Nicolette Rubinsztein: Happy ageing: lifelong health, wellbeing and contentment

How to ensure a happy retirement for all Australians? How can we predict people who will age happily? This session will dispel certain myths and draw on research from the Blue Zones, a Harvard longitudinal study and the works of Ellen Langer and George Vaillant. The conversation will traverse topics spanning mental health, diet and exercise, alcoholism and the impact of community and purpose. 

Speakers: Nicolette Rubinsztein, director, SuperEd; UniSuper; OnePath Insurance; Zurich Australia

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

Length: 26 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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‘Lazy’ actuaries need to look forward, not back

The answer to underfunding is a closer working relationship between actuaries and investment professionals in forecasting investment returns and setting lower discount rates, according to Karen Harris, vice-president in the capital markets research group at Callan Associates, who believes funds cannot rely on investment strategies alone to get them “out of this hole”.mrec4inarticleinline Sponsored Content

Hybrid pension plans: history, economics, features

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Norway’s SWF makes first property investment

Norges Bank Investment Management, which manages the Norwegian $2,908 billion kroner ($500 billion) Government Pension Fund Global, has made its first property investment following approval by the Norwegian Government to invest in the asset class in March.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

The impact of scale, complexity, and service on admin costs

Using data on 90 pension funds from 2004-2008 this paper examines the impact of scale, the complexity of pension plans, and service quality on the adminstrative costs of pension funds, and compares those costs across Australia, Canada, the Netherlands, and the US. It finds that, except for Canada, large unused economies-of-scale exist.mrec4inarticleinline Sponsored Content scnative1

Rebalancing not so simple with diverse beta sources

Simple reblancing of portfolios back to strategic ranges after a market rise or fall is not as simple as you may think, according to a research note from brokers Morgan Stanley. The new investment required after a fall may be surprisingly large.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Major asset allocation review for $15b Thai fund

The $15 billion Thai Government Pension Fund is looking at a major asset allocation shift, having ridden out the financial crisis with a massive and fortuitous overweighting to bonds. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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