3361 results found

The Fidelity "How the global economic and geopolitical landscape is shaping portfolios" 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.

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

To say a lot has changed since I spoke to you back in February at Markets Summit 2020 is an incredible understatement. Between now and Markets Summit in February 2021, I'm going to be watching three things.

This lecture instructs IMAC candidates on the fundamentals of investment philosophies and styles.

This lecture instructs IMAC candidates on the principles of investment manager selection and blending in portfolios.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (16 Nov 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.

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

Relatively little is known about what greed is and does. These two papers highlight the importance of greed in economic behaviour, and to a greater chance of engaging in ethically questionable behaviour.

Rob Hamshar | 1.00 CE

The Lonsec "Forget normal: Solving the income challenge post-Covid" Webinar 2020 (12 Nov 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 Conexus Group Insurance Summit Nov 2020 (12 Nov 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.

This lecture instructs IMAC candidates on the principles of various portfolio risk management strategies.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (09 Nov 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.

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

This lecture instructs IMAC candidates on practical issues in setting a strategic asset allocation for a portfolio.

This lecture instructs IMAC candidates on principles of international investing.

This lecture instructs IMAC candidates on on the principles of managing currency in portfolios.

This lecture instructs IMAC candidates on the foundations of asset allocation in three parts - key principles of asset allocation, optimisation and how to define an asset class.

The Lonsec "Demonstrating Best Interest Duty" Webinar 2020 (02 Nov 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.

In a world where interest rates are zero or negative, we need new ways of valuing assets. This is a very common refrain and it drives me nuts. It is almost all wrong - and on so many different levels!

Culture explains much about how we think, feel, and behave. These two papers explore the influence of culture and cultural distance in a financial context.

Rob Hamshar | 1.00 CE