The Investment Innovation Institute [i3]

The Investment Innovation Institute, known as i3, was founded in 2012 by Teik Heng Tan. Initially, the Institute introduced three educational initiatives aimed at Australian superannuation funds and insurance companies, concentrating on investment strategies and governance. In the past few years, i3 has expanded its offerings to include programs for Asian investors, organizing forums in locations such as China, Hong Kong, and Singapore. Additionally, a dedicated portfolio construction program for pension and sovereign wealth funds in the Pacific island area was created, with events held in Fiji and New Zealand.

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Articles

Are ETFs The Future?

1 week ago | i3-invest.com | Michael Block

Exchange Traded Funds (ETFs) allow investors in the private wealth sector to make asset allocation decisions that are usually reserved for institutional investors, Bellmont Securities’ Michael Block writesAccording to Monty (not my dog) the future of wealth management is here, and it is ETFsI work in wealth management and I can tell you that ETFs are a gift from g-d. Let me relate a recent war story to you.
Navigating the Politics and Practicalities of Renewable Energy Investment

2 weeks ago | i3-invest.com | Wouter Klijn |Florence Chong

As subsidies for renewable energy fade and assets age, super funds and institutional investors face new challenges from repowering, regulation, and return. Florence Chong speaks to Birdwood Energy’s Manish Rastogi about how to mitigate some of these risksRenewable energy has emerged as a key sector for super funds and other institutional investors looking to participate in the energy transition and to meet their net-zero targets.
Blended Real Estate - The New Frontier for Institutional Investors

2 weeks ago | i3-invest.com | Florence Chong

Institutional investors are increasingly looking to blend listed and unlisted real estate strategies to complete their existing portfolios, Florence Chong writesAn Australian super fund has totally overhauled its property portfolio to include listed real estate investment trusts (REITs). In the process, the fund’s real estate portfolio is now more diverse in both sector types and geographies.
FCLT's Eduard Van Gelderen

3 weeks ago | i3-invest.com | Wouter Klijn

Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a true long-term mind-set. Van Gelderen joined FCLT in 2024, after spending over six years as the Chief Investment Officer of PSP in Montreal, Canada.
Building An Institutional Memory at NZ Super

3 weeks ago | i3-invest.com | Wouter Klijn

NZ Super is gearing up to combine a multitude of investment data models across the organisation into a central model-of-models, which should lead to better investment decisions and cost savingsNew Zealand Superannuation Fund’s (NZ Super) efforts to build a comprehensive data analytics function that sits inside the investment team have progressed to the point where it can now start using cross-team models and data to make better investment decisions.
Is Private Credit in Trouble?

3 weeks ago | i3-invest.com | Wouter Klijn

Regulators are stepping up their scrutiny of private credit as the sector has grown rapidly and defaults are looming.
Super Funds Seek Higher Return Through Dynamic Asset Allocation

3 weeks ago | i3-invest.com | Wouter Klijn

Dynamic asset allocation has moved out of the shadow to become a key competitive tool for superannuation funds as they face pressures from peers and regulators alikeHistorically, institutional investors have used dynamic asset allocation (DAA) to manage shorter-term risks that stem from pursuing a long-term investment strategy.
ACCC Gives Green Light to RACQ, IAG Merger

1 month ago | i3-invest.com | Wouter Klijn

ACCC will not oppose IAG and RACQ mergerThe Australian Competition and Consumer Commission (ACCC) has given the green light to the merger of IAG and RACQ Insurance, by not opposing the transaction. The regulator considered the impact of the proposed acquisition on the supply of home and contents insurance and the supply of motor insurance and assessed the level of competition provided by other existing insurance providers.
Rest Appoints New CIO

1 month ago | i3-invest.com | Wouter Klijn

Rest has found a new CIO to lead the investment teamThe $93 billion superannuation fund Rest has appointed Michael Clancy as Chief Investment Officer. Clancy joins from Qantas Super, where he was the Chief Executive Officer for almost a decade. Before Qantas Super, Clancy spent more than 14 years at National Australia Bank (NAB), ultimately in the role of Executive General Manager, Investment Platforms, in NAB’s Wealth division. He will commence in August 2025, subject to regulatory requirements.
TelstraSuper Calls Off Merger with Equip Super

1 month ago | i3-invest.com | Wouter Klijn

TelstraSuper board has called off the merger with Equip Super, citing best financial interest of membersThe board of the $26 billion TelstraSuper has called off the proposed merger with $36 billion Equip Super, stating it was not in the best financial interest of members to proceed with the proposed amalgamation. “Bringing together two medium-sized funds is a complex process,” TelstraSuper said in a statement.