While some still firmly believe that values and ethics have no part to play in investing, the tide is turning. Values play a vital role in investment and business decisions - and, increasingly, investors care about more than just financial returns.

Clare Payne, Charles Sampford, Jack Gray, | 1.00 CE

What influence do personal values have on our behaviour, as individuals? And how do those values interact with professional standards and ethics?

Will Jackson | 1.50 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?

Philipp Hofflin | 4.00 CE

While some still firmly believe that ethics has nothing to do with investment, the tide is turning. Increasingly, clients are demanding ethical portfolios.

Clare Payne | 0.25 CE

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 | 0.50 CE

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.

Carol Geremia | 0.25 CE

In a world where 0.6%pa is top quartile, winning is difficult and losing is easy. There are big gains to be made in surprising places. Even 1%pa adds up to a huge difference over time.

Tim Farrelly | 0.50 CE

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

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

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

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:

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

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 | 1.00 CE

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 | 0.25 CE

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