MSCI Capital Intelligence Summit

Charting the next investment frontier

Registration

Welcome Remarks

Keynote Welcome: The Intelligence Edge: Paving a Path to Portfolio Clarity

The scale and composition of Australian institutional portfolios has shifted as global structural forces intersect with local realities in new ways. Trade fragmentation, the rise of private markets, AI-driven capital reallocation, climate transition and a generational transfer of wealth reshaping investor expectations are all changing how and where Australian capital is deployed. This keynote traces where that capital is moving, how global trends are landing locally and what the gap between today's portfolio complexity and what better portfolio intelligence makes possible for the decisions ahead.

Fireside Chat: The Long Game in a Short Fuse World

When AI and geopolitical fragmentation collide, diversification means something different than it did five years ago. In this fireside, we will examine the risks and opportunities shaping long-term portfolio decisions today, where conviction is being tested, where new pressures are building across markets, regulation and policy, and how investment strategy is adapting in response.    

Panel: Strategic Evolution: Innovation in Investment Strategies

A shifting rate environment, persistent market concentration and rising demand for private market access are forcing asset and wealth managers to rethink how they construct, deliver and communicate investment strategies. In this panel, we will explore how firms are refining their approach to portfolio construction, where data and technology are changing what is possible, and how the industry is adapting to stay competitive and create value for clients.   

Break and Hosted Roundtables   

Roundtable A  

Understanding Returns in a Concentrated Market 

Many portfolios carry more concentration than they appear to. Join peers to examine how factors and risk models are helping investors understand what is driving their portfolios, where hidden concentrations are building and how that insight is reshaping construction decisions. 

Pricing the Unlisted Portfolio  

AI, rate cycles and shifting capital flows are reshaping the unlisted portfolio in ways that don't always show up in valuations yet. This peer discussion explores how investors are reading the gap between public and private signals, and what it means for how they manage and think about their unlisted allocations.

Risk in a Changing Climate

Physical climate risk is accumulating in infrastructure, real estate and supply chains long before it shows up in valuations. This interactive discussion explores how investors are thinking about physical risk as a financial variable, what approaches are emerging to identify exposures, and how to translate that analysis not portfolio decisions and engagement. 

Case Study: Implementing A Transition-Based Approach to Climate Investing

As climate disclosure matures and transition data becomes more sophisticated, the case for moving beyond static exclusions is growing. In this case study, we explore how one fund evolved its benchmark approach to capture transition opportunities — and what a more dynamic, forward-looking framework looks like in practice. 

Panel: The Unlisted Portfolio in 2027

Demand for AI infrastructure and energy capacity is flowing through private equity, infrastructure and real assets simultaneously, pulling what were once separate allocation decisions into the same conversation. We examine performance trends and the key drivers of return across the unlisted portfolio, before turning to the outlook and what practitioners are watching as the market heads into its next phase. 

Debate: Is AI Creating Real Alpha?  

As AI accelerates how investors process information, build portfolios and manage risk, the industry’s baseline is rising but the edge is becoming harder to define. Is AI uncovering differentiated sources of alpha and expanding the opportunity set? Or is it driving investors toward the same signals, the same trades and greater portfolio concentration? 

Closing Remarks

Networking Reception