The things that make people, people, are also the things that bind our portfolio construction methods together. We are impacted not only by our biases in behaviour, but also by the biases we hold that we're not even aware we hold.

To gain deeper insights, critical to long-term investing, we must adapt by integrating finance with other disciplines. Adopting a holistic perspective can greatly improve problem-solving, bringing valuable benefits to our clients' portfolios.

Our diverse panel of asset class experts discussed and clarified the implications of four economic scenarios for the medium-term (three-year) outlook for key asset classes, and then the Investment Committee (Summit delegates) voted to determine probabilities for each of the scenarios as inputs to the Asset Allocation Roundtable.

Picking up on the inputs from the Asset Class Outlook Roundtable and the Investment Committee's views (as expressed by delegates' votes), our asset allocation panel debated the key asset allocation and implementation decisions for the hypothetical portfolio for the coming 12 months.

Our diverse panel of experts identified their key takeouts from Strategies Summit 2024 and the portfolio construction implications.

Multi-asset, multi-manager investment portfolios can be viewed as complex machines that, if properly assembled and managed, provide benefits far outweighing those of their individual components. The whole is definitely greater than the sum of its parts! Strategies Summit 2024 (Wed-Thu 21-22 Aug) challenged and refreshed delegates' portfolio construction thinking by debating contemporary and emerging portfolio construction strategies to help them build better quality portfolios.

The Evergreen Asset Allocation Committee Meeting Aug 2024 (15 Aug 2024) 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 free world faces two related threats. First, the likelihood of World War III is rapidly rising. Second, the creation of a coalition of law-abiding nations appears less likely. And investors anticipating significant interest rate cuts face disappointment.

Wetware-powered AI is changing the way we manage risk and uncertainty, including in financial markets. Its rise will also profoundly change how humans think about the nature of reality — in finance and more generally.

Read any book on Complexity Science and the first example of a Complex Adaptive System is the economy and financial markets. Complex systems exhibit "emergence" which means that the whole is always more than the sum of its parts.

Are supply chains fixed or broken? In the second half of 2024, firms are having to deal with logistics network volatility. Heading into 2025, political and regulatory risks provide risks and opportunities for investors.

This lecture instructs IMAC candidates on the diversification benefits and limitations of a multi-asset, multi-manager approach to portfolio construction.

The Alpha Group - Alpha Adviser Forum (25 Jul 2024) 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 Mercer Global Investment Forum 2024 (24 Jul 2024) 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 Mercer and Portfolio Construction Forum Private Markets & Alts Academy Masterclass 23 Jul 2024) 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 Evergreen Asset Allocation Committee Meeting Jul 2024 (18 Jul 2024) 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 client discovery and formulating an Investment Policy Statement in the investment consulting context.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. By joining CIMA Society Asia Pacific and then renewing their membership each year, members commit to upholding the CIMA Society Asia Pacific Code of Ethics.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

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