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Forum Fodder | Friday 05 June 2020
Education is simply the soul of a society as it
passes from one generation to another. -
G.K
Chesterton, Writer (1874 - 1936)
All the best for another week's continuing
education! - Graham
P.S. Orwellian alert! Meet the
robot dog promoting safe distancing in
Singapore's parks. |
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LATEST ONLINE CE...
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Markets
Who has the world's largest
economy?
According to a new World Bank report, China’s total
income has now surpassed the US's on a PPP-basis.
But on a GDP basis, the US economy is still far
ahead of China's. Both measures have distinct
implications for geopolitics, and must be considered.
Jeffrey Frankel, Harvard University |
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Strategies | Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Goals-based planning defeats
behavioural biases
Behavioural biases get in the way of good investment
decision-making. A well-structured approach to
goals-based planning can go a long way to defeating
the worst impacts of many of these biases.
Tim Farrelly, farrelly’s Investment Strategy
| 0.25 CE |
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Finology
Research Review: Memory and
the investment implications
Memory is often both selective and distorted.
This Research Review focuses on a seminal paper
published in 1999 on "the seven sins of memory", and
a recent 2019 paper on how memory errors impact
investment decisions.
Rob Hamshar, Portfolio Construction Forum | 1.00 CE |
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Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Emotions engendered in media
impact investor decision-making
New research shows that media sources generate
emotions that transmit to individuals and so
influence their investment decisions, resulting in a
departure from so-called efficient markets.
Ron Bird, Investment Management Research Program
| 0.25 CE |
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Philosophy | Finology |
Editor's
Pick!
Philosophy Lecture: Ethics matters and ethical
awareness
This lecture explores the concept of ethics,
contemporary issues in financial services as they
relate to ethics, and the relevancy and application
of ethics in our everyday lives.
Clare Payne | 2.50 CE
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1 comment
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Ethics
It is great to hear the confirmation of this ground
swell which started many years ago taking momentum
globally...
Isaac Kuruvilla, Sydney Diocesan Secretariat
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Comment
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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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RECENT ONLINE CE...
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Markets
What should we be preparing
for?
In most emerging and developing countries, COVID-19
is causing an economic hurricane, the worst crisis
the Bretton Woods institutions have experienced in
76 years. Their response so far has been both
admirably fast and utterly inadequate.
Ricardo Hausmann, Harvard University
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Markets | Strategies
Q&A: The case for a UUU-shaped
recovery
Many in the financial markets are expecting a
V-shaped recovery starting in the fourth quarter of
this year, possibly even in the third quarter.
Robert Huebscher speaks with renowned economist, Dr
Woody Brock about why Woody disagrees, and instead
foresees a slow and uneven recovery with periodic
slumps.
Woody Brock, SED
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Philosophy |
Strategies
Research Review: ESG investing, market efficiency
and smart beta
As ESG investing has leapt into the investment
mainstream, it has become the focus of much academic
research. Recent findings show that despite the many
positive ramifications of ESG investing, it reduces
the efficiency of markets and can introduce risk
exposures in portfolios.
Ron Bird, Investment Management Research Program | 1.00 CE
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Strategies |
Finology | As
seen at Portfolio Construction Forum Finology Summit
2020
Time is money. Annual income
targets lead to inferior outcomes
A fixed point of reference, in the context of
investment risks and uncertainties, can induce
biases in approaches to meet client objectives.
These biases will be costly to investors in the long
term.
Rudi Minbatiwala, First Sentier Investors
| 0.50 CE |
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Markets |
As seen at Portfolio
Construction Forum Markets Summit 2020
Your real estate exposure
needs liquidity
Investors can gain exposure to high quality real
estate through global REITs, which offer exposure to
sectors experiencing better growth prospects and
benefiting from tech disruption.
Marco Colantonio, Resolution Capital
| 0.25 CE |
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Negative rates further the descent into madness
I like much of Kenneth Rogoff's writing, but cannot
see how negative rates will achieve anything but
further destabilising the global monetary system in
a most dramatic way...
Greig Meyer, PKF Wealth |
Comment
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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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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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