1631 results found

The Evergreen "Asset Allocation Committee Meeting Sep 2022" (22 Sep 2022) 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.

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

The future ain't what it used to be, so capital allocators should look beyond arbitrary benchmarks and combine a thematic universe with the structural benefits of small cap investing.

David Sullivan | 0.50 CE

Our asset allocation consultants explain the asset allocation implications of the three Economic Scenarios and blended portfolio, and debate how best to implement the portfolio.

Decarbonisation of the economy is the most important thematic of the next 30 years. The future ain't what it used to be! Investors can achieve net-zero portfolios without compromising returns or increasing risk by using "green shorts".

David Allen | 0.50 CE

Established in 2002, Strategies Conference has earned a reputation as THE portfolio construction strategies conference of the year. Back in 2020, Strategies Conference explored the idea that we were entering "a whole new world" due to Covid-19, and debated what that meant for building quality investor portfolios. Two years on, more major crises have unfolded, and the new global regime is coming into sharper focus. Times have changed! Strategies Conference 2022 will challenge and refresh your portfolio construction thinking, as we debate investment strategies to help you build better quality investor portfolios given the future ain't what it used to be!

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

The past 18 months has seen the biggest bond bear market in almost 50 years. In this Spotlight, we look at why bond prices have fallen so much, how this bear market compares with others, and what returns and volatility we are likely to see going ahead.

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

The Lonsec "Rising Interest Rates: Understanding the Risk for Retirement Portfolios" Webinar (22 Jun 2022) 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.

The next 10 years are likely to be dramatically different than the last 10 years, and investors will need allocations to alternative investments in this challenging environment.

Tony Davidow | 0.50 CE

Prolonged exposure to high volatility causes investors to subsequently underestimate volatility (and vice versa), leading to predictability in stock returns - and the ability to construct a trading strategy that exploits the effect.

The purpose of this policy is to outline Portfolio Construction Forum’s approach to handling negative feedback and complaints from Members.

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

Simply put, the effort to fight inflation could easily crash the economy, the markets, or both. The historical evidence shows that a soft landing is highly improbable. A recession in the next two years is likely.

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