Nick Callil and Dante De Gori: Over the policy horizon

The Productivity Commission has started the journey to understanding how the superannuation system can deliver sustainable retirement incomes. This session looks at how to deliver clear objectives that cater to diverse circumstances of retirees, especially as the economy and financial markets experience extreme strain. The session considers the immediate challenges with unemployment, early access to super and the advice gap as anxieties mount.

Speakers: Nick Callil, head of retirement solutions, Australia, Willis Towers Watson and Dante De Gori, chief executive, Financial Planning Association

Moderator: Matt Smith, director of retail content, Conexus Financial 

Length: 42 mins

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Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution

Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.

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CFA’s DEI code could be revolutionary

The CFA Institute’s Diversity Equity and Inclusion Code could result in a fundamental review of practices in some asset owners and managers according to Sarah Maynard, global head of external inclusion and diversity strategies and programs at the institute.

Dear board, a date for your diary…

For many boards net zero is the greatest investment governance challenge of all time, says the Inevitable Policy Response's Julian Poulter. He says a starting point for asset owner boards is a house view on the future, as opting for a standard asset allocation with a reliance on passive indices is unlikely to yield optimal results.

Stephen Kotkin: Why greenwashing is pervasive

Greenwashing is pervasive and it's no mystery why, according to Professor Stephen Kotkin, who says governments continue to sign on to mandates they cannot meet, and investors pledge commitments they cannot redeem, creating a lucrative industry in greenwashing.

Entrenched risk-management practices will yield to climate trends

Antiquated risk management practices will be forced to evolve to accommodate climate risks. By estimating the future instead of just measuring the past, risk managers will own the beliefs and strategies that underpin their projections researchers at FCLTGlobal predict.

ADIA infrastructure focuses on renewables, digital

ADIA is increasing its focus on renewables and digital infrastructure as its infrastructure investments mature and a more sector-led strategy is introduced into the planning process according to Karim Mourad, global head of infrastructure at ADIA.

Value creation through decarbonization

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods. 

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