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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Exploring the link between innovation and investment governance

Exploring the link between innovation and investment governance

The relationship between governance and performance has been explored in-depth, contributing to the belief that long-term business and investment success requires prioritising ethical, sustainable, and responsible practices alongside financial performance. Investment governance, which refers to the systems, policies and procedures used to inform investment decisions, is an essential part of good corporate governance for all

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