- Life cycle strategies – Making sense of Life Cycle Investment options
- Life cycle strategies versus fixed allocation portfolios
- Maximising the role of unlisted assets in portfolios
- Investing for retirement: How does it differ to accumulation?
- The different asset allocations for accumulation and pension members
- Fixed income assets in a period of rising inflation
- Real Estate asset valuations
- The attractions of investing in infrastructure for the long horizon of superannuation funds
- Considering the unique return, volatility, liquidity and concentration risks of unlisted assets
- The origins of the 70/30 balanced portfolio
- Tactical asset allocation
- Currency allocations
- Strategic and tactical asset allocations
- The opportunity to reduce costs through allocation to indexed funds
- Member preferences for asset allocations
- What do the members want in their asset allocation?
Asset Allocation 2024 Speakers
Learn Speakers Of The 6th Annual Asset Allocation Strategies 2024 Forum
Associate Portfolio Manager, Investment Strategy, Aware Super
Chief Investment Officer, Asia Pacific, Morningstar Investment Management Australia
Head of Investment Strategy, Telstra Super Pty Ltd
Senior Portfolio Manager, AMP
Director, Investment Risk and Performance Analytics, Morningstar Investment Management Australia
Portfolio Manager, DigitalX Limited
Managing Director McGing Advisory & Actuarial
Research Director, Conexus Institute and Associate Professor, ANU
Executive Director, The Conexus Institute
Head of Investment Risk, Rest Super
Partner, Investments, Superannuation and Sustainability(ESG), PwC
Co-Founder, Hamilton12 (TBC)
Principal, Jefferson & Shea Impact Strategists
Executive Director at Alpha FMC
Director, Asia Pacific Marketing at Northfield Information Services Asia Ltd
Principal | Investment & Superannuation Advisory | Actuarial, Deloitte Consulting Pty Ltd
Director at Morningstar
Senior Investment Specialist at Morningstar
Senior Investment Manager, Debt, Capital Markets and Alternatives at State Super
Senior Manager, Asset Allocation and Portfolio Construction Research, Vanguard
Senior Portfolio Manager, Equities, State Super (SAS Trustee Corporation)
Head of Investment Product & Communications, Rest Super
Investor Relations Manager, Centuria Bass Credit Pty Limited
Strategy Consultant
Head of Fixed Income | Deputy Head of Multi Asset & Fixed Income, Australia, Schroder Investment Management
former Head of Multi Asset, Pendal Group
Asset Allocation 2024 Schedule
Learn Schedule, Program And Topics Of the 6th Annual Asset Allocation Strategies 2024 Forum
KYLE RINGROSE
Principal Consultant Athena IOC
Speakers:
• The benefits of a lifecycle default investment strategy
• Why don’t all super funds use a lifecycle default investment strategy
• Age-based default vs cohort-based strategy
• Can we get to a cohort of one?
• How do we reduce sequencing risk?
• Sneaky side-benefits of an age-based default lifecycle investment strategy
MICHAEL BLOCK
Strategy Consultant
Speakers:
• The first step, recognising and defining the different risks and objectives of accumulation and pension members
• The second step, building asset allocation strategies to maximise the probability of meeting the different
objectives of accumulation and pension members
• Tackling the mother of all risks”, longevity risk head on
• Learning from an asset allocation strategy that has been adopted long before superannuation was introduced in Australia
KYLE RINGROSE
Principal Consultant Athena IOC
Speakers:
• Differences between the retirement and accumulation phase
• Role of investments within retirement solutions
• Designing portfolios for use as ‘building blocks’
• Structuring the investment function to support a retirement income strategy
GEOFF WARREN
Research Director, the Conexus Institute and A/Prof, the Australian National University
10:50 MORNING COFFEE & NETWORKING
• To what extent should the focus change from growth to income after retirement?
• Have life cycle strategies been too conservative?
• Should life cycle strategies always continue into pension phase for a seamless transition?
• Setting asset allocations to maximise income for retirees and maximise frowth for accumulation members
MODERATOR:
ASSOC. PROF. GEOFF WARREN
Research Director, Conexus Institute and Associate Professor, ANU
PANEL MEMBERS:
JERONIMO HARRISON
Senior Portfolio Manager, AMP
RICHARD MCDOUGALL
Managing Director, Hamilton12
JONATHAN CHUNG
Senior Portfolio Manager, Equities, State Super (SAS Trustee Corporation)
MICHAEL BERG
Principal | Investment & Superannuation Advisory | Actuarial, Deloitte Consulting Pty Ltd
Speakers:
Jeronimo HarrisonSenior Portfolio Manager, AMP
Assoc. Prof. Geoff WarrenResearch Director, Conexus Institute and Associate Professor, ANU
Richard McDougallCo-Founder, Hamilton12 (TBC)
Michael BergPrincipal | Investment & Superannuation Advisory | Actuarial, Deloitte Consulting Pty Ltd
Jonathan ChungSenior Portfolio Manager, Equities, State Super (SAS Trustee Corporation)
Many investors focus on the stocks and ETFs that they should have in their portfolio. This session provides insights into why asset allocation drives return outcomes and how to harness this in your portfolio.
• Where asset allocation fits into the portfolio construction process
• How asset allocation drives return outcomes more than security selection
• Risk tolerance vs risk capacity and the impact on asset allocation and investor outcomes
• The risks of misallocation and its prevalence in the superannuation industry
MARK LAMONICA
Director at Morningstar
SHANI JAYAMANNE
Senior Investment Specialist at Morningstar
12:40 LUNCH BREAK & NETWORKING
• The opportunities provided by unlisted assets
• The ticket to play: excellent governance
• Exploring the (many) challenges of unlisted assets
• Pathways for policy, regulation and industry
DAVID BELL
Executive Director, the Conexus Institute
• Why a simple indexed equities and bonds portfolio may be in the best interest of members?
