The ongoing development of knowledge, skill and expertise resulting from a commitment to post-graduate continuous learning. It is the antithesis of “CPD points” for compliance sake.
Dates for our upcoming continuing education programs and certificate courses
Debating the drivers of & outlook for the markets | Live in-studio, Live site, Livestream, On-demand
Debating portfolio construction strategies | Live in-studio, Live site, Livestream, On-demand
Debating behavioural finance & investor psychology | Live in-studio, Live site, Livestream, On-demand
Building investment committee knowledge & skills | Livestream, On-demand
Challenging beliefs to inform better quality portfolios | Livestream, On-demand
Exploring investment beliefs and philosophies | On-demand
Advancing investment management analyst expertise | Livestream, On-demand
Latest food for thought from the Forum | E-newsletter
Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand
Earning accredited hours to meet your CIMA renewal requirement | On-demand
Store, view, print, and export your multi-designation CE/CPD record
Applying a dynamic, forward-looking approach to asset allocation | On-demand
Benchmarking your investing biases, beliefs & behaviours | On-demand
The professional community for Certified Investment Management Analysts in Australia and NZ
The behavioural finance & investor psychology SIG for Forum members
The evaluation of a learning activity by specialist, independent subject matter experts, to confirm it meets the CE/CPD standards set by governing bodies and to verify a person completed the activity.
Submit content for independent CE accreditation
The formal process of recognising an individual’s successful demonstration of superior knowledge and competence across a validated best-practice body of knowledge and curriculum.
The peak international, technical portfolio construction certification program
Active fund groups with the right combination of culture, technology and philosophy enable investors to protect and grow their capital in a complex world.
Even the most skillful active managers will sometimes underperform. And, in some market environments, most active managers can be expected to underperform.
Share repurchases have recently been receiving a lot of press, much of it critical. We see dividends and share repurchases as equal ways of returning excess free cash flow to business owners.
If "The Power of Zero" were a movie, we've just watched the end. The great rotation out of bonds has begun and the beneficiaries will be cash, property, and equities.
Are the policy proposals of Prime Minister Abe a signal to re-orient portfolios to Japan?
The spotlight turned to global equities - key scenarios, risks and opportunities for the coming three years - and the portfolio construction implications.
Every policy maker in the world is joining in the chorus of "Start Me Up." Woe to the investor who doesn't listen.
Despite a sluggish US economy, drift toward recession in Europe, and China slowdown, global monetary policy means equities will continue to outshine bonds.
How ironic that the former safe havens of bonds and income-oriented equities now stand accused of being 'crowded trades' - the new bubbles...
The 2012-2014 outlook for the global emerging market equity markets, risks and opportunities, and the portfolio construction implications...