iPARM-Australia-2017-Thumb
24Oct
October 23, 2017 - October 25, 2017 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

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

24th October 2017 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.

Chairman:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC , Eagle Investment Systems (UK)
  • The problem with a one dimensional analysis
  • The critical importance of synthetic income
  • The simple five step approach to a universal solution

Speaker:

  • Carl Bacon, CIPM, Non-Executive Chairman at StatPro, UK
  • Performance Analytics has evolved considerably over the last few decades.
  • Increasingly complex investment strategies, sophisticated client demands and regulatory burdens has meant an explosion of new systems and data.
  • On top of this, funds are under intense pressure to control costs, lower fees and distinguish themselves in a packed field.
  • We take a look at some of the current issues facing our clients and the solutions they’re employing to address the future state of Performance Analysis.

Speaker:

  • Michael Dawson, Vice President, Analytics Manager Australia & NZ, FactSet
  • Celeste Carls, VP Product Specialist at BISAM, a FactSet Company

Refreshments and Networking opportunity for participants.

  • What is a model portfolio?
  • What prompted the call for standards?
  • Suggested best practices

Speaker:

  • Ambika D’Souza, CIPM, PMP, Vice President, Global Head of GIPS®, State Street Global Advisors

How successful has the technology platforms been so far at meeting the needs of end-users?

  • Where and why are the vendors winning and losing the game with competitors
  • How performance analytics software has evolved and continues to evolve
  • The future for performance analytics technology
  • What new challenges have emerged?
  • Do we need standards or guidelines to provide more uniformity in attribution methodologies?

Moderator:

  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, QSuper

Panel Members:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC
  • Eric Lapham, Senior Vice President Global Head of Sales, State Street Global Exchange

Effective data management for performance analysis & making the most of your data in the face of increasing cost.

  • Why is high-data quality so integral to performance and risk teams? What negative outcomes could result from poor data?
  • What efforts are being made to consolidate market data cost as prices from vendors continue to rise?
  • Working with your internal data and technology teams to extract the greatest value from your data
  • How could a well-designed data warehouse support the performance & risk teams?

Panelists:

  • Eric Lapham, Senior Vice President Global Head of Sales, State Street Global Exchange

Lunch and Networking opportunity for participants.

  • Active Share was introduced by Cremers and Petajisto in 2009 and has become very popular within funds management industry.
  • Being a simple, natural measure of “activeness” for equity managers, its popularity is mostly linked to the – still debated – proposition that higher Active Share leads to better performance.
  • In this presentation, we will demonstrate that, regardless of its performance predictive powers, Active Share is a valuable portfolio analysis and construction tool.
  • By attributing Active Share to the sources of risk, we will gain an insight into managers’ positions and process.
  • We then will extend our approach to multi-manager portfolios and will quantify what happens to Active Share once you combine several active managers together. This may be particularly useful when you consider firing a manager and/or adding a new manager from a list of candidates.

Speaker:

  • Simon Elimelakh, CFA , Head of Investment Risk, NAB Asset Management
  • The MDUF has been developed jointly by a panel of academics and industry professionals to assist superannuation fund trustees and others develop appropriate retirement products
  • This session provides detailed insights and case studies into the balance between income, flexibility and risk management for retirement products
  • The Treasury’s CIPR discussion paper signals a shot across the bow of the superannuation industry to focus more on three dimensions (income, flexibility and risk management) of retirement outcome

Speaker:

  • Estelle Liu, AIAA Quantitative Analyst, Mine Wealth + Wellbeing

How to get ready to become GIPS compliant. Should Australian organisations implement GIPS?

  • Why is the Australian industry reluctant to embrace GIPS
  • Why has it been so well received in overseas countries?
  • Who has got it right and why?
  • Is GIPS relevant in all geographies?
  • Should Australian organisations implement GIPS?
  • What needs to happen for Australian organisations to embrace GIPS?

Moderator:

  • Marc Rubenfeld, CIPM, Head of Eagle Solutions EMEA/APAC

Panel Members:

  • David D. Spaulding, Dps, Cipm, Md, The Spaulding Group (USA)
  • Ambika D’souza, CIPM, PMP, Vice President, Global Head of GIPS®, State Street Global Advisors
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • One Hour Cocktail Reception

Attendee Information

 

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. GovTech 2017 – Digital Government Transformation Conference

    November 27 @ 8:00 am - November 28 @ 5:00 pm
  2. Government Facilities Management 2017

    November 28

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.

Careers

 

Join IBR Conference and be part of a world class team of ambitious, talented people.

People who are consistently pushing the bounda- ries of innovation in the world of conferences, seminars and knowledge management.

View Careers.

Contact Info

 

We would love to hear from you and interact with you. Feel free to get in touch with us.

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