713 results found

The traditional balanced fund for retirement investing resulted in a GFC return of -27%. It's time to put in place a new approach to plan for THE future as opposed to A future.

Australian investors can get better returns and increase the transparency of the companies they invest in, by including unlisted equity in portfolios.

Traditional unit trust structures can be disadvantageous to clients seeking higher income. New options better manage this from both an investment and structure perspective.

To fill the income void, investors need not look much further than Australia's liquid and ever-growing bond market which, unlike the majority of the developed world, still offers positive real rates.

Exclusively for PortfolioConstruction Forum, Nobel laureate Robert Merton discusses moving to an income goal for the retirement phase of an investor's lifecycle.

Lifecycle investing differs from more traditional approaches to financial planning in a number of important ways - but it is not without its challenges.

Recorded exclusively for PortfolioConstruction Forum Conference, Larry Fink argues that if we don't address the challenges of increasing longevity, it will be an expensive blessing.

Recorded exclusively for PortfolioConstruction Forum, Sonal Desai argues it's vital to distinguish between sources of negative bond returns.

Recorded exclusively for PortfolioConstruction Forum, Alan Brown argues that what really matters to people is money-weighted rates of return.

Like people, economies and markets have lifecycles. This global macro economic, geopolitical and market scene setter looks at where we are in the macro lifecycle and implications for portfolios.

Better quality portfolio construction must take a whole of life focus, considering accumulation and decumulation as equally important phases of one continuous process.

There will be a significant focus by investors in the future to address the mismatch between their risk profile and the risk level of their portfolios.

The Academy Spring Seminar 2012 featured four sessions: Believe it or not; Improving decision-making under uncertainty; Diversification - where it works (and where it doesn't); and The changing of the Chinese guard.

The Summer Seminar 2011 debated the following three carefully selected topics, in a Socratic learning environment: Forever blowing bubbles; Avoiding avoidable mistakes; and, Agency risk and portfolio construction...

The 10-hour Critical Issues Forum is one of two key components of the annual PortfolioConstruction Conference. It is a totally independent 10-hour plenary program featuring interactive sessions and selected international and local portfolio experts, designed by our specialist, experienced and independent team to cover two of our three pillars – Markets and Strategies. This Resources Kit - available only to Conference delegates - comprises videos, podcasts, papers and slides along with questions/comments raised by delegates during the program...

The 6-hour Due Diligence Forum is the second component of the annual PortfolioConstruction Conference, complementing the Critical Issues Forum. This Resources Kit - available to all PortfolioConstruction Forum members - contains the presentations, podcasts and research papers from the 2010 Due Diligence Forum program featuring 20 international and local investment experts presenting pre-approved research papers written specifically for Conference...

This Resources Kit - available only to Masterclass delegates - comprises presentations, podcasts, and papers from the 8-hour 2010 Asset Allocation Masterclass program the day before Conference, during which selected international and local portfolio experts discussed that, with Western economies burdened by debt at a level not seen before, asset allocation has to take into account an entirely new landscape that in fact is a reversion to the past...

Filmed exclusively for PortfolioConstruction Conference 2010, these vignettes feature global investment thinkers - Niall Ferguson, Russ Koesterich, Bill Gross, Larry Kantor, Jim O'Neill, Bill Priest, Tim Farrelly, Hamish Douglass and Peter Gunning - giving their perspectives on the Conference theme "building shock resistant portfolios"...

This Academy Seminar debated three carefully selected topics, in a Socratic learning environment: Currency (to hedge or not to hedge); Adventures in asset allocation; and, The US economy (now and possible future scenarios)...

PortfolioConstruction Markets Summit 2010 kicked off with publisher, Graham Rich, asking whether we be satisfied with the past decade of success - during which we unwittingly travelled through an historical inflection point of modern history - and asked in terms of the post GFC economic recovery "are we there yet?"...