3426 results found

Established in 2002, Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. The two-day, blended face-to-face and online learning program is designed and curated by our specialist, experienced and independent team and features our Faculty of 50+ leading investment thinkers from around the world. Each offers his/her best high conviction ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme, 20/20 vision.

The Lonsec Retire and Talaria Capital Partner Event 2019 (24/25 July) 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 accreditation.

The CFM Techniques in Systematic Investing 2019 event (13/14/15 August 2019) 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 accreditation.

The CFM A-Z of Trend Following 2019 (12/15/21/22 August 2019) 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 accreditation.

The IMAP Portfolio Management Conference 2019 (06 Aug 2019) 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 accreditation.

As life expectancies improved, the "Financial Independence, Retire Early" movement was born. But a very long time in "retirement" requires more flexible spending rules.

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

The Conexus Best Practice Forum 2019 (30 July/01 August 2019) has been assessed and accredited for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE accreditation.

Crypto land has become an unregulated casino where unchecked criminality runs riot. It is high time that law-enforcement agencies stepped in.

The Pinnacle Listed Investments Summit 2019 (23 July - 01 August 2019) 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 acceditation.

The Pinnacle Investment Summit 2019 (July) (22 July - 01 August 2019) 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 accreditation.

The Winston Capital Thought Leadership Lunch 2019 (July) (16 July 2019) 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 acceditation.

In late May 2019, Australian 10-year bonds were at 1.64% per annum. A month on and they’d dipped under 1.3% per annum. This is quite a move.

What strategy should a rational investor, completely free of constraints, take to preserve wealth while making modest long-term gains? To do so will not be easy over the next two decades.

Woody Brock | 1 comment | 1.00 CE

Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.

Ron Bird | 1.00 CE

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

Portfolio construction is multi-faceted and should be iterative. Five key components provide a framework to design quality portfolios to meet clients' objectives.

While much of the discussion around climate change and transition risks is focused on negative impacts, these changes will offer significant opportunities for some businesses.

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

The CFA Ethics Lecture 2019 (21 Jun 2019) 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.