490-x327
26Nov
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 TWO: Tuesday, 26th November2019

Coffee and Registration

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

  • Is the industry too focussed on short term results?
  • What is a meaningful time frame?
  • Are traditional benchmarks appropriate? If not what benchmarks should we adopt?
  • Defining “long horizon”
  • Developing benchmarks appropriate for the long horizon
  • Factoring risk measures into long horizon benchmarks
  • Key long horizon performance measures
  • The impact of the investment managers’ traditional incentives on long horizon investing

Kyle Ringrose, Principal Athena IOC Pty Ltd
Stephen Gwynne, VP, Head of Investment Risk and Analytics Services, Northern Trust

  • Is bond trading only a zero-sum game?
  • Is there a case for measuring a bond’s performance using nominal rather than market value?
  • Why the return on a bond can be so much more than just the coupon?
  • How indexed linked bonds can provide outperformance in a low interest rate environment

Andrew Colin, Director, Flametree Technologies ( invited)

  • Is measuring income a better measure than market values for pension phase?
  • What is the benchmark?
  • What are the risks in building an income focussed portfolio?
  • What asset classes are best suited to an income focussed portfolio?

Matthew Armstrong, Manager – ALM Reporting, QSuper Group

  • Metrics
  • Performance & risk
  • Presentation format
  • Know your audience

Chris Collins, Director, Investment and Wealth Advisory,
Assurance and Advisory, Deloitte Touche Tohmatsu

  • The economies of scale offered by the custodian
  • Tailoring solutions for the client
  • The balance between providing an off the shelf and a tailored solution for each client
  • The custodian’s decision to build in house or deploy specialist software vendor solutions

Lunch and Networking opportunity for participants.

  • Decision making process – Why it is critical to determine your selection criteria before going to market?
  • The importance of data – How to overcome data sourcing and data integrity issues?
  • Implementation & Testing – How long does it take and what are some pitfalls?
    Change Management and ongoing support
  • What control methods are the most effective in helping the performance team in meeting data quality requirements?
  • Making the Most of Your Data in the Face of Increasing Cost
  • Why is high-data quality so integral to performance and risk teams? What negative outcomes could result from poor data?
  • What efforts are being made to consolidate market data cost as prices from vendors continue to rise?
  • Working with your internal data and technology teams to extract the greatest value from your data
    How could a well-designed data warehouse support the performance & risk teams?

Gavin Yip, Associate Director – Data & Analytics Product, APAC, RBC

  • The impact and relevance of flexibility of tailored reports
  • The relative costs
  • Checks and controls to consider

The Global Investment Performance Standards (GIPS®) are evolving
to ensure practical, investment industry relevance while maintaining
their core purpose: ensuring performance transparency and
comparability.
This will session will discuss about the recent updates

Panel Members TBA

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