Forum Fodder - Quarterly CE Alert!

Quarterly CE Alert! | September 2025

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 months. Just scroll on down to get going!

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 (AU)/FAAA, FMA and CIMA^® CE/CPD requirements, to name a few.

All the best for another week’s continuing education!
Graham
P.S. Mark Your Diary! Portfolio Construction Forum Markets Summit 2026 (Wed 25 Feb 2026). For our full 2025/2026 calendar click here.

Strategies | Markets

Thinking Differently About Markets
Embracing complexity economics to better understand how markets really work
The Thinking Differently About Markets subscription service enables a deeper and more realistic understanding of economic and financial dynamics, empowering greater clarity and agility in portfolio construction.
Subscribe and join a Community of Practice that recognises that the traditional tools and theories of economic orthodoxy are not sufficient, and embraces complexity economics - in which the economy is more akin to an ecosystem, the brain, or the internet than to the mechanistic models of traditional theory. Thinking Differently About Markets will help you create robust portfolios by deepening your understanding of how economies and markets really work. Find out more!

Markets | Finology

Research Review: Finfluencers and market efficiency
Individual investors have long responded to the public communications of well-placed, popular investment experts. This paper offers a new understanding of how the rise of “finfluencers” is reshaping the information landscape.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE | Read

Strategies | Markets | Investing | Finology | Philosophy | As seen at Strategies Summit 2025

Macro Matters! Time to make a move?
A complex array of issues is changing the outlook for economies and investment markets. It is time to make a move to better understand these issues so we can better manage risk and uncertainty, and design portfolios capable of improving the financial well-being of individuals.
Cheng Lei, Christopher Joye, Graeme Miller, Oliver Hartwich, Vasyl Myroshnychenko | 1.00 CE | Watch, Listen

Markets | Finology | Philosophy | As seen at Strategies Summit 2025

Investment professionals must become civilisational stewards
From the origins of Western order in the Renaissance through the Enlightenment, five interconnected crises now threatening its foundations. Our choice is simple – optimise within decline, or rebuild the foundations that made our prosperity possible.
Oliver Hartwich, The New Zealand Initiative | 0.75 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Strategies Summit 2025

Asset-based finance is private credit’s next frontier
In an era defined by rapid economic shifts and evolving banking regulation, the time to make a move is now – asset-based finance is emerging as a compelling frontier for investors.
Jason Mandinach, PIMCO | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Strategies Summit 2025

European private credit belongs in portfolios now
Private credit is a maturing asset class globally but expanding rapidly in Europe, with spreads tending to price at a premium to their US counterparts, providing higher interest cover and lower default rates.
Stéphane Blanchoz, BNP Paribas Asset Management | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | As seen at Strategies Summit 2025

Active investing must move to systematically scale skill
The explosion of data and advances in AI have permanently changed active investing. The alpha edge lies not in discarding skill, but in scaling it.
Nick Burt, Vinva Investment Management | 0.50 CE | Watch, Listen

Strategies | Markets | As seen at Strategies Summit 2025

It’s time to rebalance portfolios for economic reality
Economic realities and policy shifts are diverging from market pricing, US equity valuations are at record highs but the outlook for the world’s largest economy is challenged, and the independence of the central bank is at risk. It’s time to make a move to rebalance portfolios.
Ronald Temple, Lazard | 0.25 CE | Watch, Listen

Investing | Philosophy

Research Review: Choosing investment consultants
This paper provides a great summary of the role played by asset consultants and the existing literature on asset consulting (including why they’re fired).
Ron Bird, ANU & Portfolio Construction Forum | 1.50 CE | Read

Markets | Finology | Philosophy

Research Review: The replacement excuse and moral erosion
This paper examines the impact of a key feature of competitive markets on moral behaviour - the possibility that a competitor might step in and conclude the deal if a conscientious market actor forgoes a profitable business opportunity for ethical reasons.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE (Ethics) | Read

Investing

Research Review: Mandatory superannuation and consumption
Retirement is just one phase in life. This paper provides some interesting insights into mandatory superannuation and its implications for pre- and post-retirement consumption.
Ron Bird, ANU & Portfolio Construction Forum | 1.00 CE | Read

Finology | Philosophy

Research Review: Moral courage
In an industry saturated with greenwashing, woke-washing, whitewashing, and other appeals to our ethical sensibilities, moral courage is a critical virtue for upholding high ethical standards and building societal trust.
Rob Hamshar, Portfolio Construction Forum | 1.50 CE (Ethics) | Read

Investing | Finology

Research Review: Private equity - buyer beware
Private equity is promoted as providing returns several per cent higher than investing in public equity markets. These two papers reveal the true returns that private equity delivers to investors, identifying the real winners (the managers).
Ron Bird, ANU & Portfolio Construction Forum | 1.00 CE | Read

Finology | Philosophy

Research Review: Moral judgments
Ethical standards and codes serve as guiding principles for professionals - but the application is rarely straightforward. This paper reviews recent literature on moral judgment and the behavioural implications.
Rob Hamshar, Portfolio Construction Forum | 1.00 CE (Ethics) | Read

Strategies | Investing | Philosophy

Research Spotlight: Talaria Global Equity
This Research Spotlight focuses on the Talaria Global Equity strategy, a value-biased global equities exposure executed through the use of exchange traded options.
Portfolio Construction Forum | 0.50 CE | Watch, Listen

Strategies | Markets | Investing | Philosophy

Short Course: Mastering private debt investing
Examining the unique characteristics that make private debt a compelling investment. Private debt has grown in popularity as an alternative source of debt financing, with the asset class tripling in size since 2008. Curated and produced by Portfolio Construction Forum, and led by private debt investing subject matter expert, Andrew Lockhart, this self-paced, two-hour online short course equips you with the expertise to navigate private debt investment confidently across diverse market conditions.
Metrics & Portfolio Construction Forum | 2.00 CE | Enrol

Finology | Philosophy | * Premium *

Behavioural Finance: Investment decision-making short course
Led by behavioural finance expert, Herman Brodie, this online, on-demand course completed at your own pace 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 (incl 1.00 ethics) | Enrol

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We 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. And of course, I’d welcome having an offline direct conversation with you any time.