Workshop: Designing a performance test for managed accounts

Amid rumours that government or regulators may introduce a superannuation-style performance test for the managed accounts sector, this session invites delegates to take a self-regulatory leadership position. Following a panel session setting the scene, this interactive session will seek to resolve key questions including: what benchmark is appropriate and investable, how does the test apply across super and non-super portfolios, and what are the implications for platform data disclosure and the SMA market? It will seek to draw out areas of industry consensus and contention.  

Includes table discussion