The ongoing, post-tertiary development of knowledge, skill and expertise resulting from a commitment to post-graduate continuous learning. It is the antithesis of “CPD points” for compliance sake.
Dates for our upcoming continuing education programs and certificate courses
Debating the drivers of & outlook for the markets | Live in-studio, livestream & on-demand
Debating behavioural finance & investor psychology | Live in-studio, livestream & on-demand
Debating portfolio construction strategies | Live in-studio, livestream & on-demand
Debating principles to inform defensible investing | Livestream & on-demand
Building investment committee knowledge & skills | Livestream & on-demand
Advancing investment management analyst expertise | Livestream & on-demand
Latest food for thought from the Forum | E-newsletter
Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand
Store, view, print, and export your multi-designation CE/CPD record
Applying a dynamic, forward-looking approach to asset allocation | On-demand
Benchmarking your investing biases, beliefs & behaviours | On-demand
The professional community for Certified Investment Management Analysts in Australia and NZ
The behavioural finance & investor psychology SIG for Forum members
The evaluation of a learning activity by specialist, independent subject matter experts, to confirm it meets the CE/CPD standards set by governing bodies and to verify a person completed the activity.
Earning accredited hours to meet your CIMA renewal requirement | On-demand
Submit content for independent CE accreditation
The formal process of recognising an individual’s successful demonstration of superior knowledge and competence across a validated best-practice body of knowledge and curriculum.
The peak international, technical portfolio construction certification program
At a practical level, how can we manage the risk of a client not maintaining their desired standard of living in retirement because they have lived longer than expected?
Recorded exclusively for PortfolioConstruction Forum PIMCO's Mohammed El-Erian discusses QE, and whether Australia can continue to escape the new normal.
The rule of thumb 4% pa safe withdrawal rate has proven fairly robust in ensuring most retirees don't run out of money, but it is coming under pressure in the current environment.
Managing sequencing risk - the risk of poor or negative returns near or around retirement age when a portfolio is at its largest and most vulnerable - is a critical component of lifecycle investing.
Is the strong performance of trend-following strategies a statistical fluke of the last few decades or a more robust phenomenon over a wide range of economic conditions?
Yield hungry investors would do well to take stock of their real investment objectives before making the headlong plunge into rapidly appreciating high yielding stocks and bonds.
Today's younger generation will become tomorrow's older generation. This predictability makes demographic shifts the single most powerful investment force of our time.
In constructing a portfolio to help clients meet their retirement goals, practitioners need to factor in the three most significant risks. A logical, valuation-based approach can help.
Baby boomer retirees need an investment approach that delivers the income they need and maintains the ability to meet their other objectives too.
Recorded exclusively for PortfolioConstruction Forum, Prof. Jack Gray explains why lifecycle investing concepts needs adaptation for Australia.
As investors move into decumulation, infrastructure can make a meaningful contribution to portfolios.
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.
Lifecycle investing differs from more traditional approaches to financial planning in a number of important ways - but it is not without its challenges.
Exclusively for PortfolioConstruction Forum, Nobel laureate Robert Merton discusses moving to an income goal for the retirement phase of an investor's lifecycle.
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.
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.