Forum Fodder

PortfolioConstruction Forum

 

Our regular Forum Fodder email alerts Members to what's new on this site and with our live professional development progams. A sample of the Forum Fodder email is below.  Become a Member (with our compliments) to receive Forum Fodder and access our multi-media learning centre, PortfolioConstruction.com.au (this site) featuring:
- Resources Kits - videos and podcasts of the sessions and accompanying papers from our live programs;
- Perspectives library - exclusive interviews, research papers, white papers, opinion papers and special interest
   subscription services from local and international investment professionals and subject matter experts; and,
- CPD Campus - our online portfolio construction learning and accreditation resource.


 


 Friday 19 December 2014

The independent professional development service for investment portfolio construction practitioners

G'day

This is our last Forum Fodder for 2014 - and, as usual for the end of each year, we highlight suggested holiday season reading. We've picked a dozen perspectives from the plethora we've published this year which should not be missed!  We think they'll each contribute materially to your portfolio construction continuing professional development and challenge your views in prep for 2015.

We look forward to contributing further to your portfolio construction knowledge, wisdom and skills in 2015.

Meanwhile, all the best for a relaxing and safe holiday season - Graham
P.S. Mark your diary: Symposium NZ 19-20 May 2015 (Auckland).

PERSPECTIVES - Holiday season reading

Capitalism, inequality, and Piketty
Thomas Piketty’s "Capital in the Twenty‐First Century" is certainly the economics book of the year. We have been asked numerous times to appraise his ideas.
Dr Woody Brock, SED
White Paper

The single-engine global economy
The global economy is like a jetliner that needs all of its engines operational to take off. Unfortunately, only one of its four engines is functioning properly.
Nouriel Roubini, Roubini Global Economics
Opinion

Rates are going up - so don't buy fixed interest?
Everyone knows bond rates are going up - so why would you buy fixed interest? Actually, there are three really good reasons.
Tim Farrelly, farrelly's
Opinion

Prepare to change course
Warning, there may be rocks ahead. Reconnecting risk and return must surely be the right focus - but thinking conventional tools will keep us out of trouble may be a big mistake.
Alan Brown, Schroders
Insight

The Yin and Yang of retirement income philosophies
This white paper serves up a retirement income planning "buffet" - reviewing the two main opposing philosophies and the range of strategies that span the divide.
Angela Ashton, PortfolioConstruction Forum
Research

Managing sequencing risk - buckets v rebalancing
In managing sequencing risk, we may not be giving simple rebalancing nearly the credit it deserves to accomplish similar or better results than more complex approaches.
Michael Kitces, Pinnacle Advisory Group
Research paper

Safe withdrawal rates in retirement - an Australian perspective
A new research paper looks specifically at withdrawal rates in the Australian context, confirming the legislated minimums for account-based pensions are much too high.
Angela Ashton, PortfolioConstruction Forum
Research

Backgrounder: Finology - where investing meets investors
This Backgrounder introduces the most important ideas within the emerging (and converging) research field that is finology, and some of applications to managing client portfolios.
PortfolioConstruction Forum
White Paper

Invest in communicating about investing
As investment professionals, we live investing every day. We spend excessive time reporting and not enough 'rapporting.'
Prof Jack Gray, UTS
Opinion

The power of the 3rd R
To flourish in the robo-advice era, portfolio construction practitioners must provide clients with a positive Return on Attention (ROA), Intimacy (ROI) and Empathy (ROE).
Dr David Lazenby, ScenarioNow Inc
Resources

Slick LICs
IPOs of LICs continue. But LICs have unique challenges and complexities that make them a complicated investment decision - which is certainly not the way they are marketed.
Dominic McCormick, Select Asset Management
Opinion

Insights for evaluating active management
Statistics rarely tell the story clearly. With trial and error, I found that looking at three dimensions of performance assisted my interpretation.
Don Ezra, Russell Investments
White paper

PLUS...

Keep up to date - follow us @PortfolioForum
There's no need to wait until our weekly Forum Fodder email to know what's new with PortfolioConstruction Forum. Just follow us on Twitter to hear as soon as we release new articles on PortfolioConstruction.com.au and registration opens for our live programs.

 

 

 

Join The Debate

Use the Comments and Questions area below to share your comments/questions.
Follow us on Twitter to hear as soon as we release new articles on PortfolioConstruction.com.au