Event Profile

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CAIA Australia would like to invite you to a luncheon discussion on the topic of Total Portfolio Approach in Sydney on Tuesday 12th September. Steven Novakovic (CAIA Managing Director, Curriculum) will introduce the topic. Katy Clymo (General Manager, APAC Institutional Distribution, Challenger) will then moderate a discussion between Steven, Andrew Fisher (Head of Investment Strategy, ART) and Jessica Melville (Head of Mid Risk Portfolio Strategy and Research).

We have known of the limitations of the traditional asset allocation process MVO (Mean-Variance Optimization) for decades, but it continues to persist as the primary method for constructing long-term portfolios. Over the last decade, a small, but growing number of institutional investors have adopted a new method called Total Portfolio Management/Total Portfolio Approach. What is this? What makes it different from MVO? Should my institution be adopting this approach? What are the challenges to implement the TPA approach?

Guest Speakers:

• Steven Novakovic, CAIA, CFA, Managing Director, Curriculum, CAIA Association
• Andrew Fisher, Head of Investment Strategy, Australian Retirement Trust
• Jessica Melville, Head of Mid Risk Portfolio Strategy and Research, AustralianSuper

Moderator : Katy Clymo, General Manager, APAC Institutional Distribution, Challenger

Programme

12:00 – 12:10 Welcoming Guests

12:10 – 12:30 Steve Novakovic presentation on TPA

12:30 – 13:10 Panel discussion with Steven, Andrew and Jessica; Q&A moderated by Katy

13:15 – 14:00 Lunch and Networking