1. On reflection: Forum retrospectives

    Each February, our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

    12-04-19 | More
  2. Research Review: What we need to know about fund managers

    Most of us use funds in clients' portfolios. Three new research papers look at what differentiates fund managers, highlighting factors we probably never considered important.

    Ron Bird | 08-04-19 | 1.00 CE | More
  3. 2019 Investment Research Workshop

    The Investment Management Research Workshop showcases contemporary academic research that is relevant to investment management. The 2019 IMR Workshop features a faculty including: Prof Moshe Milevsky, PhD; University of Sydney Business School's Susan Thorp, PhD; Macquarie University's Tim Kyng, PhD; Portfolio Construction Forum's Prof Ron Bird; Grattan Institute's Brendan Coates; and, ANU's Geoff Warren, PhD.

    05-04-19 | 5.50 CE | More
  4. Investment Management Research Workshop

    Established in 2008*, the Investment Management Research Workshop showcases contemporary academic research that is relevant to investment management. IMR Workshop gives you a rare opportunity to join with the full spectrum of investment analysts - academics, professional investors, consultants, practitioners and advocates - to consider contemporary investment research.

    31-03-19 | More
  5. Climate change-related regulation

    Compared to physical risks, investors have a much greater ability to incorporate carbon and related pollution regulations into investment decisions.

    Colonial First State Global Asset Management | 25-03-19 | More
  6. Imputation refunds have to go?

    The idea that imputation refunds are an unfair, expensive rort is gaining acceptance in the community. The Labor proposal is not fair, nor much of a revenue earner. It's not even nuts. It is just wrong.

    Tim Farrelly | 12-03-19 | 19 comments | More
  7. Physical impacts of climate change

    Climate change is affecting countries, companies, assets and communities in a variety of ways. Good stewardship of client assets requires investors to consider these issues.

    Colonial First State Global Asset Management | 05-03-19 | More
  8. Research Review: The cost of misbehaviour and passive investing

    Two recent papers provide timely insights on the market impact of behaviour that is detrimental to corporate reputation, and the impact of ever-growing passive investing on behaviour within organisations.

    Ron Bird | 27-02-19 | 1.00 CE | More
  9. The heat is on - where investing meets investors

    Human beliefs, biases and behaviours are central to the behaviour of financial markets, causing financial and economic instability to persist.

    Pippa Malmgren | 20-02-19 | 0.50 CE | 1 comment | More
  10. IMAC: Equity Investments

    This lecture instructs IMAC candidates on the principles of equity securities and analysis including: fundamental investing and analysis; industry analysis; corporate analysis; quantitative investing; momentum investing; value/contrarian investing; and, technical analysis.

    Ron Bird | 18-02-19 | More
  11. IMAC: Portfolio Risk Management Strategies

    This lecture instructs IMAC candidates on: the multifactor approach to portfolio risk management; sources of risk that may be identified and managed within a portfolio; how risk may be managed using futures and options; Value-at-Risk as a measure of portfolio downside risk; Risk budgeting and Value-at-Risk; and how risk may be decomposed using value-at-risk to measure a portfolio’s overall risk.

    Nadima El-Hassan | 18-02-19 | More
  12. IMAC: Options, Futures & Other Derivative Investments

    This lecture instructs IMAC candidates on: the primary roles of derivatives in investment portfolios; the difference between futures and forwards contracts and options; the risk and return characteristics of options; risk management strategies using derivatives; return enhancement strategies using derivatives; and, option pricing.

    Nadima El-Hassan | 18-02-19 | More
  13. IMAC: International Investing

    This lecture instructs IMAC candidates on how to make decisions about a portfolio's market and currency exposure, and to determine the impact of those decisions on portfolio performance. To various extents, these topics are considered in other IMAC lectures (currency management, asset allocation, performance measurement) and hence this lecture fills the gaps.

    Ron Bird | 18-02-19 | More
  14. Shareholders? Who needs them?

    The former head of the Australian Stock Exchange recommends that dividend imputation should be abolished?

    Tim Farrelly | 06-02-19 | 2 comments | More
  15. Reflections on the yield curve: Is this time different?

    Yes, it’s possible that we enter a recession in the not too distant future. But the best curve to forecast recessions still has a positive slope.

    Payden & Rygel | 05-02-19 | More
  16. The volatility of profit margins

    Cyclical volatility in earnings has increased dramatically since the 1980s. The recent Apple profit warning is an excellent case in point.

    Robert Gay | 14-01-19 | More