Delta Factors is a returns-based factor analysis tool that will help you create robust portfolios by deepening your understanding of the underlying factors that have truly driven a fund's investment risk and return. It is highly intuitive, visual, fast and cost effective.

Ethical blindness is one answer to the question "Why do good people do bad things?" Together, these two papers strongly reinforce the idea that ethical practice requires that we regularly hit the brakes and check our ethical blind spots.

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

At one extreme, the whole investment decision-making process could be turned over to AI - at the other, it can just be used in data collection. These two papers capture the challenges of integrating AI into funds management and financial advice processes.

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

With polls suggesting that Kamala Harris has at least a 50% chance of winning next month's US presidential election, questions about her economic-policy agenda have come to the fore.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. We welcome new members - join or renew your membership today.

The Platinum "2024 Adviser Roadshow NZ" (24-25 Sep 2024) 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 "2024 Adviser Roadshow" (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.

It seems plausible. A lack of research means inefficient pricing and lots of opportunities to find bargains, and inefficient markets are full of less skilled investors. Alpha is lying around just waiting to be collected.

The Evergreen Asset Allocation Committee Meeting Sep 2024 (19 Sep 2024) 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.

Manufacturing reshoring by global multinationals is key to economic development in frontier and emerging markets. Understanding the shifting dynamics can be critical to investment decision-making at both the country and sector level.

The financial services industry has long embraced the potential of AI-based systems including robo-advice. These two papers review the psychological and relational dynamics that arise from "algorithm aversion".

This Research Spotlight focuses on the Brandywine Global Opportunistic Equity strategy, a benchmark unaware true value global equity strategy that has produced very strong alpha.

These tutorials relate to the IMAC 2024 lectures and are available to CIMA candidates enrolled in the CIMA Certification Asia Pacific Program 2024.

The Platinum "2024 Adviser Roadshow" (03-19 Sep 2024) 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 Alpha Group - A-Con 24 (26-28 Aug 2024) 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.

With armed conflicts raging in Europe and Middle East, and the prospect of a US-China showdown over Taiwan, many investors believe World War III is increasingly likely. But the Forum's Visiting Fellow, Pippa Malmgren, thinks differently.