CIE’s Equities Forum brings together the largest delegation of senior equities investors in Australia to addresses the most critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions, and assessing risk management techniques, focused on achieving their individual investment objectives.

While domestic equity exposure will remain a cornerstone of Australian institutional investor portfolios, as the pool of institutional capital and retirement savings continues to grow, allocations are set to spill over into global equities. As this trend towards allocating offshore evolves, investors will encounter unique challenges that necessitate the adoption of new approaches to investing and an adaptation to organisational structures and frameworks to successfully transition portfolios.

Topics to be covered include:

• Finding true sources of active alpha and the growing importance of alpha to overall portfolio performance

• Contextualising macroeconomic and geopolitical themes and their impact on equities investing

• Assessing trends transforming the equities investment landscape domestically and abroad

• Broadening equities investment exposure offshore: developed and emerging markets

• Exploring new approaches to constructing portfolios and managing risk

Who should attend?

• Chief Investment Officers

• Heads of asset classes

• Investment committee members

• Senior investment staff

• Trustees of institutional investor entities

Attendance:

Approximately 40-50 representatives of institutional investor entities