• The performance of indexed member investment choice options versus actively managed options
• The take up of indexed balanced options offered by super funds
• The impact of the Mysuper dashboard on the desire to reduce costs through indexed investments
MAZIAR NIKPOUR
Senior Manager, Asset Allocation and Portfolio Construction Research, Vanguard
14:50 LUNCH BREAK & NETWORKING
• Unlisted assets – the disconnect between daily unit pricing and infrequent valuations
• Valuation of assets - why the regulators want to see greater disclosures
• Asset types - what is good valuation practice? What’s best estimate?
• Taxation complexities
• Take-aways & tips
SEAN MCGING
Managing Director, McGing Advisory & Actuarial
• Bitcoin, the unique diversifier
• Bitcoin enhanced 60/40 portfolio - higher return and reduced volatility
• The case for getting off zero
• Why BTXX - DigitalX Bitcoin ETF (ASX listed)
HANNAH PHAM
Portfolio Manager, DigitalX Limited
• Understanding Market Conditions and Trends
• Reviewing and Analyzing Current Portfolio
• Dynamic Asset Allocation
• Risk Management Strategies
• Adapting to Technological and Sector Shifts
• Global Diversification
PANEL MEMBER:
IAIN PERRY
Head of Performance Analytics and Investment Risk, Morningstar Investment Management
MICHAEL BLOCK
Strategy Consultant
DAVID BELL
Executive Director, the Conexus Institute
Other Panel Members TBA
CLOSING REMARKS FROM THE CHAIR
8:20 DELEGATE REGISTRATION & COFFEE
8:55 OPENING REMARKS FROM CHAIR
KYLE RINGROSE
Principal Consultant Athena IOC
Speakers:
• Do members understand the trade off between return and volatility?
• Is there a natural tendency for members to want to “play it safe”
• Do members consider costs when choosing their investment options?
• Are members aware that their choice of investment option is the primary driver of their returns?
• Should superannuation funds pace more emphasis on this critical member responsibility?
LYDIA VITALIS
Head of Investment Product & Communications, Rest Super
RAEWYN WILLIAMS
Principal, Jefferson & Shea Impact Strategists
As superannuation funds face increasingly complex investment portfolios and regulatory demands, traditional fund structures, developed decades ago, are no longer fit for purpose. This presentation will explore the critical need for simplifying these outdated structures to meet the evolving needs of the investment landscape.
• The Case for Simplification: Why traditional superannuation fund structures hinder flexibility and scalability in today’s investment environment, and the benefits of adopting more agile, responsive models.
• Operational Efficiency and Technology: How modernizing fund operations through advanced technology can streamline processes, reduce costs, and enhance data management, while addressing potential integration challenges.
• Regulatory and Compliance Considerations: How to balance the push for simplified structures with the need to comply with local and international regulatory requirements, particularly for managing private and alternative assets.
BRUCE RUSSELL
Executive Director at Alpha FMC
• Typical currency allocations of superannuation funds
• The drivers of currency allocation
• The impact of currencies relative to other asset classes
• Dealing with the volatility of currencies
• The case for 100% hedged or 100% unhedged
ROB LECK
Head of Investment Risk, Rest Super
10:40 MORNING COFFEE & NETWORKING
• Is modern portfolio theory as relevant today as it was in the past?
• The single biggest driver of investment returns
• Where responsibility for strategic asset allocations lies – is it the asset owner, the investment manager or both?
• Are typical superannuation fund default options too conservative in their asset allocations?
• The key differences between asset allocations for short and long term investors
• The currency allocation dilemma – to hedge or not to hedge
PANEL MEMBER:
MATT WACHER
Chief Investment Officer, Asia Pacific, Morningstar Investment Management Australia
ANTHONY TSINGOS
Senior Investment Manager, Debt, Capital Markets and Alternatives at State Super
• Managing the risk of falling capital values during a period of rising inflation and rising interest rates
• Why fixed income remains an attractive asset class during rising markets
• Opportunities for increasing fixed income allocation to protect portfolios of retirees
JACK DING
Associate Portfolio Manager, Investment Strategy, Aware Super
12:30 LUNCH BREAK & NETWORKING
• Analysing the proportion of member dollars in default or choice products
• The attraction of non default products for members
• Are members chasing lower costs, higher returns or both
• Member perceptions of the asset allocation of the default option, Is it too aggressive or too conservative
NARESH SUBRAMANIAM
Partner, Investments, Superannuation and Sustainability(ESG), PwC
KELLIE WOOD
Head of Fixed Income | Deputy Head of Multi Asset & Fixed Income, Australia, Schroder Investment Management
• How should investors approach portfolio construction when increasing concentration abounds
• Balancing absolute vs peer and benchmark relative risk for different types of investors
• How does this impact not just strategy risk, but also the manner in which active strategies are employed?
MICHAEL BLAYNEY
former Head of Multi Asset, Pendal Group
NICK WADE
Director, Asia Pacific Marketing at Northfield Information Services Asia Ltd
• What is Private Credit?
• Landscape – The funding gap
• Portfolio Allocation
• Market thematic
• Sector outlook for 2025
ALEX HAYDE
Investor Relations Manager, Centuria Bass Credit Pty Limited
CLOSING REMARKS FROM THE CHAIR
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