Private Equity is becoming a more widely available asset class. However, like any asset class, it has its nuances and risks. A key area of complexity is fees. Some seemingly minor differences in fee structure can make a material difference to total fees paid.

To say a lot has changed since I spoke to you back in February at Markets Summit 2020 is an incredible understatement. Between now and Markets Summit in February 2021, I'm going to be watching three things.

This lecture instructs IMAC candidates on the fundamentals of investment philosophies and styles.

This lecture instructs IMAC candidates on the principles of investment manager selection and blending in portfolios.

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

Relatively little is known about what greed is and does. These two papers highlight the importance of greed in economic behaviour, and to a greater chance of engaging in ethically questionable behaviour.

This lecture instructs IMAC candidates on practical issues in setting a strategic asset allocation for a portfolio.

What's new with our continuing education, accreditation and certification programs.

The Conexus "Solving the Retirement Puzzle at Scale 2" Webinar 2020 (30 Oct 2020) 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.

Post Covid-19, Australian company dividends were cut by 30% overall but it is still possible to achieve 5% cash yields with up to 2% franking credits from a well constructed portfolio.

What's new with our continuing education, accreditation and certification programs.

This lecture instructs IMAC candidates on the principles of fund manager search and selection as it relates to identifying quality managed investments for possible inclusion in portfolios.

This lecture instructs IMAC candidates on the features, uses and applications of different types of managed investment vehicles.

This lecture instructs IMAC candidates on the theory and application of the Efficient Market Hypothesis.

Now in its 19th year, Portfolio Construction Forum Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. This year's theme is "It's a whole new world!". Covid-19 is disrupting societies, economies, and markets around the world like no other crisis since World War II. Strategies Conference 2020 will challenge and refresh your portfolio construction thinking as we debate the contemporary and emerging portfolio construction strategies that will help us build better quality investor portfolios in a whole new world!

This lecture instructs IMAC candidates on the theoretical and empirical underpinnings of portfolio management, specifically in relation to how portfolios are designed and measured.

What's new with our continuing education, accreditation and certification programs.

Media coverage of Portfolio Construction Forum's continuing education and certification programs...

These two research papers present insights into how advisers can better assess and guide how clients think about and structure goals - including savings goals.