The traditional model of outsourcing investment management to an OCIO is reaching its practical limits. The OCIO relationship with the investment adviser needs to evolve to a deeply integrated partnership.

First, we stress test the asset allocation implications of the economic scenarios debated earlier in the morning. Our diverse panel of portfolio construction practitioners then discusses the asset allocation outcomes, which of the high conviction propositions they heard during Strategies Summit 2025 they agreed and disagreed with most – and, which ones it is time to make a move on, to design resilient portfolios in practice.

Investment is more than technical; it is fiduciary and communal, requiring alignment with values and stewardship of economic and social foundations. Oliver draws together the threads of Strategies Summit 2025, sharing his key takeouts and the implications for investment fiduciaries becoming civilisational stewards.

This lecture instructs IMAC candidates on the fundamentals of specifying a Neutral Asset Allocation when building investment 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.

While the impact of US trade tariffs will be far less than investors fear, broad portfolio diversification is paramount and indexed strategies are no longer appropriate.

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

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

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

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

While some people argue that US trade tariffs will boost the domestic economy, history shows that such policies will more likely reduce international trade and increase unemployment around the world.

This lecture instructs IMAC candidates on the defining characteristics of an asset class.

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

According to the latest generation of behavioural finance theory, individuals seek life wellbeing (underpinned by financial wellbeing) which additionally incorporates non-financial factors.

We should observe markets as they truly are, rather than filtering them through traditional models and assumptions. This introduction to the Markets short course, Thinking Differently About Markets, explores what it means to "think differently" by challenging conventional economic theories and developing a new perspective on market behaviour.

Enlightenment thinkers played crucial roles in shaping early economic thought, focusing on specialisation and market functions. Part of the Markets short course, Thinking Differently About Markets, this lecture traces the evolution of economic and financial theories to provide historical context to modern thinking about the markets.

Traditional thinking about markets can be limiting - understanding the broader context, rather than relying solely on predefined structures, is crucial for effective decision-making. Part of the Markets short course, Thinking Differently About Markets, this lecture looks at the concept of "markets" both theoretically and practically.

Part of the Markets short course, Thinking Differently About Markets, this lecture explores the themes of money, debt, and financial crises, reviewing both orthodox and heterodox perspectives and how economic thinking has evolved over time.