HYBRID EVENT
Conference
13th Annual iPARM Australia - 2025Investment Performance Measurement, Attribution & Risk Management Conference
20th - 21st May 2025, Sydney Central Hotel by The Ascott Limited, Australia
SPONSORSHIP OPPORTUNITYSPEAKING OPPORTUNITY
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TOPIC COVERED

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Topics Covered for 2025 Forum:
  • Evolving Trends in Superannuation Investment Performance
  • Attributing investment Risk and Returns in a Total Portfolio Approach environment
  • The Challenges of Perfecting TPA for investment risks and returns.
  • Distinguishing between diversification and hedging with a traditional SAA approach
  • Measuring the impact of TPA in investment performance attribution and how it differs to traditional SAA attribution
  • Volatility and risk and why they may not be the same thing
  • Currency attribution
  • Investment Performance and Risk attribution. Getting the fundamentals right and where technology might assist
  • Technology & Data Analytics in Performance and Risk
  • Leveraging Artificial Intelligence (AI) in Investment Performance Measurement: Enhancing Accuracy and Insights
  • The role of the Risk Manager in investment performance attribution
  • Attribution of factor and momentum-based investment strategies
  • Investment performance and risk analytics in house or outsourced
  • Attributing investment risk and performance
  • Attributing performance and risk of unlisted investment assets
  • Measuring the performance and risks of the “high flyers”
  • YFYS and retirement income products
  • Advanced Attribution Techniques
  • ESG: The Importance of Tools and Data for Effective Risk Management, Compliance, and Regulatory Reporting
  • Operational Efficiency in Performance Measurement
Sponsorship & Speaking Opportunities:

13th annual iPARM Australia Forum 2025 offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst senior investment performance professionals.
If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us – sponsorship@ibrc.com.au

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Early Invited Key Opinion Leaders Includes:
Speakers of The 13th Annual iPARM Australia 2025 Conference
Mark Macarounas
Head of Performance Attribution, IPRA, First Sentier Investors
Kyle Ringrose
Principal Consultant, Athena IOC
Athena IOC
DAVID CARRUTHERS
Principal Consultant, Frontier Advisors
RHODRI ROBERTS
APAC Head of Product Management-Performance & Analytics, Private Markets, Investment Compliance, State Street Australia Limited
NICK WADE
Marketing Director, Northfield Information Services
JAMES THOMPSON
Head of Investment Analytics, Operations, Australia, Perpetual Group
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13th Annual iPARM Schedule
Learn schedule, program and topics of the 13th Annual iPARM Australia - Investment Performance Measurement, Attribution & Risk Management 2025 Conference

• Emerging asset classes and their impact on performance measurement.
• ESG considerations in superannuation performance.
• Performance measurement in an era of sustainable and impact investing.

• Analysis of the results of the TAI’s recent Global Asset Owner Peer Study 
• The two different problems solved by TPA and SAA and how to attribute between the two
• The key benefits of TPA and how to demonstrate them in performance measurement

• Using TPA to exploit competitive advantage and generate outperformance
• Combining the Top Down with the Bottom-Up approach in a performance attribution model
• Consideration of horizontal issues alongside traditional investment strategies in the attribution model
• Developing a plan for risk measurement of different economic outcomes
• Measuring tail risks

10:40 MORNING COFFEE & NETWORKING

• The benefits of diversification
• The implications of reducing volatility through diversification between asset classes
• Why diversification may increase rather than reduce risk
• The key difference between diversification inter and intra asset class
• Attributing the outcomes of diversification and hedging

• Implications of TPA to current investment performance attribution models
• Building the key elements of a TPA approach
• Measuring the diversification and hedging benefits
• Attributing the risk and return components

• Why fixed income attribution is so different
• How to simplify the process
• The dangers of getting bogged down in unnecessary detail
• Butterfly twists and kurtosis explained in layman’s terms
• How to present potentially complex fixed income attribution to an Investment Committee

12:40 LUNCH BREAK

• The critical need to define risk from the investor’s perspective
• When market volatility does and does not drive risk, the importance of investment time horizons
• A deep dive into the ASFA/FSC Standard Risk Measure
• Possible alternative risk measures for superannuation fund members

• Looking back to the need for the original KS academic paper
• How well the implications of KS attribution are understood
• When KS attribution should and should not be adopted
• The need for sophisticated technology to implement KS attribution

14:40 AFTERNOON TEA

• Defining the investment process
• Dovetailing the attribution framework into the investment process
• Decomposing the market, currency and risk attributes
• How automation can add integrity
• How to add the appropriate level of manual checks and controls

• How AI is transforming traditional performance measurement methods, including real-time data analysis and predictive modelling.
• AI's role in enhancing risk-adjusted returns, attribution analysis, and benchmarking
• Practical use cases of AI in superannuation funds or asset management firms.
• Potential challenges in adopting AI-driven tools, such as data quality, integration with legacy systems, and compliance considerations.
• Future trends in AI applications for investment performance in the superannuation industry.

