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.

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.

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.

Retirement is just one phase in life. This paper provides some interesting insights into mandatory superannuation and its implications for pre- and post-retirement consumption.

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

The key to the near-term outlook is not US tariffs or the Iran war but their geopolitical interplay. This year's twin shocks make a global recession look increasingly likely.

The Evergreen Consultants Asset Allocation Committee Meeting June 2025 (26 June 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.

The core principles underpinning multi-asset, multi-manager investing (MAMMI) go back thousands of years. This preface introduces why MAMMI expertise is more complex, more difficult to successfully practice and more important than ever.

While the impact of US trade tariffs will be far less than investors fear, broad portfolio diversification is paramount and indexed strategies are no longer appropriate.

The Professional Planner Licensee Summit 2025 (23-24 Jun 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.