The December 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

The December 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

The Evergreen Asset Allocation Committee Meeting Dec 2023 (14 Dec 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Different ways of presenting an identical set of data lead to very different insights into a fund’s performance. Using an arithmetic graph is by far the easiest to understand - and it can also be the most deceptive.

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

At this year's FAAA Congress, we asked an expert panel about the implications of a VUCA investment climate for the construction of multi-asset, multi-manager portfolios and for investment conversations with clients.

This paper provides a penetrating view into some of the motivational dynamics in play for individual investors who select sustainability-related investments, and implications for financial intermediaries who manufacture and sell such products.

In the wake of the most rapid and material rise in global interest rates for 50 years, we could be forgiven for scratching our heads at what has happened over 2023. Has monetary policy lost its mojo? Or has 2023 been a "head fake"?

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

This report summarises the key observations from ASIC's review of how issuers of investment products are meeting design and distribution obligations and areas for improvement.

The Portfolio Construction Forum Research Symposium 2023 (23 Nov 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Lonsec "Deciding between term deposits, fixed income and annuities" Webinar (23 Nov 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Evergreen Asset Allocation Committee Meeting Nov 2023 (23 Nov 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

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

This lecture argues that client behaviour profiling should be a critical first step of the financial advice process. It examines why ethical client profiling - leveraging off psychology, behavioural finance, ethics, and the financial advice process - is necessary to successfully deliver consistent positive client outcomes. NOTE: This lecture is available for purchase - go to https://portfolioconstructionforum.edu.au/on-the-hunt/

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

The Platinum European Fund in Focus Update Nov 2023 (on demand) 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.

The Platinum European Fund in Focus Update (09 Nov 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

As finance ministers and central bankers convened in Marrakesh for the IMF and World Bank annual meetings in mid October, what surprised veteran analysts the most was the expected calamity that hasn't happened - an emerging-market debt crisis.