Discussion Topics to Include:

Panel session – Are superannuation funds paying enough attention to post-tax returns

Panel session – Long horizon performance measurement

Panel session- 2020 GIPS standard updates and implementation challenges

Panel session- Software package solutions under the microscope

Panel session – Data Quality & Management: how data quality impacts client reporting, metrics, attribution and analysis

• The current state of AI offerings and how they could be applied to performance measurement activities
• Measuring and reporting Performance & risk for Alternative Investment Strategies
• The relevance and importance of measuring investment returns post-tax
• Measuring performance of portfolios including leverage and derivatives
• Attribution of superannuation funds’ performance
• Measuring long term performance for a superannuation fund
• Complexities of outsourcing and offshoring
• Measuring the impact on return and volatility of long duration bonds
• Leveraging the custodian to provide leading edge performance analytics technology
• Measuring the income rather than the market values
• Should performance analytics for a superannuation fund be conducted inhouse or outsourced to the custodian
• How to tackle some of the major factors that can have a great impact upon performance measurement operations.