The paradigm shift is coming… does your fund have a covenant-ready retirement income solution?
With the Retirement Income Covenant just over a year away, trustee obligations will undergo a seismic shift. Developing an ‘income for life’ philosophy is one of the critical challenges facing superannuation funds.
A key task will be setting the investment and drawdown strategy for a retirement income solution – a task that is made complicated by the fact that the needs and circumstances of retiring members can vary greatly.
Allianz Retire+ partnered with the Australian National University to explore the ‘optimal’ strategies for retirees, and the issues and principles that funds may need to think about when designing retirement specific products and services.
Guest speaker Dr Geoff Warren
Dr Geoff Warren is an Associate Professor at the Australian National University, where he is Fund Convenor of the ANU Student Managed Fund. He is a member of various investment and research advisory boards, including for Atlas Infrastructure, ASIC, Brandes Institute, Conexus Institute, Salvation Army and Super Consumers Australia.
Geoff is an active researcher who focuses on investment-related areas with an applied emphasis, including: superannuation, retirement, fund management, portfolio construction, long-term investing, and evaluation and taxation of investments.
Prior to pursuing an academic career, he spent over 20 years in investment markets, including as the Director of Capital Markets Research at Russell Investments; as an analyst, Chief Strategist and Head of Research with investment bank Ord Minnett / JP Morgan Australia; and as an equity portfolio manager at AMP Capital.
Geoff has a PhD from the AGSM, and a BComm (Hons) with the University Medal from UNSW.
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