Session video

Conflicts and the role of research

Key decision makers in advice, funds research and investment product design discuss the challenges and solutions ahead for the research industry to navigate conflicted business models in the creation and dissemination of high quality, timely and independent insights that help advisers satisfy their obligations under FASEA’s Code of Ethics and to clients.

Session video

Earning a place in the portfolio

The ruthlessness with which investors now need to assess forward risk and return outlooks for all asset classes could mean a move away from conventional SAA to a more flexible approach which may exclude some assets of sub-asset classes in part or completely. What makes the cut and which assets are dispensable in this new world?

Session video

How to pick a fraud

This session provides insight into the work the regulator is doing in this area as well as determining the line between marketing and misrepresentation.

Session video

Addressing fees and performance head-on

The continued focus on fees has resulted in more efficient models and portfolios populated with low cost smart beta. Where can costs continue to come down and at what point does the consideration of fees become too prominent?

Session video

ESG – Beyond the greenwashing

This session gives researchers the tools to understand client demand and match these with solutions, a process that can involve navigating contradictions in labelling at both the portfolio and individual company level.

Session video

The evolution of research

This panel looks at the evolution of research and asks what are the appropriate structures, governance measures and qualifications needed within the research industry to advance advice outcomes.