FISD Membership

Registration & Networking

Housekeeping and Introduction

Facilitator:

Scott Cooper, FIA, FISD Asia-Pac Regional Representative & Partner, Saquish Partners

Welcome Remarks: Morningstar

Host:

Jamie Wickham, Managing Director, Morningstar Australasia

Is international investment growing in Australian portfolios?

Australian investment professionals had been known to favour domestic-dominant strategies; is that changing?

• Is there is a growing percentage of portfolios allocated to International markets?  Why, why not?
• What’s responsible for the change: returns, growing need for diversification?
• Which international markets (if any) are favoured by Investment Managers and Financial Advisors?
• Has product accessibility be responsible for the change?

Panelists:

Ross Pullen, Head of Product Development, Chi-X Australia

Shweta Shah, Product Manager, Data Products – ANZ, Morningstar

Patrick Tompsett, Head of BuysideHead of Buyside, IRESS

Justin Wynne, Senior Investment Adviser CommSec Advisory, Commonwealth Securities Limited

Cloud and Data Lakes: What’s the Impact on Business Models and Policies?

Commercial models need to change.  The days of pricing by screens, eyeballs, symbol and bandwidth look a lot less relevant.  How will market data commercial models and data policies change?

• What commercial / packaging changes can we expect that will enable institutional consumers to populate “data lakes” with market data?
• How will data vendors change the way that they sell/dispense market data to reflect the transformation?
• Will the “data lake” concept create an opportunity for market data vendor displacement and/or fragmentation? 
• Will market data policies like “non-display” and “derived data”  be “cloud-ified” with “ingress” and “egress” policies?

Moderator:

David Kenny, Market Data Manager, National Australia Bank

Panelists:

Ryan Page, Sales Leader, Enterprise and Digital Wealth Solutions, Refinitiv

Frank Piasecki, President, Activ Financial

Use case: Platypus integration of ESG research and data into investment decision making processes

Carbon risks are playing an increasingly significant role in the mind of investors. Challenges still remain in how carbon data and carbon risks are reported on, yet significant strides are being made to standardize reporting. Marco and Peter will discuss challenges on how carbon data and risks are quantified, used in investment decisions and share the findings of recent study that looks at carbon risks and performance.

Interviewer:

Marco Sepulveda, Senior Associate, Client Relations , Sustainalytics

Participant:

Peter Brooke, Head of Quantitative Investments, Platypus Asset Management

FISD update and closing remarks

Facilitator:

Tom Davin, FIA, Managing Director, FISD

Networking Reception