The Post Retirement Conference is proudly supported by:
PLATINUM SPONSOR
Partnering with you to deliver insurance solutions
MetLife is a specialist provider of life insurance to superannuation trustees, affinity partners and employers. We are experts in designing and executing both financial protection programs for our partners’ customers and insurance solutions to meet the needs of specific member groups.
MetLife established its operation in Australia in July 2005. Since then we have strengthened our position as a leading provider of insurance solutions through our partners – enabling their clients to access their life insurance needs via various access points.
Dedicated to providing a great customer experience
Our dedicated focus on customer needs is what sets us apart from other insurance providers. Providing excellent customer experience is fundamental to how we operate at MetLife and we strive to exceed the expectations of our customers. MetLife’s global experience enables our talented team here in Australia to leverage worldwide innovation and best practice to provide customised insurance solutions.
Some facts about the MetLife companies
MetLife, Inc is a leading provider of insurance and financial services with more than 143 years of experience and operations throughout the United States, Latin America, Japan, Asia Pacific, Europe and the Middle East.
- MetLife, Inc (NYSE: MET) is a leading global provider of insurance, annuities and employee benefit programs
- 90 million customers in more than 50 countries
- 2010 total revenues of $52.7 billion
- 46th on the FORTUNE 500®1
- Over $770 billion in total assets
- 66,800 employees 2
- Founded in 1868
For more information
MetLife Insurance Ltd
1300 555 625
Level 9
2 Park Street
Sydney NSW 2000
www.metlife.com.au
GOLD SPONSOR
Boston-based Windham Capital Management was founded in 1988 and is widely known for its pioneering research and its impact on the way institutional investors manage assets. Windham provides investment management for institutional investors, intermediaries and private clients. Armed with innovative research and proprietary risk management, Windham creates and manages portfolios and single strategies to increase the probability of investment success in both calm and turbulent markets. A key input to this process is Windham’s roprietary risk measures that reflect financial market sensitivity to changes in levels of market turbulence, and provide an early-warning signal to fragile markets. With this universal approach, Windham has partnered with Apostle Asset Management to offer retirement-income strategies designed to meet specific needs in the Australian market. For more information, please visit www.windhamcapital.com and www.apostleam.com.au.
GOLD SPONSOR
Established in 1985, Challenger Limited is a large Australian financial institution listed on the Australian Securities Exchange. Our business is dedicated to providing safe, reliable and high-performing fixed income products to a wide range of institutional, superannuation and retail clients.
Challenger’s annuity and annuity-like offerings are unique in the marketplace, and are protected by the capital and income guarantee of our prudentially regulated life company, yet also offer attractive rates of return that often exceed those offered by bank term deposits and investment-grade bond funds.
Challenger’s annuities are commonly used by institutions, retail customers and financial advisers to:
- Provide stable, regular retirement income that is payable yearly, half-yearly, quarterly or monthly
- Invest cash securely for the medium to long-term (up to Lifetime annuities)
- Diversify from other secure investments such as bank term deposits
Challenger also provides fiduciary investment solutions to 10 high-quality boutique funds management businesses across a wide range of asset classes. This gives the portfolio anagers within these boutique companies the freedom to focus on what really matters – investing and managing assets.
GOLD SPONSOR
Milliman is among the world’s largest independent actuarial and consulting firms.
Founded in Seattle in 1947 as Milliman & Robertson, the company currently has 52 offices in key locations worldwide and employs over 2400 people.
The firm has consulting practices in life insurance and financial services, healthcare, employee benefits, as well as property and casualty insurance. Milliman serves the full spectrum
of business, financial, government, union, education and non-profit organisations.
For further information, visit www.milliman.com
GOLD SPONSOR
PIMCO is a leading global investment management firm and bond manager.
The Australian business of PIMCO was established in 1997 and now serves more than 100 clients invested in a wide range of domestic and global fixed-interest strategies. Assets managed on behalf of Australian and New Zealand investors total A$34 billion. The company has its headquarters in Newport Beach, California, and has 10 offices around the world, including Sydney.
PIMCO’s investment approach emphasises active management, appropriate diversification and active tail-risk hedging as the key determinant of returns.
PIMCO concentrates on top-down economic research to identify those factors likely to affect the levels of worldwide interest rates, and bottom-up credit analysis of individual bonds and issuers to identify the best values within and between sectors. The firm offers a wide variety of benchmark-related and absolute-return strategies.
SILVER SPONSOR
Schroders PLC is one of the largest and most internationally diverse independent investment managers providing investment management, research and marketing services from offices located in 25 countries.
While many financial institutions try to provide all things to their clients, we specialise in just one – pure investment management. As at 30 September 2011, Schroders managed over A$292 billion on behalf of clients around the world. Schroders in Australia is a wholly owned subsidiary of Schroders PLC.
The Australian firm was established in 1961 and its domestic research and investment teams are an integral part of Schroders’ global network. As at 31 December 2011, Schroders in Australia managed over A$25.7 billion on behalf of clients.
BRONZE SPONSOR
Towers Watson is a leading global professional services company that helps organisations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards, and risk and capital management.
Towers Watson Investment is focused on creating financial value for the world’s leading institutional investors through its expertise in risk assessment, strategic asset allocation and investment manager selection. It has over 650 associates worldwide and assets under advice of over US$2.1 trillion, with 38 associates in Australia and assets under advice of nearly A$200 billion.
We also provide consulting and actuarial advice on all aspects of superannuation, including governance and compliance, member communication and engagement, intra-fund advice and education, calculators and projection tools, technology and administration services, post-retirement design and adequacy, unit pricing and operational risks, prudential risk management and reserves, insurance design and analysis, and merger advice.
Our Talent and Reward business specialises in designing and administering engagement, risk and culture surveys to develop practical insights into member and employee engagement. Our Risk and Financial Services business offers innovative consulting services that help financial institutions manage risk and capital to improve business performance.