A Morningstar Forum
Beyond the Benchmark
Rethinking How We Measure Investment Success
W Melbourne | Tuesday 14 October 2025 | 2 p.m. - 4 p.m.
Reserve your seat
Traditional benchmarks have long shaped how performance is measured, but is that framework still fit for purpose? In today’s fast-evolving investment landscape, benchmarking against legacy indices may actually hinder innovation, limit exposure to future-forward themes, and penalise sustainability-led strategies.
In this session, we will explore:
- How benchmark-centric thinking discourages diversification and originality
- Why tracking error fear limits long-term value creation
- Structural blind spots of traditional indices — geographic, sectoral, and ethical
- Alternative approaches to benchmarking that enable innovation
Join us for this exclusive boardroom-style discussion with key industry players on what performance measurement should look like in a more dynamic, disruptive world.
Spaces are limited, so we request you to reserve your seat at the earliest.
Agenda
|
Time
|
Session
|
Speaker(s)
|
|---|---|---|
| 2:00 p.m. | Welcome and Introduction | Peter Bryant, Managing Director, Morningstar AU & NZ |
| 2:05 p.m. | Developing Differentiated Solutions for Diverse Markets | Amelia Furr, Chief Commercial Officer, Morningstar Indexes |
| 2:20 p.m. | Panel discussion | Panellists: Jody Fitzgerald (ART), Amelia Furr (Morningstar Indexes), Penny Heard (UniSuper), Matt Wacher (Morningstar) Moderated by: Matt Olsen (Morningstar) |
| 3:50 p.m. | Conclusion | Matt Olsen, Director, Manager Research Ratings, Morningstar AU/NZ |
Please join us for drinks and canapés at the end of the session.
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