There is a space in financial services that is often overshadowed by the noise of markets, products, and performance. It is the space where investing meets investors — the point where technical decisions collide with human consequences. This space is not defined by models or forecasts. It is defined by judgement, responsibility, and the way fiduciaries choose to show up for the people who rely on them. It is here, in this intersection, that the true work of a prudent adviser or consultant takes place.

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.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.

AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more. Simultaneously, US President Trump is weaponising national economic policy and the US-China race for supremacy in AI and control of rare earths is adding further fuel to their titanic geopolitical struggle, reshaping the global geopolitical, economic and trade order. In short, immense societal and economic upheaval is upending the outlook for investment markets. It's a whole new world (again)! Markets Summit 2026 (Wed 25 Feb) will help you better understand the key drivers of and outlook for the markets and help you build better quality investor portfolios.

Each year, Portfolio Construction Forum Markets Summit kicks off with a video retrospective of the prior year, reflecting on the biggest geopolitical, economic, market, environmental, sporting, and human interest stories of the prior year...

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.

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.

CIMA Society Asia Pacific is the community of practice for investment and wealth professionals in the Asia Pacific. It is governed according by an elected Board. The day-to-day operation of CIMA Society is managed by the Secretariat, headed by the Executive Officer.

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.

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

True fiduciary duty is the continual exercise of independent judgement in the client's best interest. Structural bias is the greatest threat to the future of quality investment advice and outcomes. I call this The Fiduciary Gap.

Established in 2002, Strategies Summit is THE portfolio construction strategies conference of the year. Presented each August, the program features 50+ carefully selected leading investment thinkers who will challenge and refresh your portfolio construction thinking by debating contemporary and emerging portfolio construction strategies, for you to consider applying in practice to build better quality portfolios.

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.

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

Rich Pickings explores the investment beliefs and philosophies of prominent professional investors. In this episode, I'm in conversation with London-based, absolute return fixed income investor, James McAlevey, BNP Paribas Asset Management...