The Investment Trends Portfolio Management Survey (Dec 2024) has been accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. You must confirm your completion in order to receive CE/CPD accreditation.

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

Looking ahead, eight risks to global GDP growth stand out. Investors will need to rethink their investment and allocation strategies to navigate an era defined by uncertainty and uneven growth.

Despite astonishingly good returns during their limited history, there are too many uncertainties around crypto-currencies to consider them an investable asset.

Supporters often say that a businessman like Trump or Musk will know how to put America's fiscal house in order. But the smart money says they have no idea what they are doing.

The Platinum End of Year Briefing 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 Implemented Portfolios AAIC Briefing (19 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.

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

Research over the last 50+ years has questioned the ability of active fund managers to add value consistently over time. These two papers offer new methods to improve our ability to pick future winners and losers.

History is rhyming again. With the return of President-elect Donald Trump and a Republican Congress, the baseline supply chain policies that investors will have to deal with look a lot like those applied in the 2016 to 2020 period.

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

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

Delta Factors is a returns-based factor analysis tool that will help you create robust portfolios by deepening your understanding of the underlying factors that have truly driven a fund's investment risk and return. It is highly intuitive, visual, fast and cost effective.

Ethical blindness is one answer to the question "Why do good people do bad things?" Together, these two papers strongly reinforce the idea that ethical practice requires that we regularly hit the brakes and check our ethical blind spots.

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

At one extreme, the whole investment decision-making process could be turned over to AI - at the other, it can just be used in data collection. These two papers capture the challenges of integrating AI into funds management and financial advice processes.

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

With polls suggesting that Kamala Harris has at least a 50% chance of winning next month's US presidential election, questions about her economic-policy agenda have come to the fore.

The Platinum "2024 Adviser Roadshow NZ" (24-25 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.