• AI's role in enhancing risk-adjusted returns, attribution analysis, and benchmarking
• Practical use cases of AI in superannuation funds or asset management firms.
• Potential challenges in adopting AI-driven tools, such as data quality, integration with legacy systems, and compliance considerations.
• Future trends in AI applications for investment performance in the superannuation industry.

Closing remarks from the chair

1 Hour Networking Drinks

• Defining investment risk
• Defining responsibilities throughout the organisation for managing, measuring and reporting investment risk
• Setting a risk budget within targeted performance outcomes Ensuring that the “risk tail” does not wag the “investment dog

• Defining the components of factor-based investment strategies
• How investment performance attribution can differ with factor-based strategies
• Embedding investment risk into the attribution process
• The issues with momentum-based investment strategies and traditional performance attribution
• Examples of performance and risk attribution in action

• The need for tailored in house solutions to match the potentially unique investment approach
• Assessing the trade off in flexibility and costs with the outsourced model
• How can a generic performance attribution be made to work?
• The risks of making in house solutions more complex than absolutely necessary

10:40 MORNING COFFEE

• Defining investment risk in the context of the business
• Risk in the eyes of the investment manager and the asset owner
• The role of the asset owner in setting risk parameters
• The role of an outsourced service provider in risk attribution

• The fundamental issues with valuations of unlisted assets
• Dealing with potential conflicts of interest in valuations
• Factoring concentration and liquidity risk into the performance and risk attribution
• Last round or price discovery techniques

12:30 LUNCH BREAK

• The issues with measuring risk of extreme growth stocks
• Are traditional market volatility based risk measurement techniques appropriate for outlying stocks e.g. Nvidia?
• Is there a case to be made for measuring performance based on current and historical income growth rather than growth in market value?
• Can we learn anything from the “tech wreck” in measuring risk and return of stocks with outlying P/E ratios?
• Is this time really different?
• Are realistic alternative risk and return measures available?

• The extent to which retirement income products should be included in the YFYS performance test
• Why traditional measures of performance may not be appropriate for retirement products
• Alternative methodologies to measure the performance or retirement income products
• Where to next

14:30 AFTERNOON TEA

• Multi-factor performance attribution methodologies.
• Attribution analysis for alternative investments (private equity, infrastructure).
• Fixed income performance attribution models and challenges.

• Automation of performance measurement and reporting systems.
• Cost-effective solutions for performance attribution and risk management in superannuation funds.
• Improving governance in performance and risk management processes

Closing Remarks from the Chair

Registation Packages
Prices and offers for the '13th Annual iPARM Australia - Investment Performance Measurement, Attribution & Risk Management 2025 Conference'
IN-PERSON ATTENDANCE REGISTRATION - SUPER EARLY BIRD REGISTRATION:
Register before 18th December 2024
$2495 + GST
IN-PERSON ATTENDANCE REGISTRATION - EARLY BIRD REGISTRATION:
Register before 28th February 2025
$2695 + GST
IN-PERSON ATTENDANCE REGISTRATION - NORMAL RATE:
Register After 28th February 2025
$2895 + GST
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Register & pay for 3 delegates with Normal rate & get unlimited registrations* (*Can attend in-person or virtually)

VIRTUAL ATTENDANCE REGISTRATION - Super Early Bird Registration:
Register before 18th December 2024
$1795 + GST
VIRTUAL ATTENDANCE REGISTRATION - Early Bird Registration:
Register before 28th February 2025
$1895 + GST
VIRTUAL ATTENDANCE REGISTRATION - Normal Registration:
Register After 28th February 2025
$1995 + GST
GROUP TEAM REGISTRATION VIRTUAL:

Register & pay for 3 delegates with Normal rate & get unlimited registrations* (*Can only attend virtually)

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