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Forum Fodder | Friday 22 May 2020
Life itself is your teacher, and you are in a state
of constant learning.
-
Bruce Lee (1940-1973)
All the best for another week's continuing
education! - Graham
P.S. Researchers at Macquarie University are
comparing the effects of job design, COVID-19, and
the Financial Services Royal Commission on workplace
exit. To learn more and participate, click
HERE. Participation closes Wednesday 03 June. |
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LATEST ONLINE CE...
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Markets | Investing
The digital path to
citizen-centric finance
The 2020s must be a "decade of action". By
harnessing the disruptive potential of fintech, we
can create a fairer, more inclusive financial system
that propels sustainable development everywhere.
Maria Ramos & Achim Steiner, UN Secretary-General
Task Force |
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Markets | Investing
Vision matters – but so does
implementation (revisited)
A year ago, I showed it's possible to measure
prediction accuracy for active managers, and that it
influences optimal portfolio construction. Is this
still a valid approach to portfolio construction,
given today's markets?
Jim Creighton, CreightonAI |
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Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
In investing, the human factor
is crucial
Used responsibly, artificial intelligence can help
us make wiser decisions as investors and capital
allocators and help us work towards a more
sustainable and inclusive future.
Paras Anand, Fidelity International
| 0.50 CE
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Markets | Investing |
As seen at Portfolio
Construction Forum Markets Summit 2020
Property securities market
risk premia to persist
Low inflationary outcomes and very low interest
rates are expected to remain in place for some time.
REITs have resisted the attraction of cheap credit
and will continue to provide a safe haven.
Stephen Hayes, First Sentier Investors
| 0.50 CE
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Markets |
Strategies |
As seen at Portfolio
Construction Forum Markets Summit 2020
It doesn’t make sense to pay too much for negative
correlation
The world has checked into Hotel California –
interest rates are failing to stimulate demand and
monetary policy is less effective. Successful
adaptation will require a re-think of traditional
strategic asset allocation approaches.
Justin Tyler, Daintree Capital
| 0.25 CE
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Finology | Invitation to investment advisers
Complimentary
survey to benchmark your Client Care & Practice
knowledge and skills
FASEA requires that financial advisers continually
improve their client care and practice knowledge and
skills - doing so makes obvious business sense, as
well. Our new Finology Benchmarking Indices (FBI) is
the only benchmarking tool for this area of
knowledge and skill - and it's complimentary to our
investment adviser members while we continue to
develop the service.
Take the Finology Benchmarking Indices survey
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UPCOMING FACE-TO-FACE CE...
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Strategies
Strategies Conference 2020 "All things considered...
it's a whole new world"
We are looking forward to presenting
Strategies Conference 2020 as a unique, live
face-to-face and live online "hybrid" program, including
at our Carriageworks campus.
Mark your diary! 30 Sep to 01 Oct 2020.
Meanwhile "attend" Strategies Conference 2019 -
20/20 vision
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Certified Investment Management Analyst®
(CIMA®)
Are you involved in any
aspect of constructing multi-manager portfolios?
CIMA certification is the peak, international
technical portfolio construction certification
program designed for investment management analysts
– that is, those involved in any aspect of
constructing multi-manager portfolios, whether
practitioner or advocate. Stand for more - more
knowledge, skill and expertise - with CIMA
certification.
Find out more and enrol now!
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Plus...
May 2020
Portfolio Construction Forum Research Roundtable
Focusing on an actively-managed global hybrid
real assets strategy, with the US-based portfolio
managers participating.
Wednesday 27 May / Thursday 28 May | Live webinar |
By invitation
Tobacco Free Portfolios' High-Level Webinar for #WorldNoTobaccoDay
Financial organisations are increasingly focused
on global health, with COVID-19 and tobacco proving
to be an especially dangerous combination.
Wednesday 27 May | Live webinar |
Find out more & register
The
Funding Network &
Wayside Chapel virtual event
Hear about three of Wayside's innovative and
life-changing programs that have been adapted to
best help people in crisis throughout the COVID-19
pandemic.
Wednesday 27 May | Live online event|
Find out more & register
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RECENT ONLINE CE...
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Markets
The threat of enfeebled great
powers
The COVID-19 crisis augurs three watersheds: the end
of Europe’s integration project; the end of a
united, functional America; and, the end of the
implicit social compact between the Chinese state
and its citizens.
