05 - 06 June, 2019 | The Royce Hotel, Melbourne
Conference Day One: Wednesday, 5th June 2019
9:00 am - 9:30 am Coffee & Registration
9:30 am - 9:40 am Conference Opening
9:40 am - 10:20 am AustralianSuper Case Study: Improving Portfolio Management Outcomes And Reducing Operational Risk In A Multi-Asset Environment
AustraliaSuper has been working on building their own data systems and capabilities to support their growth. 6 years into this journey, they have been better managing their data to uplift risk and compliance oversight as well as reduce operation costs in a complex operational environment across multiple asset classes. This has helped invest back into their members.
Relatively advanced in their investops transformation, learn how the business:
- Developed a roadmap to successfully transition from an out-sourced to in-sourced operations function
- Works through challenges with merging multiple data sources to drive meaningful insights for portfolio managers as well as accurately quantifying risk exposures
- Worked through challenges with customizing and developing a data management system in a high volume environment
10:20 am - 11:00 am How Northcape Capital is Owning Their Performance Analytics Data by Insourcing Their Processes for Efficiency
Northcape Capital is a privately owned investment management company who has over $10 billion worth of funds under management. They are currently working on insourcing their performance analytics capabilities as a response to increasing client expectations for more efficient means of accessing their investment data. This allows for more flexibility over their processes and ownership of their data. It’s a scalable solution that circumvents dependencies on external service providers. Innovation in technology, robust automated systems and general streamlining of processes is key to their future operational outlook.
This session will talk about:
- Detailing how the organic growth of the company has led to more requirements for operational efficiency
- Balancing between insourcing and outsourcing for maximum cost effectiveness and flexibility
- Achieving data ownership and access to better service and meet the requirements of clients
11:00 am - 11:30 am Speed Networking
11:30 am - 12:00 pm Morning Tea
12:00 pm - 12:40 pm RAIZ Invest’s Effective Data Management and Governance to Gain an Information Edge
The rise of the amount of data that is collected and stored is also becoming increasingly complex and accessible. It is now paramount to control and monitor data responsibly and efficiently so that it can become a strategic asset to success. Managing data is very costly and the challenge is getting everyone to agree on the objectives. Strong stakeholder buy-in and data governance structures are key for success.
Learn in this Session About:
- Managing data to improve productivity and business decision making
- Using data governance to align and work cohesively with business goals
- Utilising data for performance and risk analysis for a competitive advantage
- Understanding the right data to use and how you’re using it for discipline and reducing risk
2:20 pm - 3:00 pm How Montgomery Investment Management Is Bringing Maturity to Automation of Processes in Investment Operations
Automation is transforming the way investment and asset management operations are carried out on a daily basis. Investment and asset management company back offices are often rife with manual work so automation is needed for better operational efficiency and to cut down on costs. Montgomery Investment Management has automated a large part of the operations to bring efficiency and add value to their front office.
- Optimising investment operations through improved automation
- Accelerating analysis and reporting generation to overcome the repetitive grind of moving data to generate reports
- Mastering operational complexity to ensure quality data for analytics
1:20 pm - 2:20 pm Lunch Break
12:40 pm - 1:20 pm How Eastspring Investment is Undergoing a Huge Transformation Journey to Scale up Capabilities
Eastspring Investments in Asia’s biggest asset manager and offers innovative investment solutions to meet the needs of the client. They are currently going through a long haul transformation program to upscale capabilities and update internal systems with some tangible and intangible challenges along the way.
Hear about:
· Managing expectations of the program and ensuring change management for the users and staff to make sure it is relationship driven
· Streamlining operations by utilizing a hybrid approach of Outsourcing, Software as a Service (SaaS) & in-sourcing.
· Selling it to the stakeholders and have it driven by front office strategy while leveraging tools like RPA and AI
· Focusing on a commercial angle and the Return on Investment (RoI) in a large company with complex operations
3:00 pm - 3:40 pm How Zurich Insurance Digitised 48 App Flows and Reduced Operational Costs by 51%Through Robotics Process Automation
Robotics process automation (RPA) helps to make manual processes more efficient and reduce processes claims. This has allowed Zurich to focus on a faster and quality delivery and focus on the more productive and important tasks. The challenge is administering more complex products not handled in traditional automated ways.
This session will delve into:
- Taking a proactive approach to automation rather than reactionary and embedding that into everyday processes
- Implementing robotics for end to end process chain for greater operational efficiency
- Ensuring to keep the human touch by using robotics to enhance and coexist for improved processes
3:40 pm - 4:10 pm Afternoon Tea
4:10 pm - 4:50 pm How Watermark Funds Management is Reducing Operational Strain Through Streamlining Processes and Outsourcing
Water Funds Management are active, high conviction investors in Australian public companies who are in the process of launching new funds and a big proliferation of products. They are restructuring their staff and resources using more elegant solutions.
This session will talk about:
- Consolidating processes to better suit what clients are trying to achieve
- Working closely with people and infrastructure when outsourcing middle and back office to adjust to changing needs
- Utilising technology and developing tools to build automation in processes for less human error
Champagne Roundtable
This is your chance to make your conference experience truly interactive and collaborative. Each IDG is set in a roundtable format and will be facilitated by an expert practitioner in the space. In two rotations, each IDG will last for 30 minutes, allowing you to pick the two top of minds topics you wish to discuss and solve.