12 results found

Portfolio construction practitioners have access to a broader array of investment research, strategies and tools than ever before. Yet the obstacles to meeting clients’ long-term financial goals are equally numerous, in an environment of record-high asset prices, massive fiscal and monetary stimulus, and heightened economic uncertainty. To assist individuals in achieving the ultimate goal of financial independence, practitioners must remain open-minded and continuously challenge their portfolio construction beliefs, techniques and tools.

A disciplined, scenarios-based approach to determining your views on the outlook for markets is a vital means to the end – building portfolios capable of achieving client goals out into the future. Three economists describe and debate three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years. These are then inputs to the Asset Allocation Roundtable later in the day.

Building quality investment portfolios is not simple, yet portfolios are simply a means to an end – achieving client goals. Practitioner education, however, focuses heavily on developing technical investment skills, often to the detriment of time learning the knowledge and skills that enable better engagement and understanding of the most important aspect of any portfolio – the client! Finology is the unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to understanding the investor mindset and giving investment advice. It focuses on identifying our own and our clients’ investing biases, beliefs and behaviours and the investment implications, as a means to a better end for clients.

A disciplined, scenarios-based approach to determining your views on the outlook for markets and then the asset allocation implications is a vital means to the end – building portfolios capable of achieving client goals out into the future. This hypothetical Investment Committee meeting picks up from the Economists Roundtable earlier in the day. First, an Asset Class Expert Panel debates the three forward-looking economic and market scenarios presented by the Economists Roundtable. The Investment Committee (Strategies Conference 2021 delegates) then vote to determine which of the three scenarios is most likely. Finally, our asset allocation consultants explain the asset allocation implications of each scenario.

Our diverse panel debated which of the high-conviction propositions they heard at Markets Summit 2021 resonated most strongly, which they disagreed with most - and the portfolio construction implications.

Expert Panel | 0.75 CE

Several of our Faculty discuss their key takeouts from Finology Summit 2020, to help delegates think through how people's different investing biases, beliefs and behaviours impact investment outcomes.

Expert Panel | 0.75 CE

Our diverse panel of experts debates which of the high-conviction propositions they heard during Markets Summit 2020 resonated most strongly, and which they disagreed with most, and the portfolio construction implications.

Expert Panel | 1.00 CE

In the increasingly intense strategic and economic competition between Washington and Beijing, it's naive to think Australia can just sit on the sidelines.

Expert Panel | 0.75 CE

This hypothetical Investment Committee considers three relevant, forward-looking economic and market scenarios which have a reasonable probability of occurring during the next two to three years.

Expert Panel | 1.00 CE

The decade since the GFC has been a challenging period for value style equity investing. Not surprisingly, investors are questioning the value of value investing.

Expert Panel | 1.00 CE

This panel, which considered key takeouts from Finology Summit 2019, commenced with an overview of a 2018 global study on how well financial advisers know their clients.

Expert Panel | 0.50 CE

Hamish Douglass, Andrew Canobi, Brett Gillespie, Tim Farrelly, Charles Jamieson, Peter Kim, Stephen Miller, AJ Qualtieri, Randal Jenneke, and Thomas Vester convened to debate their Markets Summit 2019 key takeouts and the portfolio construction implications.

Expert Panel | 1.00 CE