The Platinum Global Transition Fund Update (07/08 Jun 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 Platinum Global Transition Fund Update June 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 June 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

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

The farrelly's Dynamic Asset Allocation Handbook (June 2023) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who review it on-demand must complete a CE Quiz to receive CE/CPD accreditation.

farrelly's Investment Strategy provides subscription and consulting tools and services to enable a dynamic, forward-looking approach to asset allocation, a key driver of quality portfolio construction and quality results for investors...

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

The Platinum International Brands Fund Update June 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 International Brands Fund Update (31 May / 01 Jun 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.

The most recent evolution in index investing has been a drift into the active world. Until recently, active passive investing has not been subject to much analysis. The two papers considered here begin to make some inroads.

We should never let rules of thumb override financial fundamentals, but there are times when fundamentals become quite hazy. Recent inflation data suggests that we are in such a period right now.

The Evergreen Asset Allocation Committee Meeting May 2023 (18 May 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.

The Longwave "Are we there yet?" Webinar (09 May 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.

Only buy High Yield Debt when it is super cheap? It's nuts and you can clearly see it's nuts.

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

Fragmentation and decoupling are becoming the new normal - US and China remain on a collision course, and a dangerous deepening of the ongoing "geopolitical depression" is all but inevitable.

The Lonsec Symposium 2023 (04 May 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.

Finology Summit grows your knowledge and understanding of the "human factors" – beliefs, behaviours and principles – that influence portfolio construction, to help you build better quality investor portfolios. The focus of this year's program is "Uncertainty". Designed and curated by our specialist, experienced and independent team, the program features an exceptional Faculty of experts from around the world, each offering a high conviction perspective on a facet of investment uncertainty and/or certainty.