3377 results found

Certified Investment Management Analyst® (CIMA®) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

The Professional Planner Outlook for Financial Advice in 2026 has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

Rob Hamshar | 2.00 CE

2025 will likely go down in history as one of the most eventful, action-packed years of the 21st century. Here are 20 possibilities that should help you navigate uncertainty between now and 2031.

Welcome to the Delta Dynamic Asset Allocation New Zealand subscriber only area...

The Delta Dynamic Asset Allocation subscription service enables a dynamic, forward-looking approach to asset allocation, a key driver of quality portfolio construction and quality results for investors.

Welcome to the Delta Dynamic Asset Allocation Australian subscriber only area...

The Delta Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

The Delta Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

Certified Investment Management Analyst (CIMA) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. We welcome new members - join or renew your membership today.

What's new with our live and on-demand continuing education, accreditation and certification programs.

CIMA Society membership gives you access to multiple sources of quality "approved" CIMA CE hours that are stored in your Forum MyCE and reported automatically to IWI on your behalf – and CIMA Society pays any applicable reporting fee.

What's new with our live and on-demand continuing education, accreditation and certification programs.

This has been a bumpy year for the US economy. The big question now is what 2026 will bring. Even if important downside risks remain, one can be cautiously optimistic heading into the new year.

This paper looks at the impact of repetition on our perceptions of unethicality and truth. It finds that the more times we hear about a wrongdoing, the more we may believe it - but the less we may care.

Rob Hamshar | 1.00 CE

As 2025 draws to a close, markets are experiencing what is best described as a "crisis of faith". What this means for investors will depend on the actions already taken so far this year. Those who did nothing are now stuck between a rock and a very hard place.