Product Breakout - Aware Super - Future- Focused Investing: Building Stability Through Diversification

• Understanding Unlisted Assets: Boost knowledge across key unlisted asset sectors, including property, infrastructure, private equity, and private credit.

• Valuation and Classification: Learn how alternative assets are valued and how they are classified into defensive and growth in asset allocation reporting.

• Portfolio Resilience and Cashflow Stability: Discover how unlisted assets work to increase diversification, reducing portfolio return volatility while enhancing income stability.

• Management of Unlisted Assets: Understand the depth of resourcing required, across investment, valuation, asset oversight, and governance practices.

• Strategic Investment Opportunities: Detailed unlisted asset case studies, covering investments in energy transition, digitisation, and global supply chains.

• Performance Comparison: An examination of how unlisted assets compare with listed assets, with a focus on the interplay between liquidity, volatility, and returns.

The session will also spotlight Aware Super’s successful approach to managing unlisted assets, leaving advisers equipped with actionable strategies and a clearer understanding of how alternative assets can support long-term client outcomes.

Learning Outcomes
Attendees will learn about the following:
- Explain how unlisted assets enhance portfolio diversification, reduce volatility, and support stable income across market cycles.
- Identify key unlisted asset types and classify them as growth or defensive using APRA-aligned asset allocation standards.
- Describe valuation and governance processes for unlisted assets, including independent custodians and quarterly valuation cycles.
- Apply case study insights to assess asset lifecycle, risk management, and value creation in private market investments.