Jacki Ellis, Chris Plater, Charles Wu: Running a decumulation portfolio

Dispersion of opinion remains alive and well on the topic of how best to approach accumulation vs decumulation investing, but how different are these two regimes in reality? What does a decumulation investment process look like?  Furthermore, what does a decumulation process look like in a defined contribution regime, and in a guaranteed regime?  What are the perils, the assumptions, and the impossibilities, all of which need to be balanced? This is a practitioner’s discussion on the realities of running a portfolio with structural decumulation.

Speakers: Charles Wu, deputy chief investment officer and general manager DC investments, State Super, Chris Plater, chief executive and chief investment officer, Life, Challenger and Jacki Ellis, portfolio manager retirement strategies, First State Super

Moderator: David Bell, executive director, The Conexus Institute

Length: 33 mins

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Victims’ advocate says Crole banning ‘best thing ASIC has done’

Victims’ advocate says Crole banning ‘best thing ASIC has done’

A leading advocate for investors in the collapsed Shield and First Guardian master funds has welcomed the banning of the former chief executive of the licensee at the centre of investor losses. Melinda Kee has also urged senators to support proposed changes to the Compensation Scheme of Last Resort to make payment of compensation to victims faster and less stressful.

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