Asset Allocation Roundtable 2024

Tim Farrelly, Andrew Clifford, Angela Ashton, David Wright, Scott Welch  |  22 August 2024

The inputs from the Asset Class Outlook Roundtable determine a headline Dynamic Asset Allocation (DAA) Growth/Defensive split for the coming 12 months, based on the 60/40 Neutral Asset Allocation (NAA). diverse panel of asset allocation experts discusses and debates key asset allocation and implementation decisions with reference to the NAA and within the context of the headline DAA Growth/Defensive split. The Investment Committee (Summit delegates) votes as the asset class decisions are being debated. Once finalised, the Investment Committee’s views (as expresse...

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Forum Fodder 05 Jul 2024

What's new with our live and on-demand continuing education, accreditation and certification programs.

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Quarterly CE alert! Jun 2024

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Short Course: Behavioural Finance - Investment Decision-Making

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.

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