This mini-conference provides valuable insights into asset allocation strategies including life cycle products, the use of derivatives in asset allocations, and the perennial debate of active versus passive strategies.

Topics Covered:

• Asset allocation lessons learned during COVID-19
• Asset allocation for life cycle strategies
• Considering the balance between active and passive equity allocations
• The optimum allocation to active or passive
• The different role of long duration and short duration fixed income in lifecycle strategies
• Asset allocations for superannuation default member options
• The use of derivatives for rebalancing
• Floating versus static asset allocation benchmarks
• The value of a “Reference” portfolio in performance attribution
• Attribution of risk and return in asset allocation decisions
• Alternative approaches to the use of rebalancing derivatives at an option level
• Matching derivatives to physical asset performance for global equities fixed income durations and other considerations
• Has the use of derivatives contributed to investment risk in volatile markets?
• The growing interest in low cost, passive superannuation fund member options

Conference website