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.

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

While the majority underperform, there are still many, many managers that do outperform their relevant index over long periods. The rewards for good manager selection are real and worthwhile - if you have above average manager selection skills.

Economists are struggling to reconcile their upbeat views on the US economy with the angst of average Americans. The key measures of economic performance are almost perfect. But voters continue to cite the economy as a top issue.

This lecture instructs IMAC candidates on the process for the design of a strategic investment plan for a portfolio to meet client goals, that applies equally to a small retail client or a very large institutional client.

I was speaking to a new doctoral student whose thesis is on the role of risk profiling in the development of an investment strategy. This led us to discuss why risk profiling was important and the purpose of investment advice.

The Big Five model of personality traits remains the dominant framework in personality research. Increasingly, it appears that aspects of investor sentiment and decision-making can also be explained by Big Five personality traits.