Forum Fodder - Quarterly CE Alert!

Quarterly CE Alert! | December 2022

Our Quarterly CE Alert! highlights our upcoming live continuing education programs, and all of the complimentary on-demand CE/CPD-accredited resources we’ve published over the past three months.

 
The CE/CPD hours you earn can be used to help meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes), including ASIC, APRA, Legislated, AFA, FPA and CIMA^® CE/CPD requirements, to name a few.

 
You can access your CE/CPD certificates via your complimentary Forum MyCE record where you can store, view, print and export your CE/CPD 24/7 earned via the Forum - as well as any CE/CPD hours you have earned from learning activities hosted our CE Accreditation Partners.

All the best for the next step in your continuing education!
Graham
P.S. Check out below what’s new with our upcoming live and latest on-demand continuing education, accreditation and certification programs.

Markets

Markets Summit 2023 “Every VUCA cloud has a silver lining!”
AEDT 8.30am-5.45pm Wednesday 22 February 2023
For the first time in decades, an inflationary gale is rattling financial markets. This once-in-a-career regime shift poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity and ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets and reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!
Markets Summit will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help you build better quality investor portfolios.
Join us in person at our live studio, a live site, or via live stream | 7-11 CE | Register now!

Philosophy | Finology

Behavioural Finance: Investment decision-making short course
Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.
Herman Brodie | 8.00 CE | Enrol

Commendation of the course from David Graham, Snr Financial Planner & Investment Specialist
“The core subjects will provide you with a background and key concepts while the ensuing subjects have resonance for both beginners and experienced practitioners. Using a range of academic investigations to generate practical applications for course participants, Herman Brodie presents a series of concise lectures with clarity and authority. In some instances, he literally wrote the book.”

Markets | Strategies | As seen at Strategies Conference 2022

Australia’s future ain’t what it used to be!
The latest national census reveals that Australia is a nation determined to change direction. This will re-shape Australia’s economic and cultural landscape and influence the way that practitioners build multi-asset portfolios capable of meeting the long-term financial goals of Australians.
Bernard Salt, Allegra Spender and Tassos Stassopoulos | 0.75 CE | Watch, Listen

Markets | Rated in the top 10 at Strategies Conference 2022

Globalisation’s future ain’t what it used to be!
As a new age of economic localisation reunites place and prosperity, practitioners must understand the implications for economies and societies - and for portfolio construction.
Rana Foroohar, Financial Times & CNN | 0.75 CE | Watch, Listen

Markets | Strategies | Rated in the top 5 at Strategies Conference 2022

Geopolitical alpha ain’t where it used to be!
With geopolitical tensions on the rise, portfolio construction practitioners need a framework for making sense of the cacophony of geopolitical risks with the eye towards generating investment-relevant insights.
Marko Papic, Clocktower Group | 0.75 CE | Watch, Listen

Investing

Research Roundtable: Warakirri Diversified Agriculture
This Research Roundtable focused on the Warakirri Diversified Agriculture strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios.
Portfolio Construction Forum | 1.50 CE | Read, Watch

Markets | Strategies | Investing | As seen at Strategies Conference 2022

Researchers’ Roundtable: The future ain’t what it used to be!
Practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools. This session addressed three contemporary portfolio construction issues: We must use a risk-based framework for portfolio design; The value rotation has just begun; and, ESG ratings undervalue climate solutions…
Philipp Hofflin, Michael Furey, Michael Salvatico, David Wright | 0.75 CE | Watch, Listen

Markets | Strategies | As seen at Strategies Conference 2022

Alternatives Roundtable: The future ain’t what it used to be!
There is increasing traction for the idea that, to succeed in today’s complex, uncertain world of investing, practitioners must embrace alternative investment strategies. But are they all they’re made out to be?
Tony Davidow, Angela Ashton, Piers Bolger & Razvan Remsing | 0.75 CE | Watch, Listen

