Certified Investment Management Analyst (CIMA) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

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.

For much of the past four decades, the key to investing success was to stay long (and get longer!) risk assets. Even in the changed environment of 2020-2024, going with the flow was a good strategy most of the time. But is that still the case? Strategies Summit 2025 (Wed-Thu 20-21 Aug) will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help you build better quality portfolios.

While there is a grain of truth in many of the arguments supporting the claim that private credit is set to blow up, most are vastly overblown or, where correct, can easily be managed.

This lecture instructs IMAC candidates on the characteristics of hedge fund investments.

This lecture instructs IMAC candidates on the characteristics of digital asset investments.

Private market assets can complement traditional equity and fixed income allocations, helping investors participate in the upside of favourable equity markets while mitigating drawdowns in difficult ones.

This lecture instructs IMAC candidates on the characteristics of private real asset investments.

This lecture instructs IMAC candidates on the on the definitions and characteristics and the use of public and private real asset investments in multi-asset portfolios.

This lecture instructs IMAC candidates on the characteristics of private debt investments.

This lecture instructs IMAC candidates on the characteristics of private equity investtments.

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).

This lecture instructs IMAC candidates on the characteristics and analysis of Public Debt Investments.

This lecture instructs IMAC candidates on the principles of equity securities and analysis.

This Research Spotlight focuses on the Talaria Global Equity strategy, a value-biased global equities exposure executed through the use of exchange traded options.

If there is one thing those in the finance industry should understand, it is how markets function. The starting point is the Efficient Market Hypothesis - however EMH is amazingly poorly understood.

Established in 2002, Strategies Summit 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.

Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

The consensus on Wall Street is that the equity market will keep on rising in 2025. But independent economist, Andrew Hunt, thinks differently. He argues that the US corporate sector is highly leveraged and struggling to generate profits, with private credit posing a systemic risk.