ASX Financial Adviser Day in partnership with Kaplan Professional

As the Australian ETF market closes in on A$200 billion in funds under management, Rory Cunningham, Senior Manager, Investment Products, ASX will share some of the recent trends we are seeing across ASX Investment Products and key considerations for financial advisers using ETFs and Listed Investment Companies for client portfolios.

ASX

It’s been an interesting past year for investors. With peaking interest rates and the world’s biggest economies teetering on the brink of recession, Senior Economist of the Asia Pacific Region Grant Feng from Vanguard will set the scene and underscore the major economic trends heading into the new financial year.

Vanguard

With active management expanding into the ETF sphere, hear how the latest investment trends are enhancing human decision-making at scale, offering investors access to innovative strategies and tools for portfolio construction. Led by 20+ year veterans Macquarie’s Systematic Investment Co-Heads, Scot Thompson and Benjamin Leung, this session will highlight how quantitative investment tools leverage large data driven models that seek to offer robust and differentiated sources of returns. And with new ETFs, it’s now easier than ever for investors to access the investment approaches traditionally reserved for institutions.

Macquarie Asset Management

A shift to a greener future has opened the doors to newer investment opportunities poised for growth over the coming decades. James Tsinidis will talk through the multitude of investments worth consideration to justify why Munro Partners believe that the push for carbon reduction is the biggest investment opportunity since the advent of the internet.

Munro Partners

While investing by tracking an index offers advantages such as low-cost and diversification, you still risk leaving some money on the table. Dimensional Senior Portfolio Manager Slava Platkov shows how you can reap the benefits of indexing but go beyond that with a flexible process that harnesses the information in market prices to systematically target the drivers of higher expected returns. In this session, we also detail the benefits of a transparent, systematic active approach in ETFs to differentiate your business and meet client needs.

Dimensional

The onset of rising interest rates over the past two years has seen swathes of investors flock to cash investments such as high interest savings accounts and term deposits. While this may make sense in the short term, not many investors would consider an investment in cash as the optimal strategy over the long term. So could continuing to invest in cash hurt investors’ ability to achieve their goals? Our speaker from State Street Global Advisors will show you alternative defensive investment opportunities to consider in this new era of higher rates.

State Street SPDR ETFs

The future is inherently unknowable. Aoris, CIO, Stephen Arnold explores why it’s crucial investors ignore the macro noise and prioritise fundamental, quality investing for long-term investment success.
Stephen will talk through Aoris’ unique approach to investing with an emphasis on three of the highest quality all-weather businesses that meet their strict investment criteria.

Aoris

With the rapid changes we have seen in the past year to the macro landscape, advisers have had to adapt quickly to ensure they continue building efficient portfolios for their clients. Uwe Helmes from BlackRock will outline the key market drivers forcing these changes and make the case for why you should consider holding managed accounts as well as highlight what you need to look for when picking a managed account provider.

Blackrock

As SMSFs are unable to borrow money to invest, the possibilities of geared exposure are limited. Instalments are a popular tool and represent one of the few eligible forms of gearing available in the super environment. Elizabeth Tian from Citi will talk through everything you need to know to get started using instalments.

Citi

The exponential growth of AI rolls on in 2024 and some of the most exciting investment opportunities at the moment exist in this space. Hear from our experts from Loftus Peak who will give an overview of the AI industry and how they are finding investment opportunities.

Loftus Peak

In this session, our panel of experts will give you a quick-fire rundown of what investment opportunites are available to you in 2024.

Antipodes, WAM Global, Firetrail