Thinking Ahead Institute breakfast seminar - Sydney

Thinking Ahead Institute breakfast seminar - Sydney

What duty does the investment industry have to society? Is it enough to generate financial returns for clients, or are we obliged to recognise our role in major issues such as climate change? What does it mean to invest sustainably? We are delighted to invite you to the 2020 Thinking Ahead Breakfast Seminar in Sydney. In a series of short presentations we will present the 'best of' the Thinking Ahead Institute's* research before allowing space for questions and discussion. Topics include:

Spectator or participant? The investment industry and climate change

Climate change is not a side effect. It is a direct consequence of us treating the atmosphere as a costless sink for our waste. Climate science suggests we have 10 years to change the trajectory of carbon emissions. Will the investment industry passively spectate, or get involved? We issue a call to action.

The ‘why’ behind the ‘how’: purpose and value creation in the investment industry

Are purpose and value in the eye of the beholder, or can they be described objectively? We propose a broad-based and long-term definition, and explore some of the tools available to organisations to better define, measure and monitor value created.

The investment organisation of tomorrow

As the pace of external change accelerates, investment firms face disruption on multiple fronts. The implications are wide-ranging and fundamental affecting business models, people and operating models as well as investment models. We describe the practical steps firms can take to prepare for an uncertain future.

The total portfolio approach

Developments in the philosophy and execution of portfolio allocation at several leading global organisations are resulting in processes that are more tied to goals, more joined-up and more dynamic. We describe the advantages – and the challenges – of the total portfolio approach.

The reinvention of defined contribution

DC arrangements worldwide represent over $20tn, but there are weaknesses: goals are ill-defined and governance structures are frail. The system is changing in areas such as retirement income, member engagement and the emergence of multi-employer platforms. This session explores the drivers shaping DC’s future.

Please save the date – Tuesday 10 March 2020 – and join us at 7:45am for breakfast and a seminar in Melbourne that will touch on some of the biggest questions facing investment organisations today. We will be finished by 10.30am, although we will serve coffee afterwards if you would like to stay and chat.

* The Thinking Ahead Institute was established in 2015, with the mission of improving the investment industry for the benefit of the end saver. We believe in the power of genuine thought leadership to refocus the industry on those it is there to serve. With over 40 members around the world who now share this vision and their combined assets of over US$12 trillion, we believe radical change is a real possibility.

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