performance Management 2020 .
  • The role of unlisted assets in the late stages of a lifecycle
    strategy. Higher or lower allocation?
  • The paradox of lower volatility potentially leading to
    higher risk for long term investors
  • The different role of long duration and short duration
    fixed income in lifecycle strategies
  • Different methods to define life cycle member cohorts
  • Criteria in determining asset allocations for each cohort
  • The optimum allocation to active or passive
  • The minimum allocation to active managers required to
    “keep them honest”
  • Is a 100% passive strategy in the long term best interests
    of superannuation fund members
  • Are in house equities teams better suited to passive or
    active investments
  • The impact of tax in choosing between active and passive
  • Differentiating the role of the asset consultant and the CIO
    in determining the active/passive mix
  • The definition of “Growth” and “Defensive” assets. The pros and cons of a more prescriptive definition
  • What a more prescriptive definition might look like
  • The major differences between industry, retail and SMSF asset allocations. Who has got it right or are they all wrong?
  • The risks and rewards of a 100% allocation to growth assets over a superannuation fund’s members over their lifetime
  • The default asset allocation “herd mentality”. Are super funds too cautious to move away from the pack?
  • Currency allocations. The “magic number” for overseas currency exposure and why
  • Derivatives at a member option level versus using the
    default option as the “banker”. Comparing cost, speed and
    precision
  • Matching derivatives to physical asset performance for
    global equities fixed income durations and other considerations
  • Alternative approaches to the use of rebalancing derivatives at an option level
  • Timing of trades and the opportunities to add alpha in the
    rebalancing process
  • How much truth is there in the saying that a static benchmark means “you are selling your winners and buying your losers”
  • Why static benchmarks are predominant over floating
    benchmarks
  • The arguments for floating benchmarks
  • How a floating benchmark can help reduce transaction
    costs and tax drag and the materiality of the impact on
    performance
  • The case for limits on ranges for floating benchmarks
  • Attribution analysis issues with floating benchmarks
  • Asset allocation lessons learned during COVID-19
  • The value of a “Reference” portfolio in performance
    attribution
  • Attribution of risk and return in asset allocation
    decisions
  • Have “defensive” assets justified their description?
  • Has the use of derivatives contributed to investment
    risk in volatile markets?
  • The growing interest in low cost, passive superannuation fund member options
  • Insights of risks and opportunities in the emerging
    markets landscape
  • Macroeconomic fundamentals and the risk in emerging market currencies
  • Managing the exposure of emerging market investments
Registation Packages
Prices and offers for the 'Asset Allocation & Performance Management 2020'
Early Registration:
Register before 30th July
$690 + GST
Normal Registration:
Register After 30th July
$790 + GST
Group Team Registration Pricing:
Register & Pay for 3 delegates & get the 4th FREE

1 Free Ticket

Group Team Registration Pricing:
Register & Pay for 4 delegates & get the 5th& 6th FREE

2 Free Tickets

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