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Retirement solutions: A case study

60 mins
1 CPD Hours

ASI 2020 Investment  Members culture  Advice  Innovation

As funds are being tasked to provide retirement solutions that cater to a diverse spread of members, this session will explore the relaunch of Australian Catholic Super’s RetireSmart product, examining current government policy, the methodology, the process and investment design of harnessing volatility to improve returns.

Published Date: 14 September 2020

Speakers

Andrew Boal, Chief Executive Officer, Rice Warner

Andrew is a very experienced financial services professional who specialises in providing actuarial and strategic consulting advice to leading companies and superannuation funds.  Prior to joining Rice Warner in April 2019, Andrew spent more than 30 years advising clients on superannuation, life insurance, employee benefits, risk management, investments and talent management.  

During his career, Andrew has also driven research and public policy in various areas of interest, including retirement income products and solutions, retirement adequacy, member disclosure and advice, member engagement and digital solutions, governance and managing conflicts.  In his various roles, Andrew has been a regular speaker at industry events such as the annual ASFA conference, the Conference of Major Superannuation Funds (CMSF) and the Conexus and IBR Post-Retirement Conferences.

Andrew is a Fellow of the Institute of Actuaries of Australia and is currently Chair of the Institute's Retirement Strategy Group.


Chris Drew, Investment Manager – Public Markets, Australian Catholic Superannuation and Retirement Fund

Chris Drew is the Investment Manager – Public Market at Australian Catholic Superannuation and Retirement Fund. In this role Chris is responsible for the long-term strategy and day-to-day management of the Fund’s $4bn equity portfolios.

Prior to joining ACSRF, Chris was an Investment Manager in the equities team at Sunsuper and Senior Investment Analyst at the Energy Industries Superannuation Scheme (EISS)/FuturePlus Financial Services.

Chris holds a Graduate Diploma of Applied Finance from Kaplan Professional and a BSc (Hons) in Management Science from the University of Wales, Swansea.


Raewyn Williams, Managing Director, Research, Parametric Australasia

Raewyn leads Parametric’s Australian Research efforts, working with Parametric’s Global Research, Product and Portfolio Management teams. She sets the Australian research agenda and ensures that Parametric Australia maintains a position of intellectual leadership in after-tax investing and implementation efficiency. Raewyn has had prior roles at Russell, QIC, Barclays Global Investors and KPMG.

Raewyn was formerly a member of the Tax Institute Superannuation Committee and previously served on committees with FTSE, the FSC and ASFA. Raewyn graduated with Bachelors of Economics and Law from the University of Sydney, has a Graduate Diploma of Legal Practice from the College of Law, is a Graduate of the Australian Institute of Company Directors and is a Chartered Tax Adviser.

Raewyn has completed the St James Ethics Centre’s Short Course for Good Leadership as Queensland’s nominated representative and is a signatory to the Banking and Finance Oath. Raewyn also serves with a number of not-for-profit entities, including as an elected Chair and Board member of the Conference Executive of Churches of Christ NSW (COCNSW), a member of the Investment Committee of COCNSW and a former committee member of Western District Joggers and Harriers and the Georges River Festival of the Feet.


Facilitator

Graeme Russell, Former Chief Executive Officer, Media Super

Graeme Russell has extensive experience in superannuation governance, management and investment.

Graeme was CEO of Media Super (2013-20) and First Super (2008-12), and previously an Independent Director of Media Super, TISS and JUST Super.

Graeme was Chief of Staff for Victoria’s Minister for Public Transport and The Arts (2007-08).

He was previously an industry and international partnerships executive at Melbourne and Monash Universities, Commercial Manager at the Trade Union Training Authority, CFO for STA Travel and CFO at a newspaper publisher.

Graeme was also a strategy consultant and Chartered Accountant in practice.

Graeme is a Fellow of the Institute of Chartered Accountants, the Australian Institute of Superannuation Trustees and the Australian Institute of Company Directors.

His community service includes Member of the Independent Panel on Best Practice Union Governance, Trustee of the Sustainable Melbourne Fund, Foundation Chairperson of the Inner Metropolitan Regional Association of Councils and Councillor and Mayor of the City of Collingwood.


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