100 results found

Financial decisions are among the most important life-shaping decisions we make. Two recent research papers provide further evidence as to how practitioners can help improve clients' financial decisions.

Ron Bird | 1.00 CE

This lecture explores the concept of ethics, contemporary issues in financial services as they relate to ethics, and the relevancy and application of ethics in our everyday lives.

Clare Payne | 1 comment | 2.50 CE

Sharpe proposed that active investing must be a losing pursuit in aggregate. This paper takes a critical look at that proposition, and whether it is worthwhile considering using active fund managers.

Geoff Warren | 1.00 CE

Are markets efficient? Recent research suggests not, finding media impacts information dissemination, and mispricing explains the value premium.

Ron Bird | 1.00 CE

Financial regulators have been reluctant to dish out jail terms. A new research paper finds that prison terms can be a cost-effective governance mechanism. A second paper gauges the impact of self-control on investment behaviour.

Ron Bird | 2 comments | 1.00 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

To succeed within the ever-shifting context in which investment decisions are made, investors should adopt a multi-lens approach. Context matters, and siloed thinking can be detrimental.

Value investing has proven successful over time but it requires discipline and a long-run horizon - and disagreement remains over whether the value premium will persist. What's your philosophy?

What strategy should a rational investor, completely free of constraints, take to preserve wealth while making modest long-term gains? To do so will not be easy over the next two decades.

Woody Brock | 1 comment | 1.00 CE

Two recent research papers explore the impact of investors' increasing appetite for environmentally responsible investments.

Ron Bird | 1.00 CE

Research finds that SRI funds perform as well as conventional funds, ESG equity investing has outperformed in the US, and controversial stocks do best in crises.

Ron Bird | 1.00 CE

Climate change has moved faster than most thought possible. There will be exciting investment opportunities in companies focused on climate change mitigation and adaptation.

Jeremy Grantham | 1.00 CE

A recent paper looks at the impact of passive investing on market stability; a second describes shades of alpha for active and index investing. A third reviews luck and portfolio rebalancing outcomes.

Ron Bird | 1.00 CE

Most of us use funds in clients' portfolios. Three new research papers look at what differentiates fund managers, highlighting factors we probably never considered important.

Ron Bird | 1.00 CE

Two recent papers provide timely insights on the market impact of behaviour that is detrimental to corporate reputation, and the impact of ever-growing passive investing on behaviour within organisations.

Ron Bird | 1.00 CE

Practitioners need to know what words to use and lose - and be able to apply that knowledge - to improve their conversations with clients about fees, regulations and investment strategies.

Gary DeMoss | 1.50 CE

Individuals live as part of a broader system of interconnected networks and relationships. There are advantages - for you and for them - in thinking about the client as part of a family dynamic.

Joanne Earl | 1.00 CE

Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

Michael Kitces | 1.50 CE

Behavioral diagnostics represent the cutting edge in understanding clients, detecting what clients reveal about themselves through their decisions.

Pat Spenner | 1.00 CE