100 results found

farrelly's Dynamic Asset Allocation Handbook (Sep 2021) (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

1.00 CE

In the 1990s and 2000s, investors were largely able to ignore the macro picture. But macro forces have reawakened and matter more than ever for portfolios to succeed in meeting client goals in the years ahead.

All markets are embedded in a web of human relations, values and norms. We must rethink the relationship between market and civil society to return to a more secure and stable economic plane.

Raghuram Rajan | 1.00 CE

Activist short sellers have received increasing attention - and notoriety - in recent years. This paper adopts the lens of narrative economics to reveal useful insights into the dynamics of activist short selling.

Rob Hamshar | 1.50 CE

Many investment professionals are typically quite skilled at manipulation, so those researching their funds need to protect themselves against manipulation as they conduct their due diligence.

Herman Brodie | 1.00 CE

farrelly's Dynamic Asset Allocation Handbook (Jun 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

1.00 CE

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 | 2 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

Emotions are an important influence on financial decision-making and investing. These three papers explore how emotional regulation strategies influence decision-making under risk and uncertainty, and the link to financial success.

Rob Hamshar | 1.00 CE

Investors rely on both their competence and confidence to make investment decisions. The overconfidence effect is sometimes dubbed the "mother of all biases".

Rob Hamshar | 1.00 CE

These two papers provide useful insights into how investors' attitudes and behaviours evolve over time, and how our beliefs are distorted if we experience positive or negative prior returns.

Rob Hamshar | 1.00 CE

Even armed with objective probabilities to help decision-making, people often add their own subjective "weights". Two papers explain this "probability weighting" and how it affects investment decisions.

Rob Hamshar | 1.00 CE

The farrelly's Dynamic Asset Allocation Handbook (Mar 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Subscribers must complete a CE Quiz to receive CE/CPD accreditation.

This Research Roundtable focused on the Colchester Global Government Bonds strategy, with senior practitioners deciding, after briefings, Q&A and debate, their individual rating for the strategy and whether to include it on a hypothetical APL and/or multi-manager portfolios. Afterwards, the meeting is truncated and published for on-demand viewing by all members.

1.50 CE

Finology - behavioural FINance and investor psychOLOGY - knowledge and skills substantially enhance practitioners' ability to communicate with clients and manage portfolios more effectively. This Backgrounder seeks to foster a greater understanding of and interest in finology.

The farrelly's Dynamic Asset Allocation Handbook Australia (Dec 2020) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Subscribers must complete a CE Quiz to receive CE/CPD accreditation.

1.00 CE