1. The Forum releases its submission to the FASEA CPD proposal

    Portfolio Construction Forum's 23-page submission to FASEA in response to its proposed guidance on future CPD explains why the proposal is fundamentally flawed, and falls well short of any reasonable community expectation of FASEA and what drove its formation.

    Graham Rich | 12-09-18 | 1 comment | More
  2. FASEA proposals fail to address the P and D of CPD

    FASEA's proposed CPD standards will fail to lift the educational standards required of an emerging profession, as they only address the 'Continuing' aspect of CPD, and ignore the crucial 'Professional' and 'Development' elements.

    Graham Rich | 23-08-18 | More
  3. A future proof portfolio should guard against pessimism

    There will always be movements in markets that we need to be attentive to, and you should construct a portfolio that takes advantage of fear. But don't let that fear drive the dominating principles in your portfolio construction.

    Tony Crescenzi | 22-08-18 | More
  4. Future-proof portfolios are entirely achievable

    Future-proofing isn’t about guaranteeing an outcome. No strategy can do that. It's about implementing strategies today that increase the likelihood that multiple objectives, often with different time horizons, can be all achieved.

    Rudi Minbatiwala | 14-08-18 | More
  5. 5 essential investment committee tools

    An Investment Committee is key to a well-constructed portfolio. Your IC's toolbox must contain the appropriate tools, making governance a key pillar of your portfolio construction process.

    Annika Bradley | 17-07-18 | More
  6. Masterclass NZ 2018 - resources

    Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. Each year, the one-day program features five research-based, active learning sessions.

    25-05-18 | More
  7. The place of bonds in a low yield world

    Investors are increasingly questioning the continued relevance of bonds in their portfolios. But bonds offer enhanced diversification qualities during times of low growth, low inflation and market uncertainty.

    Dean Stewart | 03-05-18 | 0.75 CE | More
  8. Risk mismatch the biggest mistake

    Only by understanding two factors can practitioners mitigate the risk of permanent loss of capital in emerging market companies.

    Alex Duffy | 24-04-18 | More
  9. Diversification - what it is and is not

    The concept of diversification may seem to be second nature. However, some of its fundamentals are often misused and sometimes misrepresented.

    Michael Furey | 15-03-18 | 3 comments | More
  10. The next 30 years

    There are themes and stocks that last for decades. Whether the investment horizon is three to five years, 10 years or even 30 years, it is likely investors will benefit from thinking about the universe of themes and stocks for generations to come.

    Bo Knudsen | 08-02-18 | More
  11. Sustainability is crucial to infrastructure returns

    Infrastructure assets have large environmental footprints. Incorporating ESG factors into the infrastructure investment process can improve risk-adjusted returns.

    Rebecca Sherlock | 08-02-18 | More