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IOC 2021 - INVESTMENT OPERATIONS CHALLENGES2021 ONLINE CONFERENCE
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About IOC 2021
This online investment operations conference provides valuable insights from industry experts into some key current challenges facing the Investment Operations functions of superannuation funds and fund managers. The sessions have been designed to provide interactive discussion between the presenters and also the opportunity for attendees to submit question directly to the conference chair for discussion by presenters Topics range from regulatory requirements including the new RG97 updates, the continuing impact of working from home, superannuation fund mergers, managing service providers and operations staff engagement.
CUSTODIAN SERVICE LEVELS

The challenges of operational due diligence in the COVID environment, impact on service levels during COVID restrictions, the impact of custodian automation on service levels and the importance of a custodian’s ability to offer leading edge technology

WORKING FROM HOME (WFH)

Will WFH become a permanent feature? What are the emerging problems and benefits for a super fund? Technology issues with WFH ,is cyber security an increased risk? Additional operational risks with WFH

SUPERANNUATION FUND MERGERS

Discuss about the history of mergers, key reasons and number of mergers over time , the impact of covid-19 on recent merger activity , the key reasons for a merger. What to look for in finding the best merger partner, key elements of the due diligence process and should the successor fund always be the larger fund in a merger?

RETIREMENT INCOME REVIEW

Impact of the retirement income review on investment operations , are we likely to see new retirement products emerging? And what would be the impact on operational needs? , will there be increased focus on the benefits of segregating investment assets between accumulation and pension pools?

This online investment operations conference provides valuable insights from industry experts into some key current challenges facing the Investment Operations functions of superannuation funds and fund managers.

IOC 2021 Speakers
Learn speakers of the Investment Operations Challenges 2021 Online Conference
Head of Investment Operations, Local Government Superannuation Fund
Investment and Operations Manager, ChristianSuper
Senior Manager Investment Support Investment Performance and Operations, QSuper
Head of Research, Chant West
Head of Investment Operations, Challenger Limited
Director - Investment & Wealth Advisory at Deloitte, Former Head of Investment Risk, APRA
Principal at Athena IOC
CFA, Senior Investment Consultant - Principal at Mercer
Director, Investment Advisory, PwC Australia
Director, KONU
Executive Consultant, Former Head of Business Operations at Eastspring Investments and Head of Investment Operations at Pendal
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IOC 2021 Schedule
Learn schedule, program and topics of the Investment Operations Challenges 2021 Online Conference.
  • How useful have the RG97 disclosures been to fund members so far?
    • To what extent will the new changes add value for members?
  • The major changes
    • Disclosure of single “cost of product”
    • Simplification of ongoing fees and costs
      • How soon could superannuation funds realistically expect to
        implement the new changes?
      • Timing of new requirements
      • Property operating costs
      • Performance fees
      • New reporting formats
      • Working group status
      • Major impacts on super funds

      PANEL CHAIR:

      KYLE RINGROSE, Principal Consultant Athena IOC

      PANEL MEMBERS:

      IAN FRYER General Manager, Chant West

      ALAN ARTYUN, Executive Consultant, Former Head of Business Operations at Eastspring Investments and Head of Investment Operations at Pendal

  • The challenges of operational due diligence in the COVID
    environment

  • The impact on service levels during COVID restrictions
  • Strategies to manage operational risk with remote working
  • The impact of custodian automation on service levels
  • The importance of a custodian’s ability to offer leading edge
    technology

    • Are the high tech features shown in the demos fully utilised in practice
  • To what extent can funds become “lazy” and place over reliance on
    the custodian e.g.

    • ESG compliance
    • Performance analytics
  • Are custodians in danger of focussing too much on “value add”
    services at the expense of losing sight of their primary function i.e.
    custody and safekeeping

  • Essential components of the custodian SLA
    • Who should be responsible for designing the components of the
      SLA, the Fund or the custodian?
  • Setting KPIs for the custodian
    • Critical components
    • “Nice to haves”
    • Things to avoid

PANEL MEMBERS:

Stuart Hill, Head of Investment Operations, Local Government Superannuation Fund

Grace Szeto, Investment and Operations Manager, Christian Super

Paul Toepfer, Director, KONU

Naresh Subramaniam, Director, Investment Advisory, PwC Australia

  • Will WFH become a permanent feature?
  • What are the emerging problems and benefits for a super fund?
  • Technology issues with WFH
    • Is cyber security an increased risk?
  • Additional operational risks with WFH
  • The impact on organisation culture
    • Is it more difficult for leaders to motivate and develop employees
      working from home?
    • How can these issues be overcome?
    • The impact on management skills and styles

PANEL MEMBERS:

GRACE SZETO, Investment and Operations Manager, Christian Super

JACEY WHEELWRIGHT, Senior Manager Investment Support Investment Performance and Operations, QSuper

ALAN ARTYUN, Executive Consultant, Former Head of Business Operations at Eastspring Investments and Head of Investment Operations at Pendal

  • Recruitment
    • Qualities to look for in staff recruitment
    • The relative importance of specific experience and expertise
      versus generic qualities e.g. work ethic, ambition or academic
      qualifications
  • Setting operational staff expectations
    • KPIs
    • The use of prospective rather than retrospective KPIs
    • Quantitative versus qualitative KPIs
  • Feedback
    • Frequency
    • Format
    • Taking responsibility
  • Staff development
    • Setting development objectives
    • Measuring progress
  • Motivation techniques
    • The importance of prospective KPIs
    • How motivation ties in with the recruitment process
    • Motivational feedback

SPEAKER:
KYLE RINGROSE, Principal Consultant Athena IOC

  • History of mergers, key reasons and number of mergers over time
  • The impact of COVID-19 on recent merger activity
  • The key reasons for a merger
  • What to look for in finding the best merger partner
  • Key elements of the due diligence process
  • Should the successor fund always be the larger fund in a merger?
  • Is larger scale always in the best interests of members?
  • Explaining the crucial “equivalency test”
  • Issues with the need for a common MySuper product
  • Has the media overstated the impact of conflicts of interest in
    unsuccessful merger discussions?
  • Are we likely to see new retirement products emerging?
    • What would be the impact on operational needs?
  • Will there be increased focus on the benefits of segregating
    investment assets between accumulation and pension pools?
    • The benefits to members
    • Operational costs and issues
    • Tax implications
  • Will superannuation funds consider new products such as reverse mortgages?
    • The operational impact of such products
  • Will the review place more onus on superannuation funds in terms
    of member education?
  • Will the role of annuities change after the review?
    • Operational implications
  • The operational implications of developing a product that provides
    a hedge against longevity risk

PANEL MEMBERS:

EMILY BARLOW CFA, Principal, Senior Consultant,
Mercer Investments

CRAIG ROODT, Director – Investment & Wealth Advisory
at Deloitte ( invited)

NARESH SUBRAMANIAM, Director, Investment Advisory, PwC Australia

IOC 2021 Resource
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Registation Packages
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SINGLE REGISTRATION PRICING: EARLY REGISTRATION
Register before 30th April
$590 + GST

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SINGLE REGISTRATION PRICING: NORMAL REGISTRATION
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$690 + GST

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$2,070 + GST

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25
Speakers
186
Days
251
Participants
20
Sessions
1
Venue
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