The InvestSense Diversified Portfolio Update (09 Apr 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 Alpha Group PD Day (31 Mar 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.

In the space of little more than two months, Trump has turned the world inside out. The Trump shock is the functional equivalent of a full-blown crisis. Concerns over the global economic forecast seem almost trivial.

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

This narrative has been doing the rounds for a while and - in terms of unlisted property at least - has been fairly close to the mark. However, going forward, it has become a really unhelpful idea.

The WealthLeaders Forum Melbourne 2025 (26 March 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 InvestSense Economic Update with Andrew Hunt (March 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.

If there is one thing those in the finance industry should understand, it is how markets function. The starting point is the Efficient Market Hypothesis - however EMH is amazingly poorly understood.

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

The Evergreen Consultants Asset Allocation Committee Meeting Mar 2025 (20 Mar 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 Implemented Portfolios AAIC Briefing (19 Mar 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 Professional Planner "The Adviser's Guide to Alternative Investments" (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 InvestSense Investment Committee Market Update (14 Mar & 03 Apr 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.

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

According to the latest generation of behavioural finance theory, individuals seek life wellbeing (underpinned by financial wellbeing) which additionally incorporates non-financial factors.

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

For the past 30 years, a revolution has been underway in how investment markets and economies should be viewed and understood. This Backgrounder introduces the key elements of this revolution – termed Complexity Economics – and explains the implications for understanding investment market behaviour and constructing portfolios.

We should observe markets as they truly are, rather than filtering them through traditional models and assumptions. This introduction to the Markets short course, Thinking Differently About Markets, explores what it means to "think differently" by challenging conventional economic theories and developing a new perspective on market behaviour.

Traditional thinking about markets can be limiting - understanding the broader context, rather than relying solely on predefined structures, is crucial for effective decision-making. Part of the Markets short course, Thinking Differently About Markets, this lecture looks at the concept of "markets" both theoretically and practically.

The Evergreen Asset Allocation Committee Meeting Feb 2025 (20 Feb 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.