Lara Bourguignon and Liz Hughes: Working together to improve adequacy in retirement

Australia has a world class accumulation superannuation system but with considerable imbalance across gender, employment type and education. Drawing from superannuation funds, professional advisors and consultants, this session will explore what can be done to promote education, adoption of good habits and sharing of knowledge so there is dignity in retirement for all Australians.

Speakers: Lara Bourguignon, managing director superannuation, retirement & platforms, AMP and Liz Hughes, financial adviser, Wealthspring Financial 

Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial

Length: 30 mins

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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.

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Portfolios of the future: Resilience and risk management

Investors need to prioritise resilience, risk management, digitisation trends and talent to future proof their portfolios says OPTrust CIO James Davis.

Innovation needed on fund disclosure of corporate strategy

A minority of pension funds reviewed for the GPTB publicly disclosure their organizational strategy in a way that goes beyond disclosures of economic and market conditions and the impact on the performance of their investments. Michael Reid argues there is room for improvement in communicating key corporate activities to stakeholders.

Investor solutions in a changing world: Cash flows, scarcity value and sustainability

In a complex investment environment, investors should get back to basics and focus on corporate cash flows, scarcity value and the impact of inflationary pressure on profits. Simplicity will serve investors well in the coming years.

The transformative technologies set to shake up financial services

Technologies that have decimated and transformed the retail and manufacturing sectors are finally ‘knocking at the doors’ of the services sector, and institutional investors need to build a higher level of technology education among in-house sector specialists to stay ahead of the curve, argues Taimur Hyat, chief operating officer at PGIM, the investment management business of Prudential based in New Jersey.

Building an inclusive transition for emerging markets

If the world is to achieve net zero, investors’ current approaches to allocating capital must change. We examine the flaws in asset managers’ and owners’ interpretation, which has led them to set portfolio-level carbon targets that will stymie global net zero ambitions.

Portfolio alignment metrics will be a crucial catalyst of the transition to net zero

David Blood, head of the portfolio alignment team at the COP26 private finance hub and co-founder of Generation Investment Management argues that portfolio alignment metrics will be a crucial catalyst of the transition to net zero. Here he argues, with Dominic Tighe and Tanguy Séné who are members of the portfolio alignment team, that by establishing standards of best practice, the Portfolio Alignment Report helps these metrics to reach their potential.

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