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

Certified Investment Management Analyst® (CIMA®) is the peak, international technical portfolio construction certification program designed for investment management analysts - that is, those involved in any aspect of constructing multi-asset, multi-manager portfolios.

The Evergreen Market Outlook Update (02 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.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

Trump 2.0 is starting where Trump 1.0 ended – with distortions, convoluted logic, and the related risk of major policy blunders.

The Evergreen Asset Allocation Committee Meeting Jan 2025 (23 Jan 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 economic damage Trump could cause will be moderate, according to Woody Brock. His bigger concern is what could go wrong with foreign policy under Trump because, in Woody's view, the probability of a global war is higher than it has been in decades.

The Professional Planner 2024 Researcher Forum (02-03 Dec 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.

While investors considering supply chain themes face another complex year in 2025, but it would be a mistake to assume there are only risks. There are plenty of opportunities to build sustainable, competitive advantage.

As the ideas and tools popularised under the banner of "nudge theory" have gained traction in the public and private sectors so, too, have ethical concerns regarding their use. Critics have long questioned the ethics of nudging.

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

Portfolio Compass enables you to easily and confidently identify robust asset allocations that can deliver on required investment objectives. It will deepen your understanding and control of the most important part of the investment process – the asset allocation of a portfolio.

Irrational markets are easy to beat? You would think so. But, to quote Yogi Berra, "In theory, theory and practice are the same. In practice, they're different."

2024 was a year of confusing, inspiring, depressing, and energising developments on many fronts. It’s in the spirit of thinking differently and embracing uncertainty that I offer you this year’s set of global developments to watch over the next five years.

What impact will the next US administration have on economic growth and inflation? The answer is not yet clear, because while some of President-elect Donald Trump's proposed policies would boost growth and reduce inflation over time, others will have the opposite effect.

The Evergreen Asset Allocation Committee Meeting Dec 2024 (12 Dec 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 Nov 2024 (21 Nov 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 Oct 2024 (17 Oct 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.

In a world where Volatility, Uncertainty, Complexity, and Ambiguity are ever-present and ever-changing, the act of investing is about assessing probabilities and payoffs, not trying to predict what will happen.

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