Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
Funds that want to take the total portfolio approach first need to get the total portfolio view. To do that they not only need data – and lots of it – but a rock-solid understanding of exactly how they’re going to use it.
Aware, QSuper awards finals double
Chant West, scheduled to hold its annual awards dinner this Wednesday evening, May 26, has announced the 10 finalists in the last two categories decided upon – Best Fund: Innovation and Best Fund: Integrity. Two funds are in both categories.
The finalists are:
Best Fund: Innovation – Aware Super, QSuper and its proposed merger partner Sunsuper.
Best Fund: Integrity – Aware Super, AustralianSuper, Cbus, CFS First Choice Wholesale, HESTA, Netwealth and QSuper.
Read the full list of finalists for all categories.
The Awards recognise excellence across 12 award categories and showcase industry best practice to help lift standards across the sector, enabling winners and finalists to receive recognition for their work in important areas like investments, member services, advice and insurance.
The theme this year is ‘Resilience’. Chant West says it is looking for funds that have demonstrated they can manage an ever-changing environment in relation to investments, regulation and work practices in a way that continues to deliver strong member outcomes.
“We’re proud to have the continuing support of AIA Australia as our major sponsor and Investor Strategy News as our media partner,” Chant West says.
Alexandra Tullio, board director and chief executive of Financial Executive Women, will be the MC for the event.
Registrations at: www.chantwestawards.com.au
