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Showing 1 - 10 of 11 results for "Ideas Exchange"

Financial planning veteran launches ideas exchange

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
TownsendCobain Private Wealth partner Tim Townsend has launched a forum-based initiative, WealthLeaders eXchange, targeting financial advisers involved in the investment decision-making process and with client assets of at least $200 million. "What ...

Insto investment committees step away from status quo

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... governance model oversees or monitors the approach at regular intervals. Speaking at the 2018 Willis Towers Watson Ideas Exchange in Melbourne, O'Gorman said there are three major risks to this approach. The first is that overall investment objectives ...

Pension funds must recognise stewardship licence: WTW

DARREN SNYDER  |  TUESDAY, 1 MAY 2018
... And that figure can't be right if you hold a normative view, he said. Speaking at the 2018 Willis Towers Watson Ideas Exchange in Melbourne this morning, Urwin said the Japanese Government Pension Investment Fund (GPIF) was a leader in asset owner stewardship. ...

WTW launches insto platform

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... on the platform, with equities soon to be made available. Willis Towers Watson told a recent investment manager ideas exchange briefing that AMX will be rolled out across other countries, including Australia in due course. Investment managers must package ...

Investment committees must consider culture

DARREN SNYDER  |  FRIDAY, 27 MAY 2016
... something often undervalued at asset owner and asset management firms. Speaking at a recent Willis Towers Watson ideas exchange in Sydney, the firm's global head of investment content Roger Urwin said people have often drawn a blank when it comes to ...

Good asset owners benchmarked at $30bn

DARREN SNYDER  |  WEDNESDAY, 25 MAY 2016
... global consultant Willis Towers Watson. The firm's global head of investment, Chris Ford, told a recent Sydney ideas exchange that few asset owners globally have the required scale (US$30 billion) to do a good job, and those that do are under immense ...

Labor opposes super trustee governance bill

DARREN SNYDER  |  TUESDAY, 10 NOV 2015
... member Helen Rowell" who delivered a speech at the Australian Institute of Superannuation Trustees (AIST) Governance Ideas Exchange Forum in Melbourne last month. The Senators said that under direct questioning at the committee's inquiry, Rowell conceded ...

Beware 'apples with apples' super comparisons

DARREN SNYDER  |  FRIDAY, 23 OCT 2015
... Authority (APRA) member Helen Rowell told an Australian Institute of Superannuation Trustees (AIST) Governance Ideas Exchange Forum that on a number of occasions in the last few years she has "noted that comparisons of investment performance at fund ...

FEATURE: Reshaping insurance

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... that retention." This reflects Media Super deputy chief executive Michael Rooney's comments at the recent AIST Ideas Exchange - Insurance event in Sydney, when he said that his fund "saw insurance as an opportunity to keep members on our books rather ...

In-housing creating consultant uncertainty

MARK SMITH  |  MONDAY, 3 NOV 2014
... combat the in-housing of super fund investment teams, with a variety of strategies emerging. At its recent annual Ideas Exchange in Melbourne, Towers Watson addressed superannuation fund CIOs some of whom have bolstered their internal investment capabilities. ...
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