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.