Portfolio Construction Forum Strategies Conference

debating portfolio construction strategies


Portfolio Construction Forum Strategies Conference has gained a reputation as THE portfolio construction strategies conference of the year. Curated and updated around a new theme each August, the jam-packed, live and webcast program features 35+ intensive, objective, interactive sessions and 50+ carefully selected international and local portfolio construction experts debating their best ideas on contemporary and emerging portfolio construction strategies. 

Strategies Conference will challenge and refresh your portfolio construction thinking, giving you meaningful takeouts to apply in practice, to build better quality investor portfolios.

Mark your diary! Strategies Conference 2019 (21-22 Aug 2019).  Meanwhile, attend Strategies Conference 2018!

Graham Rich, Managing Partner & Dean

Who is it suited to?        Why is it different?        Program overview        Past programs                       Send me more info

Who is it suited to?

Strategies Conference is for portfolio construction Practitioners first and foremost. By that, we mean those who design, build and/or manage investment portfolios (or who must understand how others do so).

The 700+ attendees at the live program are akin to a studio audience. The sessions - presentations, videos, podcasts, and papers – are webcast on portfolioconstructionforum.edu.au afterwards for all Forum members to attend online and earn CE hours.

To retain the focus on Practitioners, we tightly manage to a 4:1 ratio of Practitioners to Non-Practitioners at the live program.

Why is it different?

Portfolio Construction Forum Strategies Conference has earned its reputation as THE portfolio construction strategies conference of the year due to five key differentiators:

  • Focused - singularly focused on debating portfolio construction strategies to meet defined objectives;

  • Specialist - for practitioners first and foremost, with a cohesive theme and a firm emphasis on substance, not sizzle;

  • Independent - the independently curated and moderated, intensive, jam-packed program featuring a faculty of international and local subject matter experts;

  • Effective - a good decision-making framework giving a solid base for the year ahead;

  • Efficient - attend live and/or via webcast, and great value for money, with strong CE accreditation (15 CE/CPD hours).

Program overview

Strategies Conference is an integrated learning program, focused on a contemporary theme, with preparation, participation and review.


To maximise your learning, you are provided with pre-reading aimed at boosting your knowledge and getting you thinking about the issues to be addressed in the program. The pre-reading is assumed prior knowledge for all attendees.


The two-day program is curated by our specialist, experienced and independent team, and features:

  1. Critical Issues Forum program - the 12-hour plenary style program has an emphasis on one of our five knowledge domains - Strategies (developing robust strategies to meet defined objectives) - and features leading investment thinkers from around the world, presenting their best ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme.

  2. Special Interests Forum program - the 8-hour elective program features more international and local investment experts presenting their best ideas on contemporary and emerging portfolio construction strategies, in the context of the program theme. Attendees at the live program attend four SIF sessions. And afterwards, they along with the rest of our Forum members can attend all of the SIF sessions online and earn further CE hours.

Strategies Conference is not just a talk-fest. Attendees are challenged to record their thoughts, key takeouts and implementation implications, to put what they've heard into practice when building investor portfolios.


After the live program, all Forum members (including those who attended the live program) access an extensive online webcast of the program – an invaluable set of continuing education material including the all the presentations, videos, podcasts, and papers. The webcast allows all Forum members to attend any aspect of the program, access support materials, and review the key takeouts and portfolio construction implications to determine actions to take to build better quality investor portfolios.

Recent past programs

Strategies Conference 2018 - Future-proof portfolios?

Investment portfolio construction is, by definition, an exercise in long-term thinking. By creating strategies that blend asset classes to achieve future returns, practitioners seek to meet the distant future financial needs of individuals.

Yet the process is fraught with difficulty due to the inherently uncertain nature of financial markets, powerful secular and structural developments, and clients’ desires to be both certain of meeting their investment goals while avoiding any sting on the downside during the journey. Given these uncertainties and competing priorities, are future-proof portfolios achievable?

Attend Strategies Conference 2018 online

Strategies Conference 2017 - It all adds up

An exceptional tapestry is far more than just the sum of its individual threads, and a masterpiece painting is far more than just the sum of its brush strokes. So too is an investment portfolio far more than just the sum of the many individual investment decisions and strategies that must be made and woven together, based on investment beliefs. And, unlike the past 35 years when equity and bond prices were boosted by declining inflation and interest rates, and rising corporate profitability, in today’s lower return, increased risk environment, practitioners must take even greater care that every investment decision contributes positively to a portfolio meeting its objectives. Every little bit counts.

Resources Kit

Conference 2016 - The long and short of it

Investing is supposed to be about the incremental replacement of human capital with financial capital over the long term - that's the theory. But today's environment and our behavioural biases conspire against such a pure case. In short - short-termism seems rife! We see the effect in the ever increasing emphasis on fees and reporting of short-term returns for markets, securities, funds and portfolios. Is the concept of long-term investing increasingly irrelevant?

Resources Kit

Conference 2015 - Crossroads:  Dilemmas | Decisions

Portfolio construction is approaching a crossroads – and critical questions must be answered. Complicating things further, what were only emerging megatrends early last decade have now become entrenched, causing massive structural change and further portfolio construction dilemmas. Critical decisions must now be made.

Resources Kit

Conference 2014 - Reconnecting the three Rs - Risk & Return (& Relating)

The last decade has seen a distinct disconnect between investment risk and return, versus what we're taught should be the case. How can we reconnect risk and return in portfolios? If that's not difficult enough, how do we best communicate these complex concepts to investors, in a way they can understand?

Resources Kit

Conference 2013 - Lifecycle Investing

Better quality portfolio construction must take a whole of life focus, considering accumulation and decumulation - and their profoundly complex mix of risks - as equally important phases of one continuous process.

How do we better construct portfolios for the whole of an investor's life?

Resources Kit

Conference 2012 - tHiNkInG oUtSiDe ThE bOx

For the first time in generations, we're in a new investment regime. Markets are likely to produce modest real returns with significant volatility for the next decade or more. Different (and difficult) times call for different approaches to portfolio construction.

How do we build better quality investor portfolios in this new regime?

Resources Kit


Conference 2011 - Thinking about the woods AND the trees

For a long time, practitioners could devote themselves to company financials and valuations, with 'set and forget' asset allocation models. But then along came the biggest macro economic shock in more than a generation - suddenly, macro mattered.

What are the key macro AND micro issues - and what they mean for investor portfolios?

Resources Kit


Conference 2010 - Building shock resistant portfolios

With sovereign uncertainty and global systemic risk at unprecedented levels and likely to remain so for much of the decade, markets are likely to be volatile for years, lurching from one shock to the next, with rallies between.

So how do we build shock resistant portfolios?

Resources Kit

Conference 2009 - Investing in the new reality

The 2009 Conference was the first post Global Financial Crisis. It was a very different investment environment compared to a year prior - some things had changed forever; others only temporarily. Some things had not changed at all.

But which was which? What WAS the new reality? And what did it mean for portfolios?

Resources Kit


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