Calling for applications for the Victorian Innovation in Funds Management Award (as part of the Melbourne Financial Services Symposium (MFSS)) sponsored by the Victorian Government.

“Leading edge innovation is driving both business growth and cost efficiencies in the Funds Management and Superannuation Industries”, says Professor Ralston, Executive Director of the Australian Centre for Financial Studies.

“Technology is a powerhouse and shapes industry processes and interactions with a technologically savvy market. It allows companies to bring product to market efficiently and provides an avenue for Super Funds to cost effectively serve members with tailor made advice, allowing investors a broader choice and more efficient service, especially in relation to time – with many today, being time poor!”

Access to the web and web-based applications have opened up markets that are no longer restricted to onshore options, but allow for broader international investments, both for institutional investors and SMSFs.

“The impact of technology across financial services will generate the need to re-evaluate the core relationship between fund managers and advisers and their clients. With Australia being the largest Funds Under Management market in the Asia-Pacific and third largest in the world, it is in a position to be a key driver of innovation and thought leadership”, says Professor Ralston.

The Melbourne Financial Services Symposium program in 2014, will examine how technological innovation impacts the investment role and what the landscape will look like, in years to come.

MFSS2014 Program will be held on Wednesday 26 November 2014 at the Intercontinental Melbourne Rialto and will include the Victorian Innovation in Funds Management Award winner announcement.

The theme for 2014 is “Innovation: How Technology is Changing Funds Management, Superannuation and Advice!” and will include: Platform innovation – mfunds; robo-advice; ETFs; new post retirement product; streamlining the super system for consumers; Post FOFA model of Financial Advice and will host industry specialist speakers from key organisations across the financial services sector including ASX, Mortgage Choice Financial Planning.

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The longstanding MFSS Victorian Innovation in Funds Management Award (proudly sponsored by The Victorian Government) is well placed to encourage best practices and recognise firms who have successfully met the challenges, engaged with stakeholders and achieved performance outcomes.

The assessments are facilitated and winners selected by the MFSS Award judging panel. They are a third-party board composed of industry leaders and experts across different fields, led by John Gall OAM.

We encourage applications by fund managers who meet the selection criteria listed below to apply by the due date of Friday 14 November 2014.

The annual Victorian Innovation in Funds Management Award recognises a Victorian fund manager that has established successful business operations in Victoria and can demonstrate innovation in their investment strategies and business operations.


To engage and learn about boutique funds through the application and appraisal processes;
Empower boutique funds by encouraging and promoting best practices to industry and media;
Showcase the strengths of Victoria’s innovative and dynamic funds management sector; and
Highlight the important role of smaller unique home grown funds.
Application criteria: Eligible applicants need to show that they are established in Victoria; are predominantly owned and managed by the Management Team; have no more than $ 2 billion funds under management; can demonstrate a three year track record and can demonstrate Innovation in the form of a New Product , New Market or New Investment Process through the development of original thought or the application of thought to develop something new.

Specialisations can range from and are not limited to: Australian equities, fixed income, property, alternative assets, Asia Pacific hedge and investment products, small and micro cap equities, private clients and charitable funds management and venture capital, and PDF funds management organisations. In its sixth year the Award has become a mark of achievement for Victorian fund managers.

This Award will provide an opportunity for the successful fund manager to be showcased and publicised in the financial media as an exemplar in innovative funds management.

Previous Award winners include:

Omega Global Investors (2013),
River Capital (2012),
La Trobe Financial (2011),
Intrinsic Investment Management (2010),
SG Hiscock and Company (2009) and
Warakirri Asset Management (2008).
Closing date for applications Friday 14 November, 2014

Winner announced at MFSS2014 Networking Cocktails


Frieda McLoughlin
(03) 9666 1007

We look forward to your involvement.

Prof Deborah Ralston
Executive Director


Boardroom Briefings (10-11am):

The New ASX BookBuild Facility – 12 November 2014
The Fourth Pillar – The Role of Home Equity Release in Retirement Funding

Australian Centre for Financial Studies – “Thought leadership in the financial sector”

The Australian Centre for Financial Studies (ACFS) is a not-for-profit consortium of Monash and RMIT Universities together with Finsia (Financial Services Institute of Australasia) with associate members The University of Melbourne and Griffith Universities. It facilitates knowledge creation, knowledge transfer and thought leadership in the financial sector by engaging industry, academia, regulators and government in the Centre’s research agenda, events, partnerships, projects and other activities. The strong linkages developed through such a collaborative model facilitates the Centre’s objectives in providing public policy insights and thought leadership in the sector.

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