On the Hunt is a monthly lecture series focused on the human factors in investment portfolio construction, including the ethical implications. It will help you better identify and understand how investing biases, beliefs and behaviours impact portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.

Katherine Hunt | 1.00 CE

This paper provides a penetrating view into some of the motivational dynamics in play for individual investors who select sustainability-related investments, and implications for financial intermediaries who manufacture and sell such products.

Rob Hamshar | 2.00 CE

This lecture argues that client behaviour profiling should be a critical first step of the financial advice process. It examines why ethical client profiling - leveraging off psychology, behavioural finance, ethics, and the financial advice process - is necessary to successfully deliver consistent positive client outcomes. NOTE: This lecture is available for purchase - go to https://portfolioconstructionforum.edu.au/on-the-hunt/

Katherine Hunt | 1.00 CE

When just about every asset price trends upwards, and episodic falls in market prices are quickly reversed, risk management is unrewarded. But the world has changed and portfolio risk management is now critical.

Established in 2002, Strategies Conference is THE portfolio construction strategies conference of the year. Presented each August, the program features 50+ carefully selected leading investment thinkers who will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, for you to consider applying in practice to build better quality portfolios.

There is good reason to think that the economic orthodoxy of the past 50 years has one foot in the grave. The question is whether the mainstream economics profession has gotten the memo.

In the same way that Moneyball has swept every professional sport, data science is bringing greater transparency to portfolio managers' decision-making skill. To select managers capable of outperforming, behavioural analysis is crucial.

The young are better able to navigate VUCA owing to their natural growth and learning mindset. In an environment where investors can do anything, just not everything, we can all benefit from adopting a youth mindset.

Advice Engagement is a framework that helps advisers focus on understanding their clients' needs and improving their outcomes, by improving the likelihood that the client will accept and follow the advice.

The authors of this paper propose that it's not just confirmation bias, but the way it interacts with a specific set of fundamental beliefs that generates a surprisingly wide array of bias effects.

Rob Hamshar | 1.00 CE

The bulk of the research on sustainable investing has concentrated on returns. These two papers look beyond that to whether investors are so committed to sustainability that they will continue to invest irrespective of returns or fees.

Ron Bird | 2.00 CE

Over the past 15 years, as behavioural sciences gained widespread recognition, economics has progressively acknowledged the significance of the biases that drive individuals and firms to behave irrationally.

Confidence in a sea of confusion is key to success. Using three tools of persuasion, we can create a sense of certainty even when who knows what is just around the corner.

Adam Ferrier | 0.50 CE

Decision attribution analysis provides a crucial lens on equity manager skill, benefiting asset owners and fund buyers as they select and monitor managers.

Clare Flynn Levy | 0.50 CE

Investors today have more knowledge than any prior generation, however there remains a chasm between knowing and doing. Acknowledging we are all biased, because we are all human, is the first step to better decisions.

David Wanis | 0.25 CE

ESG investment is coming under increasing criticism, some valid - but the real problem is the ill-defined use of the acronym itself and we will all be better off if we stop using it.

Tom King | 0.50 CE

The energy transition represents the greatest economic opportunity since the industrial revolution. Reliably capturing the potential and delivering tangible environmental impact requires three core beliefs.

David Costello | 0.50 CE

Unlisted assets provide access to a bigger opportunity set that reflects active management in its truest form, giving opportunity for investment managers to further diversify multi asset portfolios with rich investments across diverse industries.

Dan Farmer | 0.50 CE

A partial allocation of retirement savings to a contemporary lifetime income stream can help increase the certainty of delivering what the income that retiree clients want. And such an allocation can help clients preserve assets.

Andrew Lowe | 0.50 CE

To earn justified trust from clients and deliver consistently good outcomes for them year after year requires globally recognised fiduciary standards of care.

Aaron Drew | 0.25 CE

To better develop the skills required to analyse corporates, we can start with individuals as case studies and scale from there. If analysts can't do that, it's unlikely they can address more complex situations.

Douglas Isles | 0.25 CE

...though not unconditionally. The nascent field of Neurofinance suggests that investors attuned to their emotions can make better decisions during critical market events.

Retirement strategies must adapt in line with markets and demographics trends and the additional risks that are relevant for investors in decumulation.

Mark Lapedus | 0.50 CE

We can help retirees build and retain their sense of control by keeping on building trust and educating them, modelling possible outcomes and showing a planned approach – including providing a Plan B.

Richard Dinham | 0.25 CE

A critical part of any retirement plan is a spending plan (which is not the same as a budget). Ultimately, a good spending plan helps keep clients' investments on track.

Tim Farrelly | 0.25 CE

Finology Summit will help you grow your knowledge and understanding of the "human factors" – beliefs, behaviours and principles – that influence portfolio construction, to help you build better quality investor portfolios. The focus of this year's program is "Uncertainty". Designed and curated by our specialist, experienced and independent team, the program features an exceptional Faculty of experts from around the world, each offering a high conviction perspective on a facet of investment uncertainty and/or certainty.

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 | 1 comment | 2.50 CE

Value investing has proven successful over time but it requires discipline and a long-run horizon - and disagreement remains over whether the value premium will persist. What's your philosophy?