1619 results found

The Pinnacle Investment Summit 2019 (July) (22 July - 01 August 2019) 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 accreditation.

What strategy should a rational investor, completely free of constraints, take to preserve wealth while making modest long-term gains? To do so will not be easy over the next two decades.

Woody Brock | 1 comment | 1.00 CE

Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.

Ron Bird | 1.00 CE

The growing proportion and influence of older workers in the labour force will provide support for the equity market going forward.

What's new with our continuing education, accreditation and certification programs.

Portfolio construction is multi-faceted and should be iterative. Five key components provide a framework to design quality portfolios to meet clients' objectives.

While much of the discussion around climate change and transition risks is focused on negative impacts, these changes will offer significant opportunities for some businesses.

What's new with our continuing education, accreditation and certification programs.

What's new with our continuing education, accreditation and certification programs.

Retirement bucket strategies tie specific expenses to specific portfolios. But looking at categories of spending doesn't necessarily work. A better approach is to segment spending within each category.

What's new with our continuing education, accreditation and certification programs.

The Federal Reserve is contemplating changing its framework for targeting inflation. It should conclude that the FOMC needs more patience with the current neutral stance rather than a new target.

The inflation outlook is subject to far wider possibilities than policymakers have considered. Too little focus on structural factors could pose serious risks to economic wellbeing and financial stability.

Established in 2008, the Investment Management Research Workshop showcases contemporary academic research that is relevant to investment management. It gives you a rare opportunity to join with the full spectrum of investment management analysts - academics, professional investors, consultants, practitioners and advocates - to consider contemporary investment research.

The Investment Management Research Workshop 2019 showcased contemporary academic research that is relevant to investment management.

Five misplaced concerns about the future of the dollar make forecasts of a long-run collapse in the dollar problematic.

Woody Brock | 0.50 CE

The Conexus Fiduciary Investors Symposium 2019 (20-22 May 2019) 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 accreditation.

Climate change has moved faster than most thought possible. There will be exciting investment opportunities in companies focused on climate change mitigation and adaptation.

Jeremy Grantham | 1.00 CE

A recent paper looks at the impact of passive investing on market stability; a second describes shades of alpha for active and index investing. A third reviews luck and portfolio rebalancing outcomes.

Ron Bird | 1.00 CE

Rather than worrying about whether portfolios are actively or passively managed, investors should focus on strategic asset allocation. The tired active-passive investment debate has run its course.