I've been thinking about... modern portfolio construction

2011 PortfolioConstruction Forum Conference |  24 August 2011

Portfolio construction practitioners have traditionally split into two camps - passive indexers, or active investors aiming to either pick winning companies or fund managers who can identify such companies.

In this keynote Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Michael Kitces looks new trends underway in portfolio construction including the emerging shift towards more tactical approaches, and provides a new and robust framework to understand the opportunities for value creation in portfolios.

Part 1: Presentation - Michael E. Kitces, Director of Research, Pinnacle Advisory Group (Washington DC)

Download Michael's slides >

Part 2: Discussion and Q&A

Featuring

Michael Kitces, Director of Research, Pinnacle Advisory Group (Washington DC)

David Wright, Partner, Zenith investment Partners, (Sydney)  

Dominic McCormick, CIO, Select Asset Management (Sydney)  

Tim Farrelly, Principal, farrelly’s (Sydney)

PortfolioConstruction Forum Conference facilitates debate on the three pillars of portfolio construction – markets, strategies and investing. Since 2002, it has gained a reputation as THE investment conference of the year. It is a jam-packed, marathon three-day, 25-hour program featuring 40 intensive, objective, interactive sessions and more than 35 carefully selected local and international portfolio construction experts. Held in August each year, it will challenge and refresh your portfolio construction thinking, giving you tangible and meaningful takeouts to apply in practice to build better quality investor portfolios.