Part 1
Module 3: Asset Allocation & Asset Classes
Sub-issues covered:
What is “asset allocation”?
Defining the different asset classes
Growth assets
Defensive assets
Defensive assets
Specific asset classes
The characteristics of various asset classes
Your presenter
Gabriel Szondy
Gabriel is the Chair of CII. Amongst other duties, he is the Chair of CII forums. Gabriel brings to the Company in excess of 30 years’ experience in the taxation profession and superannuation industry.
Gabriel is a member of the Investment Committee at CareSuper. He is also the independent Chair of the Board of Frontier Advisors. He was previously an Independent Director at Commonwealth Superannuation Corporation and chaired its audit and Risk Management Committee