1. Democratic politics & market economics are the axis of value

    Public policy matters to performance at every level. Yet modern politics faces a crisis of ideas, relevance and trust. The trick is to let markets do their work.

    Ruth Richardson | 23-08-17 | 0.50 CE | More
  2. Backgrounder: Culture and investment performance

    The relationship between organisational culture and relative performance has significant implications for active asset managers, given their dependence on effective collaboration and decision making.

    Will Jackson, PortfolioConstruction Forum | 21-08-17 | More
  3. Culture and sustainable alpha generation - six key factors

    Culture is at the heart of competitive advantage today; this is particularly the case for investment firms where people and their judgments are the chief assets. A strong culture in investment management firms is a requirement for sustainable alpha-generation.

    Carol Geremia, MFS Investment Management | 14-08-17 | More
  4. A Guide to forming an Investment Policy Framework

    This Guide aims to assist practitioners develop their investment policy framework, by providing a checklist of issues to consider, and publicly available examples from institutions in Australia and globally.

    Andrew Fairweather & Jerome Lander | 21-07-17 | More
  5. Masterclass NZ 2017 - Resources

    Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. The one-day program is comprised of five research-based, active learning sessions:

    16-06-17 | More
  6. Daring to be different - the benefits of contrarian investing

    Literature from a variety of disciplines help highlight the qualities behind truly creative, contrarian thinking - qualities which can be applied to modern portfolio management.

    Stephen Anness & Andy Hall, Invesco Perpetual | 07-06-17 | More
  7. An investment philosophy is critical

    This workshop will help you develop a clear, communicable, logical and understandable investment philosophy, deciding what's important and what's not.

    Graham Rich, PortfolioConstruction Forum and Tim Farrelly, farrelly's | 15-02-17 | 1.00 CE | More
  8. The winds of change

    Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?

    Graham Rich, PortfolioConstruction Forum | 14-02-17 | 0.25 CE | More
  9. Backgrounder: 5 Megatrends driving portfolio construction

    In 2002, we embarked on a quest to identify the secular forces which would substantially influence markets over the coming decade. We proposed five megatrends - which still drive portfolio construction today.

    Will Jackson, PortfolioConstruction Forum | 13-02-17 | More