In William Shakespeare’s Hamlet, royal councillor Polonius advises his son Laertes, who is leaving Denmark for France, to “neither a borrower nor a lender be, for loan oft loses both itself and friend, and borrowing dulls the edge of husbandry.” Polonius’s exhortation, while perhaps well-meaning, would have rendered him ill-equipped to be an #investment manager in modern times. So how can investors effectively allocate to #credit to build better portfolios? https://lnkd.in/gUHyz6K6
[i3] Investment Innovation Institute
Investment Management
SYDNEY, NSW 10,146 followers
Transforming Institutional Investments
About us
The Investment Innovation Institute [i3] is a leading provider of educational forums and editorial content for the institutional investment community, with particular focus on sovereign, pension, endowment and insurance funds management. [i3] seeks to challenge traditional paradigms in institutional investing, inspire new thinking and instigate change. This is delivered via a series of programs and editorial channels. • [i3] Forums comprise interactive dialogues, ideas exchange and peer-to-peer networking, focusing on ideas relating to investment strategy, asset allocation, implementation practices and governance. • [i3] Luncheons complement the forum series, featuring practitioners, academics and book authors. • [i3] Insights consists of a dedicated portal (https://i3-invest.com/insights/) and a monthly email commentary to investors mainly in the Asia-Pacific region, but increasingly in North America, Europe and the Middle East. • [i3] Podcast features a series of interviews and candid conversations with global investors and thought leaders. Through the programs and editorial, [i3] provides an independent platform for investors to be kept abreast of global thought leadership, academic research and best practices.
- Website
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https://www.i3-invest.com
External link for [i3] Investment Innovation Institute
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- SYDNEY, NSW
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Education, superannuation/pension funds, sovereign wealth funds, insurance, endowment funds, funds management, and investment
Locations
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Primary
Get directions
Suite 601, Level 6
67 Castlereagh Street
SYDNEY, NSW 2000, AU
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Get directions
4304, 43/F China Resources Building
26 Harbour Road, - Wanchai, HK
Employees at [i3] Investment Innovation Institute
Updates
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Episode 105 of the [i3] Institutional Investment Podcast is coming out next week. In this #preview, Jessica Sclafani, CAIA shares some insights from T. Rowe Price research on consumer attitudes towards guaranteed products in #retirement preferences. Keep an eye out for the full episode next week, discussing a 5 dimensional approach to retirement Imbi Field Craig Hurt
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CareSuper and Spirit Super have finalised their #merger, creating a $53 billion #superannuation fund with 573,000 members. The merged entity will continue under the banner of CareSuper. https://lnkd.in/gVgi7TJK
Merger hub
caresuper.com.au
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As the global economic landscape continues to evolve, the need for agile and adaptive #credit portfolio construction becomes more important. However, the trade-off between return, diversification and #liquidity is often challenging. In partnership with Allspring Global Investments, we're delighted to host the [i3] Credit Roundtable for institutional investors https://lnkd.in/givHSWXb Martha Delgado, CFA Josephine Neo Priscilla Phoon Ignatius Choong Andy Sowerby
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We're delighted to share case studies and commentaries on private wealth and family offices, from: - Evans & Partners' Tim Rocks - Sun Venture's Serene Tan - Koda Capital's Norman Zhang, CFA - SANDHURST TRUSTEES LIMITED's Thadeus McCrindle - Mason Stevens' Jacqueline Fernley, CFA, CEW Member, GAICD - Todd Family Office's Mark Albiston - Perpetual Limited's Lydia Kav and more.....
The Freedom of Private Wealth | Sun Venture & The Art of Asset Allocation | Koda: Customisation Via Alternatives | TAA at Sandhurst Trustees
[i3] Investment Innovation Institute on LinkedIn
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Congratulations to Michael Block on your appointment as Chief Investment Officer of Bellmont Securities. Michael will oversee all aspects of Bellmont's Investment Strategy and Portfolio Management and will work alongside an experienced #investment team consisting of Peter Bell, Daniel Deverich, CFA, David M. and Christopher Lioutas
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We're in for a treat as Hostplus Chair Damien Frawley shares his #leadership experiences of managing #investment teams, at the inaugural [i3] NextGen: Portfolio Strategy Academy https://lnkd.in/gkYgY4pc
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'Tis the season to be jolly... we're delighted to host the annual #Christmas Reception for members, clients and friends at the Museum of Sydney this year https://lnkd.in/g4zbjPeT
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Craig Thorburn in a more serious and sombre tone when fielding questions on #geopolitics and long-term #investing, at last week's [i3] Strategy Luncheon co-hosted with the Future Fund Many thanks to the team at Future Fund for your kind hospitality 🙏 Arriarne Kemp-Bishop Naomi Rebeschini Kiah Hanratty Will Hetherton
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The ‘index of fear’ shows that the frequency and severity of #volatility shocks are both increasing, particularly in the period since the GFC, commented Northern Trust Asset Management’s Michael Hunstad https://lnkd.in/gGP7ASn4 Theresa Hoogland Amber Morgan
[i3] Webinar: Navigating a New Risk Paradigm - Investment Innovation Institute
https://i3-invest.com