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Building portfolios to suit individual investors’ needs, goals, and attitudes has never been so difficult. If your role includes designing, building and managing investment portfolios, you’re a member of an investment committee (or you have a professional responsibility to understand how leading portfolio construction practitioners do this), PortfolioConstruction Forum is for you.

PortfolioConstruction Forum is Australia's leading professional development service for portfolio construction practitioners, enabling better quality portfolio construction knowledge and skills. It presents contemporary and emerging portfolio construction information and tools, delivered through six exceptional interactive interactive professional development programs, supported by a web-based resources centre.

It is focused on the three pillars for building better quality investor portfolios:
- Markets: understanding the key drivers and outlook for the markets;
- Strategies: developing strategies to generate superior returns while managing risk;
- Investing: identifying superior investment products and their place in portfolios.

Six exceptional interactive professional development programs...

 

 

Markets

Strategies

Investing

PortfolioConstruction Conference
facilitating debate on the markets, strategies & investing

PortfolioConstruction Markets Summit
facilitating debate on the outlook for markets

   

BRIC+ Study Tours
exclusive insights into global emerging markets

   

farrelly's Investment Strategy Handbook
a proactive approach to asset allocation strategies

 

 

Managers in Focus
exclusive insights into solutions for investing

   

PortfolioConstruction Academy
advancing knowledge of contemporary portfolio construction

... and a web-based resources centre...

PortfolioConstruction.com.au
featuring presentations, podcasts, videos, papers, and comments

Who is it for?

PortfolioConstruction Forum is primarily for portfolio construction practitioners:
– principals, researchers/analysts, investment committee members, investment
   advisers, and paraplanners within financial advisory firms and family offices;
- researchers/analysts with investment research houses, asset consultants, and
   platforms;
- analysts/portfolio managers with manage-the-manager fund managers; and, super
   fund executives and trustees.

Who's involved?

PortfolioConstruction Forum partners with some of the industry’s best portfolio construction minds, selected by us based on our many years’ involvement in investment advice and funds research. Portfolio Construction Forum is entirely independent – both editorially and in equity/debt terms – of any investment product or service provider.

PortfolioConstruction Forum is published by independent boutique investment publishing house, brillient! (www.brillient.com.au).  brillient!’s specialist in-house editorial and analyst team is highly experienced in the investment publishing arena. 
 

 

 

 
 
 
 
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