3295 results found

Finology - behavioural FINance and investor psychOLOGY - knowledge and skills substantially enhance practitioners' ability to communicate with clients and manage portfolios more effectively. This Backgrounder seeks to foster a greater understanding of and interest in finology.

Crises can be useful - highlighting our investing strengths and weaknesses. What we do with this information determines whether portfolios survive or thrive during the dislocation and in the post-crisis environment. A live and on-demand zoominar series, All Things Considered will challenge your portfolio construction beliefs, helping you identify which remain valid and which require new thinking, to inform your investing knowledge, beliefs and behaviours and help you build better quality investor portfolios.

The quarterly Dynamic Asset Allocation is published electronically, and emailed to subscribers in early March, June, September, and December. It features farrelly's Editorial; long-term outlook for markets; Forecast in Focus; and three different approaches to Implementation...

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

Aspect Capital "Inside the world of alternatives" 2020 (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 Realindex "Rise of the Zombies" Webinar 2020 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 Metrics "Investor Presentation" Webinar 2020 (17 Dec 2020) 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.

Finology is the interesting and unique mix of behavioural finance ("fin") and investor psychology ("ology") as it relates to giving investment advice to individual investors.

Graham Rich | 0.25 CE

Behavioural finance supplements traditional financial and investment theory. Findings in the field of behavioural finance may help advisers, consultants and clients better manage their thoughts, feelings, and actions when investing.

Ron Bird | 2.75 CE

The fact is that we don't NEED growth. We need high after-tax returns. High growth at a reasonable price will always be attractive. But so too will no-growth at a high risk-adjusted yield.

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

The farrelly's Dynamic Asset Allocation Handbook Australia (Dec 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Subscribers must complete a CE Quiz to receive CE/CPD accreditation.

The farrelly's Dynamic Asset Allocation Handbook NZ (Dec 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Subscribers must complete a CE Quiz to receive CE/CPD accreditation.

The First Sentier "The future of transport infrastructure" Webinar 2020 (08 Dec 2020) 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 "Adviser Update Dec 2020" Webinar 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.

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

The First Sentier "Accelerating change in global property markets" Webinar 2020 (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 Platinum Adviser Update Dec 2020 Webinar (02 Dec 2020) 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 Robeco "Investing in the SDGs" Webinar 2020 (01 Dec 2020) 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 paper "What's next for America?" 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.