Investing

Research Roundtable: Warakirri Global Emerging Markets
This Research Roundtable focused on the Warakirri Global Emerging Markets strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
Portfolio Construction Forum | 1.50 CE | Read, Watch

Markets | Strategies | Rated in the top 5 at Strategies Conference 2022

Macro Markets Roundtable: The future ain’t what it used to be!
Investors began 2022 in bullish form however rising inflation concerns combined with Russia’s invasion of Ukraine soon soured the mood. More than ever, practitioners need to understand the key secular and structural forces impacting on markets and the portfolio construction implications.
Jonathan Pain, Marc Seidner, Andrew Clifford, Nikki Thomas | 1.00 CE | Watch, Listen

Markets | As seen at Strategies Conference 2022

Economic Scenarios Roundtable: The future ain’t what it used to be!
In stage two of our hypothetical Investment Committee meeting, three economists described and debated three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years.
Dominique Dwor-Frecaut, Andrew Hunt, John McDermott | 0.75 CE | Watch, Listen

Markets | Strategies | As seen at Strategies Conference 2022

Asset Class Outlook Roundtable: Future ain’t what it used to be!
In this third step of our hypothetical Investment Committee meeting, a diverse panel of asset class experts debated the implications of the three economic scenarios outlined in the Economic Scenarios Roundtable for medium-term (three years) asset class returns.
Rob Mead, Joseph Lai, Jacob Mitchell and Isaac Poole | 0.75 CE | Watch, Listen

Markets | Strategies As seen at Strategies Conference 2022

Asset Allocation Roundtable: Designing portfolios for future scenarios is critical
Our asset allocation consultants explain the asset allocation implications of the three Economic Scenarios and blended portfolio, and debate how best to implement the portfolio.
Sébastien Page, Tim Farrelly, Lydia Kav, Jonathan Ramsay, and David Wright | 0.75 CE | Watch, Listen

Investing

Research Roundtable: Fidelity Global Future Leaders
This Research Roundtable focused on the Fidelity Global Future Leaders strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
Portfolio Construction Forum | 1.50 CE | Read, Watch

Markets | Strategies | Finology | Philosophy | Rated in the top 5 at Strategies Conference 2022

Portfolio construction strategies ain’t what they used to be!
Portfolio construction requires precarious navigation in an ever-changing world. Only when we adapt our skillsets and reframe our perspectives can we understand why things are happening and capture upcoming opportunities.
Tassos Stassopoulos, Trinetra Investment Management | 0.50 CE | Watch, Listen

Strategies | Investing | Philosophy

Research Review: ESG investing and returns
The first of these two papers provides a comprehensive review of the several thousand papers written on ESG investing and investment performance, while the second looks at downside risk reduction.
Ron Bird, ANU & Portfolio Construction Forum | 2.00 CE | Read

Markets | Rated in the top 5 at Strategies Conference 2022

Divergent inflation is an unprecedented setup for Asia
Post Covid, the inflation equation has changed between the East and the West. Diverging monetary policy settings and subsequent future economic growth favour the East in a world where the future ain’t what it used to be.
Andrew Swan, MAN GLG | 0.50 CE | Watch, Listen

Markets | Strategies | Philosophy | Rated in the top 10 at Strategies Conference 2022

Ignore the hype - GREITs are the investment for all seasons
The future ain’t what it used to be – that’s just noise. Listed Global REITs provide investors with a competitive return profile and diversification from equities, a compelling reason for allocations in portfolios.
Andrew Parsons, Resolution Capital | 0.50 CE | Watch, Listen

Markets | Strategies | As seen at Strategies Conference 2022

Thematic investing is a better mousetrap for global small caps
The future ain’t what it used to be, so capital allocators should look beyond arbitrary benchmarks and combine a thematic universe with the structural benefits of small cap investing.
David Sullivan, UBS Asset Management | 0.50 CE | Watch, Listen

Investing

Research Roundtable: Lazard EM Total Return Debt
This Research Roundtable focused on the Lazard Emerging Markets Total Return Debt strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all Forum members.
Portfolio Construction Forum | 1.50 CE | Read, Watch

