This highly interactive workshop is suitable for both experienced performance analysts who are looking to hear about potential new solutions and those beginning the performance analytics journey who would benefit from an awareness of the opportunities that may lie ahead for their career.The workshop expands traditional investment performance analytics methodologies to introduce new concepts and ideas to meet the increasing demands of the superannuation and investment management industries as they become increasingly sophisticated. In addition to leveraging traditional methodologies the workshop covers a number of areas rarely found in traditional courses and text books. The workshop analyses research papers written by the presenter and other industry experts to highlight new opportunities to introduce performance measurement methodologies tailored to continually evolving industry requirements.
The workshop expands traditional investment performance analytics methodologies to introduce new concepts and ideas to meet the increasing demands of the superannuation and investment management industries as they become increasingly sophisticated. In addition to leveraging traditional methodologies the workshop covers a number of areas rarely found in traditional courses and text books. The workshop analyses research papers written by the presenter and other industry experts to highlight new opportunities to introduce performance measurement methodologies tailored to continually evolving industry requirements.
Concepts explored in depth include enhanced methods for measuring investment performance over the long horizon investment timeframes within which superannuation funds and their investment managers are required to operate. It also examines the shortcomings of traditional investment risk measures (including the ASFA/FSC Standard Risk Measure) and illustrates alternative risk measures that could be adopted. The workshop takes a deep dive into post-tax performance measurement to illustrate potential shortcomings and how post-tax performance measurement could be introduced across all asset classes including the post-tax performance impact of asset allocation decisions and the use of derivatives for rebalancing.
Other sessions cover insights into the less well publicised factors of the perennial active versus passive investment management debate. Examples of tailoring the presentation of performance analytics results to the varying needs of the client is also covered in depth. The workshop presenter is a frequent speaker at industry conferences and runs regular workshops on related topics for clients around Australia. The presenter’s performance analytics learnings have been gained from decades of hands on experience in performance analytics solutions working with software vendors, investment managers, custodians and superannuation funds both in Australia and overseas. The workshop leverages this extensive experience to ensure that the content includes case studies of real-life implementations in addition to analysis of thought-provoking research papers.
- January 28, 2020
- October 16, 2019
- October 16, 2019
