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

Individual investors have long responded to the public communications of well-placed, popular investment experts. This paper offers a new understanding of how the rise of "finfluencers" is reshaping the information landscape.

In the long history of US central banking, Federal Reserve Chair Jerome Powell stands out as a hero. His disciplined performance at this year's Jackson Hole gathering was an extraordinary, Volcker-like act of political courage.

A complex array of issues is changing the outlook for economies and investment markets. It is time to make a move to better understand these issues so we can better manage risk and uncertainty, and design portfolios capable of improving the financial well-being of individuals.

From the origins of Western order in the Renaissance through the Enlightenment, five interconnected crises now threatening its foundations. Our choice is simple – optimise within decline, or rebuild the foundations that made our prosperity possible.

Picking back up from the inaugural Portfolio Construction Forum da Vinci Lecture, Michael Stutchbury and Oliver Hartwich discuss the five crises threatening the foundations of the Western order and the practical implications for Australia and NZ.

Investment is more than technical; it is fiduciary and communal, requiring alignment with values and stewardship of economic and social foundations. Oliver draws together the threads of Strategies Summit 2025, sharing his key takeouts and the implications for investment fiduciaries becoming civilisational stewards.

For much of the past four decades, the key to investing success was to stay long (and get longer!) risk assets. Even in the changed environment of 2020-2024, going with the flow was a good strategy most of the time. But is that still the case? Strategies Summit 2025 (Wed-Thu 20-21 Aug) will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help you build better quality portfolios.

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

The Professional Planner Guide to Advice for High-Net Worth Clients and Family Offices 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 subject at hand being so difficult, it is no surprise that almost all commentators can find some logical justification for any theory of currencies they may hold.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.

Markets seem to have grown less reactive to US President Trump's unpredictable actions. But despite recent market calm, ongoing trade wars, economic disruption from Trump’s policies, and geopolitical tensions warrant a cautious investment strategy.

The Evergreen Market Outlook Update (24 Jul 2025) 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.

This lecture instructs IMAC candidates on the fundamentals of specifying a Neutral Asset Allocation when building investment portfolios.

This paper provides a great summary of the role played by asset consultants and the existing literature on asset consulting (including why they're fired).

The Investment Management Analyst Certificate (IMAC) advances investment management analyst knowledge, skill and expertise in a definitive set of competencies necessary for building and/or advising on quality multi-manager portfolios. It is both a structured post-graduate certificate course in its own right, and the Australian-based Registered Education Program for the global Certified Investment Management Analyst® (CIMA®) program.

Certified Investment Management Analyst (CIMA) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

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

This paper examines the impact of a key feature of competitive markets on moral behaviour - the possibility that a competitor might step in and conclude the deal if a conscientious market actor forgoes a profitable business opportunity for ethical reasons.