This quarter has seen a perfect storm of challenges to Australian society. The bushfires, the escalating coronavirus pandemic and a global shock to output and the economy have produced unprecedented turmoil in our communities. This session will hold a candid conversation about the role of financial services in holding the nation together.
Speaker: Geoff Lloyd, chief executive, MLC
Moderator: Colin Tate, chief executive officer, Conexus Financial
Length: 38 mins
The total portfolio approach has allowed Australia’s sovereign wealth fund to capture the themes that will power markets and economies for decades to come, said director of thought leadership Craig Thorburn – but that doesn’t mean it’s not hard to scale.
In this updated paper, Janus expands on the emerging themes in the fixed income market, highlighting that important factors in 2010 include rising interest rates, spread tightening and the US government’s support of the mortgage market, which all have potentially serious implications for yield-seeking investors.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
 “Understanding a program’s results involves attributing relative performance to active management, identifying any tactical asset allocation decisions and assessing mechanical factors such as leverage costs. “For most investors implementation of a leveraged strategy would likely require the retention of a beta overlay manager to execute and maintain the desired leveraged systematic exposures or an
Private market investors should focus on distressed debt and to a lesser extent secondaries, according to the annual private equity outlook by consultant Wurts Associates, which contrary to other industry observers believes value can be added through top down analysis of the sector. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The 14 institutional investors participating in the climate change strategic asset allocation study, a collaborative between Mercer, Carbon Trust and the IFC, will all receive individual portfolio scenario analysis of how physical and policy climate change-related events could affect their portfolio at an asset allocation level. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
After watching the simultaneous declines of its market value and funded status during the financial crisis, the $204.8 billion CalPERS will conduct a full review of the methodologies underpinning its asset liability management (ALM) process. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Wilshire Consulting’s annual report on US state retirement systems reveals near-universal underfunding, leavened only slightly by the 19.5 per cent rally in global equity markets in the eight months since its cut-off date. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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