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

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

The quarterly Dynamic Asset Allocation is published electronically, and emailed to subscribers in early March, June, September, and December. It features farrelly's Editorial; long-term outlook for markets; Forecast in Focus; and three different approaches to Implementation...

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

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

This lecture instructs IMAC candidates on the fundamentals of investment portfolio performance measurement and attribution.

Beliefs interact with investors' biases and preferences to ultimately influence their behaviour. Two recent papers highlight the impact of individual investors' beliefs about the future and the impact on portfolio behaviour and composition, as well as market returns.

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.