Arvind Subramanian
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1 comment
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Markets
Making the best of a
post-pandemic world
The global economy will be shaped in the years ahead
by three trends. While COVID-19 reinforces and
entrenches them, it is not the primary force driving
them. All three predate the pandemic. The fate of
the world economy hinges not on what the virus does,
but on how we choose to respond.
Dani Rodrik, Harvard University
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Markets |
As seen at Portfolio
Construction Forum Markets Summit 2020
Global elites are failing in a
high VUCA world
Many of the discussions at Davos this year revealed
that global elites are struggling to respond to
important economic and environmental challenges, in
a highly volatile, uncertain, complex and ambiguous
world.
Dambisa Moyo | 0.25 CE
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1 comment
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Strategies | Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Asset allocation processes need to protect us from
ourselves
As we scramble to make sense of occurrences such as
coronavirus and climate change, the application of
prior cultivated imagination can preserve the
integrity of investment decision making.
Grant Mizens, MLC Asset Management
| 0.50 CE
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Strategies | Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Behavioural biases are an opportunity to meet client
objectives
Over shorter periods of time, there are market
inefficiencies due to well researched behavioural
biases. Knowledge of these can help improve our own
investment decision making and that of our clients.
Dan Farley, State Street Global Advisors
| 0.25 CE |
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Markets
The case for deeply negative
interest rates
For those who viewed negative interest rates as a
bridge too far for central banks, it might be time
to think again. Emergency implementation of deeply
negative interest rates would not solve all of
today's problems. But it would be a start.
Professor Kenneth Rogoff, Harvard University
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Philosophy | Finology |
As seen at Portfolio
Construction Forum Finology Summit 2020
Focus your sustainability
efforts on clients not managers
Refocusing sustainable investing efforts onto client
values and beliefs starts a chain reaction that
delivers sustainable outcomes for clients and
long-lasting relationships.
Tassos Stassopoulos, Trinetra Investment Management | 0.50 CE
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Markets | Strategies |
As seen at Portfolio
Construction Forum Markets Summit 2020
Data, models, and pre-mortem scenarios can help
manage VUCA
Mapping out scenarios is a must
to check your biases and challenge your own,
others' and consensus views, to generate investment
ideas that help manage VUCA and target the right
opportunities.
Libby Cantrill and Rob Mead, PIMCO
| 0.25 CE
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Markets | Investing | Finology
Research Review: How good are
the gurus?
The funds management industry has spawned a lot of
gurus. This research paper looks at whether market
forecasters are any good at what they do.
Ron Bird, Investment Management Research Program
| 1.00 CE |
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Philosophy | Finology
On the importance of experimentation
Practitioners are often reluctant to adopt new
solutions because of high risk. "If it has never
been done, how do you know it works?". But failure
to try new approaches can mean missed opportunities.
Maroš Servátka, Macquarie University
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2 comments |
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PLUS MORE ONLINE CE...
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Forum CE Library - over 530 CE/CPD hours
Complimentary for all Forum members, the Forum's online CE Library
offers
over 530 CE/CPD hours of accredited learning
resources, to help members meet the
CE/CPD requirements of 16 governing bodies
(regulators, associations, and institutes) -
including ASIC, APRA, FASEA, AFA, and FPA
and CIMA CE/CPD requirements, to name a few.
More
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CIMA CE Library - over 70 CE
hours
This subset of the full Forum CE Library features
just those learning resources that are accredited
for CIMA CE hours, so CIMA certificants can more
easily find learning resources to meet
their recertification obligation (at the same time
as the CE/CPD requirements of other governing bodies
e.g. ASIC, APRA, FASEA, etc).
More
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KEEP IN TOUCH
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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 Portfolio
Construction Forum.
Just follow us on Twitter to hear as soon as we
release new articles on
portfolioconstructionforum.edu.au
and when registration opens for our onstage
programs.
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Connect with me on LinkedIn
We also let my LinkedIn network know as soon as we
release new articles on
portfolioconstructionforum.edu.au
and when registration opens for our face-to-face CE programs.
If LinkedIn is more your thing than Twitter,
I'd welcome you connecting. And of course, I'd
welcome having an offline direct conversation with
you any time.
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