These tutorials relate to the IMAC 2024 lectures and are available to CIMA candidates enrolled in the CIMA Certification Asia Pacific Program 2024.

The Platinum "2024 Adviser Roadshow" (03-19 Sep 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.

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

The Alpha Group - A-Con 24 (26-28 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.

With armed conflicts raging in Europe and Middle East, and the prospect of a US-China showdown over Taiwan, many investors believe World War III is increasingly likely. But the Forum's Visiting Fellow, Pippa Malmgren, thinks differently.

Powerful geopolitical, demographic, environmental, technological and sociological trends are reshaping our world, impacting investment risk and uncertainty and how best to design portfolios capable of improving the financial well-being of individuals.

Traditional stocks and bonds have long been the mainstay of investment portfolios. However, the breadth and depth of private markets increased significantly in recent years and practitioners can no longer ignore unlisted assets. When held alongside publicly traded equities and bonds, private equity, private debt and real asset strategies may bring significant benefits to multi-asset portfolios, providing access to unique investment opportunities.

Wealth management is in a post-product, post-service stage of development – it is now a design industry. In a highly competitive marketplace, where products are widely and cheaply available, offering a differentiated experience means delivering best-of-strategies solutions for specific client needs. This session explores key challenges and opportunities in multi-asset, multi-manager portfolio construction that practitioners should be thinking about, given the whole is greater than the sum of its parts!

With the body of human knowledge doubling in size every year, investors are drowning in data. Yet the emergence of artificial intelligence will increasingly help us manage the problem of cognitive overload. Indeed, such technologies are bringing about a new era, in which the logical and emotional hemispheres of the human brain are knitted back together, enabling a more holistic understanding of the world. The emergence of this superhuman consciousness will profoundly change how people think about the nature of reality – in finance, and more generally – revolutionising the way we manage risk and uncertainty.

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.