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

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

Post Conference workshop Day 1

  • 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?
  • The distinction between “income” and “earnings”
  • The definition of income and earnings for each asset class
  • How to source income and earnings data
  • Income and earnings for derivatives
  • FX exposures
  • Return calculations?
  • Reconciliation of LHI returns to traditional returns
  • Segregation of assets between accumulation and pension members
  • Franking credits
  • Buy backs
  • Turnover
  • Tax parcel selection
  • Long versus short gains
  • Harvesting
  • Structure
  • Derivatives overlay
  • Multi-sector tax management
  • Overseas equities tax management
  • Segregating and measuring all the drivers of CGT expense
    • Benchmark natural turnover including smart beta impacts
    • Member cash flows
    • Investment activity impact on benchmark CGT (e.g. asset allocation)
    • Manager post-tax alpha
  • 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?

Lunch and Networking opportunity for participants.

  • Traditional measures of risk
  • Superannuation Fund PDSs definition of risk
  • Shortcomings of commonly used risk measures
  • What is the real risk for a long term investor e.g. superannuation fund
  • A case study with worked examples
  • How to develop a practical measure of the real risk to a superannuation fund member
  • By how much should we expect active managers to beat the benchmark?
  • With what consistency?
  • Can asset consultants pick outperforming active managers?
  • Does survival bias result in misleading active performance tables?
  • To what extent are active managers actually more expensive?
  • Does tax cost materially reduce active performance returns?
  • Is post tax performance measured appropriately (when it’s measured at all)?
  • Measuring the investment manager’s performance without comparison against a peer group or a strategic asset allocation benchmark
  • How to analyse and quantify key drivers of performance and volatility
  • How to present the analysis in tabular and graphic form
  • What do the clients expect to know
  • Skills needed in handling clients
  • The client’s perspective
  • Presenting performance results
  • Different models to present the results
  • What happens after the performance attribution is presented?

Investment Performance Analytics Systems – Build or Buy?
Value at Risk
Life cycle investing

Workshop Leader: KYLE RINGROSE, Principal Athena IOC Pty Ltd

Interested in speaking?

We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Upcoming Events
  1. GRC Capability Workshop 2019

    November 19 @ 8:00 am - 5:00 pm
  2. FINCX2019 Future Digital Marketing Strategies, Member Engagement & Customer Experience (CX) for Financial Services 2019 Forum

    November 20 @ 8:00 am - November 21 @ 5:00 pm

    November 25 @ 8:00 am - November 27 @ 5:00 pm
  4. 18th Annual – P Group Investment Performance Training Courses

    May 11, 2020 @ 8:00 am - May 13, 2020 @ 5:00 pm

    May 25, 2020 @ 8:00 am - May 26, 2020 @ 5:00 pm

About Us


IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.



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Contact Info


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Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145