This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2010 argued that the framework within which the industry makes investment choices and constructs investment portfolios for clients is fundamentally flawed and that what is required is an objectives-based framework...
This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2010 investigated the role of domestic investors in Asia ex-Japan and how governments are implementing measures to save investor interest and attract them to equity markets, as well as exploring the various reforms and policies underway that could potentially change the economic and investment landscape in the region to the advantage of Australian and global investors...
This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2010 argued that heightened volatility and potentially lower growth rates lie ahead. It discussed how to adjust portfolios, including what sources of alpha are likely to be most successful, what it means for the risk management of equity portfolios, and whether market capitalisation weighted benchmarks are less appropriate...
This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2010 focused on the volatility of investment income, and real growth, revealing that a high yield equity strategy can be the cornerstone of retirement income planning and that account-based pensions with this investment approach can resolve the longevity question by minimising the need to sell down assets...
This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2010 discussed how the fundamentals underpining a stable environment for property, combined with the strength of contractually-bound income from real estate leases, provide an attractive and relatively secure return profile during a period of uncertainty...
In this 2010 PortfolioConstruction Conference Critical Issues Forum session, Jonathan Pain, Editor of the Pain Report, argued that the world is now divided between the submerging and emerging nations, and explained the implications for portfolio construction...
Filmed exclusively for PortfolioConstruction Conference 2010, these vignettes feature global investment thinkers - Niall Ferguson, Russ Koesterich, Bill Gross, Larry Kantor, Jim O'Neill, Bill Priest, Tim Farrelly, Hamish Douglass and Peter Gunning - giving their perspectives on the Conference theme "building shock resistant portfolios"...
This Academy Seminar debated three carefully selected topics, in a Socratic learning environment: Currency (to hedge or not to hedge); Adventures in asset allocation; and, The US economy (now and possible future scenarios)...
Our global debt investment experts - Kumar Palghat of Kapstream Capital and Dan Norman of ING Investment Management - gave their views of the current status and 2010-2012 outlook for the global debt markets including the key risks and opportunities, and signposts to watch for...
Are we there yet? Having passed through the GFC fire, and survived largely in tact, it was time to confirm the lessons learned and revisit the road(s) to recovery. A dozen independently selected investment experts engaged in a high quality discussion of investment markets and the risks and opportunities ahead in 2010-2012...
PortfolioConstruction Markets Summit 2010 kicked off with publisher, Graham Rich, asking whether we be satisfied with the past decade of success - during which we unwittingly travelled through an historical inflection point of modern history - and asked in terms of the post GFC economic recovery "are we there yet?"...
The business, economic and investment landscape of the 21st century will be defined by the Big Rapidly Industrialising Countries, in particular Brazil, Rusia, India and China. Delegates left this Emerging Markets Masterclass with a deeper understanding of the global emerging markets and their growing role in investment portfolios - as well as hearing from the BRIC Ambassadors to Australia on their first joint appearance...
The 6-hour Due Diligence Forum is one of two key components of the annual PortfolioConstruction Conference. The 2009 Due Diligence Forum program featured 24 international and local investment experts presenting presenting pre-approved research papers. This Resources Kit contains those papers, along with presentation slides, podcasts and questions/comments...
The 12-hour Critical Issues Forum is one of two key components of the annual PortfolioConstruction Conference. It is a totally independent, interactive program with a strong focus on implementation. This Resources Kit provides the videos, podcasts and presentation slides from the 2009 program, featuring 10 intensive, interactive sessions and 20 selected international and local portfolio experts...
The 2009 Conference was the first post Global Financial Crisis, and hence the theme was "investing in the new reality". It was a very different investment environment compared to a year prior - some things had changed forever; others only temporarily. Some things had not changed at all. But which was which? What WAS the new reality? And what did it mean for construction investor portfolios? This resources kit features videos, podcasts, papers and presentations from the three-day program featuring 33 quality sessions featuring 36 carefully selected local and international portfolio experts...
This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring Tim Farrelly and our six Due Diligence Forum Researchers - ensured delegates determined their key take outs from Conference, and actions to take as a result when building investor portfolios...
This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring Greg Cooper of Schroders and James Purvis of Active Portfolios - explored a variety of practical and useful portfolio risk management tools that Practitioners can apply when building investor portfolios...
This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring the Rob Arnott of Research Affiliates - argued that the cult of equities is dangerous, that is, we cannot blindly believe in "stocks for the long run". Investors must examine the many out-of-mainstream fixed-income asset classes, some currently offering the same 2.5% long-term historical risk premium of equities but with more diversification and less volatility...
