AAA Summit 2020 agenda - Intrepid Minds

7^th Annual Asset Allocation Australia Hybrid Summit

Thursday 29 April 2021, Dockside Sydney and Online

Global market outlook: the post-pandemic economy and what to expect
- Moving on a path of recovery after a challenging 2020
- Examining global market developments and what does they for Australia?
- Navigating the current geopolitical landscape and the Australia-China tensions
- Assessing the impact of low interest rates and where to locate opportunities

Utilising risk management strategies in the time of uncertainties
- Managing risk in a low interest rate environment
- Effectively managing risks to drive returns
- Making plans for the next potential risk on the horizon
- Assessing risk-return profiles in asset allocation decisions

Using diversification to construct robust portfolios
- Re-examining current diversifiers and discovering potential alternatives
- Driving growth with diversifying strategies
- Diversifying across asset classes to reduce volatility and equity risks
- Achieving diversification in the low return world

Redefining the role of fixed income under the impact of the global pandemic and Central Bank measures
Does fixed income still act as a sufficient diversifier?
Building allocation in fixed income in a low interest rate low return market
Where are the fixed income opportunities when its yields are in historical lows?

Prioritising ESG and impact investment strategies in your portfolio
- How is ESG performing in the current environment and what role has it played in asset allocation?
- Integrating ESG factors in portfolio construction and macro decision making
- Incorporating carbon footprint alongside ESG strategies
- Discovering ESG trends and opportunities to watch

Finding potential high returns in emerging markets
What are the risks of investing in emerging markets in Asia, the region that will be driving world GDP growth in the next decade?
Choosing between listed and unlisted assets in emerging markets
Incorporating emerging markets into your investment processes

Are defensive classes defensive enough?
Delivering defensiveness into your portfolio while being forced to take more risks in attempt to generate a reasonable return
Defensive vs diversified strategies, what has worked so far?
Positioning your growth with a defensive component in a low yield high volatility market

Implementing alternative investment strategies to gain yield in the current market
- Will the current environment lead to higher leverage to enhance returns?
- Utilising alternative investment strategies to diversify portfolios
- Is there a case for volatility trading as a strategy in current markets?
- Evaluating strategies to ensure your portfolio is sufficiently hedged

Using carefully considered strategic asset allocation to protect you from volatility
Setting your targets according to risk tolerance and investment timeframe
Are strategic/dynamic/tactical asset allocation methods still producing continuous source of alpha?
How have investorsrebalanced their portfolios in the current market?

Discovering the opportunities in private debt markets
- Locating private debt opportunities in the Australian market
- Hearing the outlook for the private debt market
- Measuring and managing the risks in private debt
- What role can private debts play in your portfolio to remain resilient

How will ‘Your Future, Your Super’ reforms change the way you invest?
Exploring the implications of package reforms on investment strategies and active management
Dealing with increased attention of comparing super industry’s performance between peers
Managing member expectations and raising awareness of the challenges superannuation funds are facing with lower expected returns
Fulfilling your obligations to legislative changes and new regulations
Is the ‘early access to super’ policy a danger?