This report summarises the key observations from ASIC's review of how issuers of investment products are meeting design and distribution obligations and areas for improvement.

The Portfolio Construction Forum Research Symposium 2023 (23 Nov 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 Lonsec "Deciding between term deposits, fixed income and annuities" Webinar (23 Nov 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 Evergreen Asset Allocation Committee Meeting Nov 2023 (23 Nov 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.

This lecture argues that client behaviour profiling should be a critical first step of the financial advice process. It examines why ethical client profiling - leveraging off psychology, behavioural finance, ethics, and the financial advice process - is necessary to successfully deliver consistent positive client outcomes. NOTE: This lecture is available for purchase - go to https://portfolioconstructionforum.edu.au/on-the-hunt/

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

The Platinum European Fund in Focus Update (09 Nov 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 European Fund in Focus Update Nov 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.

As finance ministers and central bankers convened in Marrakesh for the IMF and World Bank annual meetings in mid October, what surprised veteran analysts the most was the expected calamity that hasn't happened - an emerging-market debt crisis.

The Mercer "Cryptocurrency 2.0" Webinar (31 Oct 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 Platinum International Technology Fund in Focus Update (27 Oct 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 International Technology Fund in Focus Update Oct 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 Lazard "Where to from here for EM Debt and Equity?" Webinar (27 Oct 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 Baillie Gifford Sustainable Growth Webinar Oct 2023 (30 Oct 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 Australian Investment Council Foundations of Private Capital Course (Oct 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 WallStreetBets phenomenon - and the sensational short squeeze of Gamestop in 2021 in particular - demonstrated the potentially dramatic influence of collective retail behaviour on financial markets.

The AXA IM Alts Natural Capital Briefing (19 Oct 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 Evergreen Asset Allocation Committee Meeting Oct 2023 (19 Oct 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.