Date: Wednesday, 19 June 2019
Time: 12.15pm for a 12.30pm start – 1.45pm (lunch included)
Where: HESTA Offices, Level 20, 2 Lonsdale Street, Melbourne
Cost: $15 Members; $30 Guests


For any enquiries please contact Graeme Miller.

*CFA Society Melbourne has determined that this program qualifies for 1 CE credit hour under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, use the member app to record your CE credit for your participation in this presentation. This is not done automatically.

Alvin Tan, General Manager of Portfolio Strategy and Economic Research at HESTA, will discuss the fund’s investment outlook and approach towards Asset Allocation.  Unlike traditional asset allocation frameworks that focus on asset class risks and opportunities, Alvin will discuss how HESTA uses a Total Portfolio Approach.  Using this approach, Alvin will explore the ‘factors’ that drive returns and uncertainty that may be common across asset classes and broadly related to the economic environment.   Alvin will also discuss Australia’s housing market as an example of a factor that affects a number of asset classes.

Alvin Tan, CFA

Alvin Tan is the General Manager, Portfolio Strategy and Economic Research at HESTA. He is responsible for asset allocation, portfolio construction, macroeconomic and market-related research. Prior to joining HESTA, Alvin held roles at Frontier Advisors, Goldman Sachs, Macquarie Bank and the Reserve Bank of Australia. Alvin holds a Bachelor of Economics (Hons) and a PhD in Econometrics from Monash University. He is a CFA charterholder.