HYBRID EVENT
conference
5TH AA 2022Asset Allocation & Performance Management 2022 Conference
19th-20th August 2022, Grace Hotel Sydney
Days
Hours
Minutes
Seconds
Topics Covered Include:
  • Examining global market outlook & developments – what do they mean for Australia?
  • The implications of YFYS on asset allocation
  • Asset allocation decisions – is the superannuation industry making a mountain out of a molehill?
  • Why fixed income remains an attractive asset class for a balanced portfolio in a low interest rate environment
  • The impact on asset allocations of ESG investing
  • How is ESG performing in the current environment and what role and impact has it played in asset allocation?
  • Developing a life cycle asset allocation strategy
  • De-risking in today’s markets
  • Currency allocations
  • Insights into momentum strategies
  • Superannuation fund default investment option strategies. The impact of peer comparison
  • Timing and frequency of rebalancing
  • Real Estate investments – the choice of listed and unlisted investments
  • Asset Allocation for Life Cycle Strategies
  • Asset Allocations for Superannuation default Member options
  • Taking a Member First Approach to Asset Allocations.

“Exploring the issues affecting the back and middle office
and ways to optimise your investment operations and improve efficiency”

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5th Asset Allocation Schedule
Learn schedule, program and topics of the 5th Asset Allocation 2022.

• The potential emphasis on low cost rather than high return
• Implications for passive strategies
• Opportunities to game the benchmark

• Asset allocation in the context of long horizon investing
• Analysis of long-term returns for various asset allocation strategies
• The risk of protecting a small minority at the expense of the vast majority
• Defining what is meant by risk/reward for a superannuation fund member
• The costs of asset allocation implementation
• Why market volatility may be of limited relevance to both accumulation and pension members

10:50 MORNING COFFEE& NETWORKING

• How to achieve yields in excess of inflation
• Moving up the risk spectrum
• Long term factors to navigate
• Refocusing on the cash rate
• Opportunities for fixed income investors

• Should ESG be an asset class in its own right or a sub-class of traditional asset classes?
• ESG integration
• The potential restrictions of asset allocation in ESG investing
• The risk reward trade off with ESG asset allocations
• Corporate engagement and shareholder action

12:40 - 13:30 LUNCH BREAK

• Viewing the life cycle as “cradle to grave” rather than just a working life time
• Life cycle allocations post retirement
• Can life cycle strategies benefit a minority rather than a majority of members
• The definition of risk for a life cycle member
• The role of the age pension in determining asset allocation

• Can cash and fixed interest still be considered “low risk” asset classes?
• Is infrastructure a safer asset class for long term investors?
• Is liquidity and concentration risk always given sufficient consideration in “de-risking”?
• Can equities ever be classified as low risk?

• The risks of not hedging
• How to determine the optimum level of currency hedging
• The significance of currency hedging on long horizon term outcomes
• Measuring the costs and investment performance of
currency hedging
• The hidden tax costs of currency hedging

• 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

• What is momentum investing
• Historical returns for momentum strategies
• The use of derivatives in momentum strategies
• Operational costs and risks

• What is a “safe” asset allocation strategy for a
superannuation fund
• The pressure of performance tables
• The impact of APRA heat maps
• Should asset consultants move in lock step or blaze separate trails?
• The extent to which different superannuation funds require different asset allocations

10:30 MORNING COFFEE & NETWORKING

• The pros and cons of daily versus monthly or quarterly rebalancing
• The costs of frequent rebalancing, operational and tax costs
• Setting the trigger for rebalancing
• The impact of using the “banker” member option for rebalancing in a superannuation fund

• Determining a suitable benchmark for unlisted real estate
• The trade-off between liquidity and volatility of REITs
• The relative costs of listed versus unlisted real estate investments
• The differences in diversification and concentration between listed and unlisted real estate

12:30 - 13:30 LUNCH BREAK

• 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 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

• What is required to understand our members and their investment needs?
• Looking past the average to consider member cohorts
• Measuring members’ likely retirement outcomes
• How can this inform asset allocation decisions and default investment strategies?
• Why a member first approach is even more important in retirement

5th Asset Allocation Resource
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Registation Packages
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IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
EARLY REGISTRATION : Register before 18th December
$2195 + GST

save $600

IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Discount Rate : Register before 30th May
$2495 + GST

save $300

IN-PERSON ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Normal Registration : Register after 30th May
$2795 + GST

An event not to be missed!

IN-PERSON ATTENDANCE REGISTRATION COST: GROUP TEAM REGISTRATION:

GROUP TEAM REGISTRATION - Register & pay for 3 delegates & get unlimited registrations* (*Can attend in-person or virtually )

VIRTUAL ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
EARLY REGISTRATION : Register before 18th December
$1790 + GST

save $200

VIRTUAL ATTENDANCE REGISTRATION COST: SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Discount Rate : Register before 30th May
$1890 + GST

save $100

VIRTUAL ATTENDANCE REGISTRATION COST : SINGLE REGISTRATION PRICING - 2 DAYS CONFERENCE
Normal Registration : Register after 30th May
$1990 + GST

An event not to be missed!

VIRTUAL ATTENDANCE REGISTRATION COST : GROUP TEAM REGISTRATION:

Register & pay for 3 delegates & get unlimited registrations* ( *Can ONLY attend virtually )

Click on the button below and fill the form to confirm your registration.

25
Speakers
186
Days
251
Participants
20
Sessions
1
Venue
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