Markets | Strategies | Rated in the top 10 at Strategies Conference 2022

Global corporate bonds should be a core allocation
The case for investment-grade corporate bonds replacing traditional sovereigns as a core allocation is strengthening with the income opportunity of this sub-asset class being the brightest it’s been in years.
Harry Phinney, Capital Group | 0.50 CE | Watch, Listen

Markets | Strategies | As seen at Strategies Conference 2022

The search for returns just got real
The regime has changed. We know from experience that diversified portfolios are robust in a disinflationary world. But some portfolios may not be so robust in an inflationary world. The future is definitely not what it used to be.
Al Clark, MLC Asset Management | 0.50 CE | Watch, Listen

Strategies | Investing | As seen at Strategies Conference 2022

The future of private debt IS what it used to be!
If the question is how to achieve an attractive risk-adjusted return through all economic environments, then private debt is the answer. The future ain’t what it used to be - except for private debt.
Andrew Lockhart, Metrics Credit Partners | 0.50 CE | Watch, Listen

Strategies | Finology

Research Review: Financial literacy and sequencing risk
With ever greater participation in superannuation, the accumulated sum held those entering retirement is often significant. But do older people have the cognitive ability and financial acumen to invest effectively?
Ron Bird, ANU & Portfolio Construction Forum | 2.00 CE | Read

Markets | Strategies | Rated in the top 10 at Strategies Conference 2022

The demise of the 60/40 means portfolios need trend
The seismic shift in economic, social and political themes means the future ain’t what it used to be – rendering the 60/40 portfolio inadequate.
Razvan Remsing, Aspect Capital | 0.50 CE | Read, Watch, Listen

Markets | Strategies | Philosophy | As seen at Strategies Conference 2022

Your world is your “green” bond
Investing and engaging for change, committing to tackling the climate-related risks that threaten the future of the planet is our duty or our future ain’t what it used to be!
Ecaterina Bigos, AXA Investment Managers | 0.50 CE | Watch, Listen

Strategies | As seen at Strategies Conference 2022

Private equity investing is critical in times of market turbulence
Private equity as an asset class is one of the longest-term strategies. Setting up a solid top-down framework is key to successful private equity portfolio construction.
Pauline Wetter, LGT Capital Partners | 0.50 CE | Watch, Listen

Markets | Strategies | Investing | As seen at Strategies Conference 2022

Infrastructure’s inflation hedge is real, yet misunderstood
Infrastructure’s unique inflation hedge characteristics protect companies and investors while allowing a tailwind of asset base growth to drive long-term total returns.
Shane Hurst, ClearBridge Investments | 0.50 CE | Watch, Listen

Strategies | Investing | Rated in the top 5 at Strategies Conference 2022

Investors can achieve net-zero without giving up returns
Decarbonisation of the economy is the most important thematic of the next 30 years. The future ain’t what it used to be! Investors can achieve net-zero portfolios without compromising returns or increasing risk by using “green shorts”.
David Allen, Plato Investment Management | 0.50 CE | Watch, Listen

Strategies | Investing | Philosophy | As seen at Strategies Conference 2022

Sustainable investors need to go beyond ESG and target SDGs
Sustainable investing is booming - and sustainable investors need to align their strategies with sustainable development ambitions. The Sustainable Development Goals provide a valuable blueprint.
Jan Anton van Zanten | 0.50 CE | Watch, Listen

Forum CE Library - over 750 CE/CPD hours
Complimentary for all Forum members, the Forum’s online on-demand CE Library offers over 660 CE/CPD hours of accredited learning resources, to help members meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes) including ASIC, APRA, Legislated, FMA, AFA, FPA and CIMA^® CE/CPD requirements, to name a few.
Earn CE/CPD hours

Forum CIMA CE Library - over 140 CE hours
This subset of our full 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 meeting the CE/CPD requirements of other governing bodies e.g. ASIC, APRA, Legislated, FMA, etc).
Earn CIMA CE hours

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.