November 25, 2019 - November 27, 2019 Grace Hotel Sydney

Gain insights from performance thought leaders & brainstorming on best practices in the performance measurement space.

DAY ONE: Monday, 25 November 2019

Coffee and Registration

Mark Goodey, Director and Head of Investment Analytics, Eagle Investment Systems LLC

  • Where the Productivity commission could have provided better guidance
  • Why passive management can provide better post-tax outcomes
  • How to leverage passive investing to maximise tax benefits
  • The true benefits of deferring payment of CGT

Raewyn Williams, Managing Director Research, Parametric

    • The balance between the Trustees’ statutory obligations under the SIS Act and under tax law
    • What gets measured gets managed
      • Are super funds doing enough to measure post-tax returns?
      • Are they measuring post-tax returns in right way?

Panel Members:
Raewyn Williams, Managing Director Research, Parametric
Kyle Ringrose, Principal Athena IOC Pty Ltd
Other Panel Members TBA

  • How to measure performance of “two legged” instruments such as swaps
  • The importance of distinguishing between market value and market exposure
  • The meaning and importance of synthetic income for derivatives
  • A step by step analysis and approach to developing a performance measurement solution

Kyle Ringrose, Principal Athena IOC Pty Ltd


  • Attribution of member option performance between asset class and manager
  • The issues with reconciling pre and post-tax returns in the unit pricing structure
  • The impact of periodic tax provision adjustments

Stuart Hoy, Product Manager, Investment Information Services,JPMorgan Chase & Co

  • What is decision based attribution
  • How can it help to improve the investment process
  • Experiences with implementing this – lessons learned
  • How can superfunds benefit from this approach

Elske van de Burgt, Head of Investment Performance, Ortec Finance
Trent Brandie, CFA, CIPM, Performance & Attribution Manager
at Australian Super

Lunch and Networking opportunity for participants.

  • Technology Debt
  • Natural Language Generation
  • API Open Architecture
  • Cloud Compute Power

Mark Goodey, Director and Head of Investment Analytics, Eagle Investment Systems LLC

  • What are the key differentiators?
  • To what extent does the size of assets and the number of portfolios impact the preferred solution?
  • Can am off the shelf package fully cater for the myriad of different attribution solutions?


  • Periodic table of risk measures
  • Why measure risk ex post
  • Four dimensions of performance (risk, return, ex post, ex ante)

Mark R. David CFA, Director of Performance Risk & Analytics,
Meradia Group (USA) (TBC)

  • Evolution of factors in quantitative vs fundamental portfolio managers
  • Factors in multi-factor/smart beta portfolios
  • Management and performance measurement of factor-neutral portfolios
  • Factor performance and major geopolitical events (Brexit, Trump, Trade wars)
  • Factors and machine learning

Han Kim, CFA, Senior Performance Analyst, Group Data & Analytics,
Aberdeen Standard Investments

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