33 results found

Conference 2011 helped delegates better understand the key macro AND micro issues and what they mean for investor portfolios. This Resources Kit features videos, presentations, papers and podcasts for the 36 sessions featuring more than 40 investment experts...

The Conference Masterclass is an optional one-day, classroom/workshop-style program presented by selected subject matter experts. The emphasis is on an active-learning environment featuring small, high-quality peer group interaction where in-depth Socratic debate and active discussion is encouraged (indeed, expected!).

In this closing keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jonathan Pain looks at the where the Middle East is heading in the years to come, and the investment implications...

The 2011 Portfolio Construction Forum Conference helped delegates better understand the key macro AND micro issues and what they mean for investor portfolios, to help them successfully navigate through the woods AND the trees. In this final Critical Issues Forum session, selected PortfolioConstruction Forum Academy members, Longview's Chris Watling and Tim Farrelly, principal of farrelly's Investment Strategy, give their key takeouts from the two-day program...

In this first half of this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jim O'Neill - inventor of the BRIC concept and acronym - gave an exclusive update on his view of the BRIC economies and the emergence of other growth economies...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Amanda Gillespie, of fund research house Lonsec, provides a practical guide to integrating EM exposures in portfolios, including whether an active or passive approach is best, and what type of exposure is appropriate for different investors...

The debt side of portfolios used to be the easy part of portfolio construction, but not these days. In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Tim Farrelly outlines a systematic and practical process for constructing the debt side of portfolios and shows how considerable value can be added and demonstrated clearly to investors...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Dr Michael Hasenstab looks at how monetary policy and geopolitical events are impacting the challenges and opportunities facing global bond investors. Chris Watling then argues we're in a long-term, secular equities bear cycle, and what that means for equities investing...

Why China's leaders will struggle to maintain economic growth (the main source of Communist Party legitimacy) while managing the growing expectations of its population...

Harvard Business School's Dr Niall Ferguson of "The Ascent of Money" fame, discusses what he believes lies ahead - the key macro AND micro issues and what they mean for investor portfolios - to successfully navigate through the woods AND the trees...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Peter Elston looks at to the appropriate use of active share to measure how active an active fund manager REALLY is, before Scott Bennett re-visits the case for active management and the characteristics that can help discern skill from luck...

In this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Del Stafford highlights highlights the current and emerging applications of ETFs in portfolios. Scott Burns discusses the intricacies of ETFs as they move farther away from the ETFs that typify the Australian ETF landscape...

Dr Woody Brock, Alan Brown (Schroders), Gregor Andrade (AQR Capital), Hamish Douglass (Magellan), Chris Selth (Five Oceans) and Chris Watling (Longview), discuss the key macro and micro issues we cannot of afford to lose sight of when constructing portfolios...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, provides a definition of the alternatives category and a logical framework to appreciate the characteristics of these investments, and guidance as to appropriate weightings in a diversified portfolio...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that key attributes of infrastructure assets have led to its inclusion within portfolios and that while infrastructure can be considered separate asset class, there is a clear link to the economy...

How to define a concentrated fund and identify whether or not it is really active, whether volatility is bad - and why the focus of risk should be heavily weighted to idiosyncratic risk...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, analyses the various methods and strategies which can be used to deliver outperformance in any commercial property...

The world has changed – no longer can you generate big returns in small caps from simple bottom up stock picking. This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that small cap managers must address today’s macro issues to generate tomorrow’s growth...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, looks at a number of factors that must be considered when looking at offshore credit and fixed income investing...

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that consideration should be given to adding downside protection qualities to a portfolio via an investment in a hybrid of listed and unlisted infrastructure...