54 results found

The first of these two papers provides a comprehensive review of the several thousand papers written on ESG investing and investment performance, while the second looks at downside risk reduction.

Ron Bird | 2.00 CE

With ever greater participation in superannuation, the accumulated sum held those entering retirement is often significant. But do older people have the cognitive ability and financial acumen to invest effectively?

Ron Bird | 2.00 CE

These two papers relate to some interesting quirks of the finance industry. The first finds that the accuracy of currency forecasts is worse than could be achieved from random predictions. The second gives a different slant of the large increase in the size of the financial sector.

Ron Bird | 2.00 CE

Emotions generated in the media by way of the words used in turn influence investors decisions, providing the foundation for a highly profitable investment process.

Global financial markets have been reacting to the Covid-19 pandemic since early 2020, providing a unique opportunity for researchers to examine the impact of a global pandemic on uncertainty, investor reactions, and stock prices.

Ron Bird | 4 comments | 1.50 CE

High allocations to alternatives are often justified on the basis of return and diversification advantages. Two recent papers show that with private equity and hedge fund, it's the managers who are the real winners.

Ron Bird | 1.00 CE

Many research papers address the investment performance of sustainable investing - few have investigated whether this form of investing actually achieves the intended good. Two papers address that gap.

Ron Bird | 1.00 CE

Target date funds first became popular as a MySuper option. Leaving aside whether target date funds are a good idea in the first place, what these two papers highlight is a lack of thought in their design.

Ron Bird | 1.00 CE

Value investing proved to be successful strategy for nearly a century, before experiencing one of its worst performance periods in the last few years. These two papers examine whether implementation or low interest rates are the culprit.

Ron Bird | 1.00 CE

While the retirement income system is designed to accommodate all individuals, the real test is its adequacy for the poor. These two papers address this issue for both Australia and the US.

Ron Bird | 1.00 CE

Behavioural finance supplements traditional financial and investment theory. Findings in the field of behavioural finance may help advisers, consultants and clients better manage their thoughts, feelings, and actions when investing.

Ron Bird | 2.75 CE

This lecture instructs IMAC candidates on the fundamentals of the portfolio review process.

This lecture instructs IMAC candidates on the fundamentals of investment philosophies and styles.

This lecture instructs IMAC candidates on practical issues in setting a strategic asset allocation for a portfolio.

This lecture instructs IMAC candidates on principles of international investing.

This lecture instructs IMAC candidates on the principles of equity securities and analysis.

This lecture instructs IMAC candidates on the history of global capital markets and the key principals of capital market valuation.

This lecture instructs IMAC candidates on the principals and applications of behavioural finance theory.

This lecture instructs IMAC candidates on the theory and application of the Efficient Market Hypothesis.

Despite difficult times in recent years, momentum has been the factor that has generated the highest returns over the past 50 years. Three new papers on the topic take us into largely new territory and improve our understanding on how markets operate.

Ron Bird | 1.00 CE