There is a space in financial services that is often overshadowed by the noise of markets, products, and performance. It is the space where investing meets investors — the point where technical decisions collide with human consequences. This space is not defined by models or forecasts. It is defined by judgement, responsibility, and the way fiduciaries choose to show up for the people who rely on them. It is here, in this intersection, that the true work of a prudent adviser or consultant takes place.

CIMA Society membership gives you access to multiple sources of quality "approved" CIMA CE hours that are stored in your Forum MyCE and reported automatically to IWI on your behalf – and CIMA Society pays any applicable reporting fee.

This International Short Course challenges and deepens experienced practitioners’ thinking about how private market investments actually work, where return premia originate, how liquidity operates in practice, and how best to include private market investments within multi-asset, multi-manager portfolios.

The shift this week is subtle, but important. Markets are beginning to transition from a world where policy drives outcomes, to a world where physical constraints and geopolitical realities drive outcomes. The distinction matters.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Following US President Trump ordering a strategic Bitcoin reserve be established, private companies, investment banks, and scholars have begun urging major central banks to do the same. The idea is not quite as far-fetched as it may seem.

Historically a feature of the medical and legal professions, oaths have become increasingly popular in promoting ethical practice in other occupations. The effectiveness in the financial advice context is the focus of this research paper.

The disruption in the Strait of Hormuz has forced markets to confront how dependent the global economy remains on physical infrastructure - shipping lanes, energy flows, and industrial supply chains. Yet equity indices have remained relatively resilient, suggesting investors still assume the disruption will prove temporary.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Markets spent the week attempting to price a geopolitical shock whose macro consequences remain highly uncertain. The challenge is not predicting how the conflict evolves. It is recognising how shocks like this propagate through portfolios.

Fortunately, the Fed chair is not an absolute monarch. Warsh will have only one vote out of 12 on the FOMC. That is good news for markets, given how misguided some of his stated positions are.

Established in 2009, Portfolio Construction Forum Markets Summit is THE investment markets scene setter of the year. It will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead on a three- to five-year view, to aid your search for return and to help them build better quality investor portfolios.

Markets are not panicking. They are re-learning what uncertainty costs. The key signal is not that “something happened". It is that diversification is becoming more conditional. Those constructing portfolios need to be explicit about what they own, why they own it, and what they expect it to do when escalation risk becomes live.

Welcome to the Delta Dynamic Asset Allocation Australian subscriber only area...

Welcome to the Delta Dynamic Asset Allocation New Zealand subscriber only area...

The Delta Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

The Delta Dynamic Asset Allocation Handbook features editorial exploring investment strategy "hot topics", long-term forecasts for asset classes, a detailed review of the long-term forecasts for an individual asset class (rotating across asset classes each quarter) and three asset allocation models to assist with implementation...

Markets Summit 2026 (Wed 25 Feb) helped delegates understand the key drivers of and outlook for the markets and help you build better quality investor portfolios. AI has kickstarted a fourth industrial revolution that will fundamentally change the way we work and live once more. Simultaneously, US President Trump is weaponising national economic policy and the US-China race for supremacy in AI and control of rare earths is adding further fuel to their titanic geopolitical struggle, reshaping the global geopolitical, economic and trade order. In short, immense societal and economic upheaval is upending the outlook for investment markets. It's a whole new world (again)!

For decades, investors relied on a stable, predictable world. Today, that world is being mugged by reality. Portfolios must focus on places where the rule of law still matters and identify the strategic bottlenecks that now pick the winners and losers.

Powerful cyclical, secular and structural changes are reshaping the outlook for asset classes and opportunities abound for those able to reorientate investment portfolios accordingly. This session explores a diverse mix of perspectives on the outlook for on the outlook for global equities and liquid alternatives.