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.

Panel: 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.   

Networking Break

Panel: Financing Resilience in a Riskier Climate 

What is the value and cost of an asset able to withstand floods, heat, fires or droughts? As climate shocks test insurance markets, collateral values and asset cash flows, physical risk is becoming a financing constraint. This session explores how practitioners are using granular data, underwriting discipline and resilience investment to manage mounting insurance, valuation and refinancing risk, while identifying opportunities to preserve asset value and capture resilience-led upside. 

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. 

Panel: 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