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Following is a list of Asset Allocation articles published on PortfolioConstruction Forum throughout 2007...

The 2007 PortfolioConstruction Conference program again challenged delegates' thinking about how they design and build investor portfolios - and it would have been hard to pick a better time to bring together 500 of Australia's leading portfolio construction professionals... Full Story >

In an industry awash with conferences, the PortfolioConstruction Conference has earned a reputation as THE investment conference of the year for those who design and build investor portfolios... Full Story >

Credit failure season is upon us. Most recently, subprime mortgages, Bridgecorp and Basis Capital have been the stars of the show. Before them, it was Westpoint. Like cockroaches, you can be sure that for every one that rears it's head, there are dozens more lurking just out of sight. The critical issue is not whether advisers avoid credit failure, but how they manage it... Full Story >

It would have been hard to pick a better time to bring together 500 of Australia's leading portfolio construction professionals. Conference came hard on the heels of the 30 June deadline for post-tax super contributions of up to $1 million and then, during conference week, the US subprime meltdown shaved 6% off global equities... Full Story >

Our visiting fellow, Bob Veres, summarises the most important things he's taken from the two-day PortfolioConstruction Conference 2007 program, and the follow up he'd be doing if he was a Practitioner delegate... Full Story >

If you invest even a small proportion of your portfolios in non-Investment Grade fixed income securities, you will from time to time experience a default – it’s an issue of when (and how much), rather than if. This session shows you a simple method to better manage credit risk in your portfolios... Full Story >

Our panel of investment specialists presents and debates their long-term forecasts for equity markets, listed property and hedge funds... Full Story >

Our visiting fellow, Bob Veres, summarises the most important things he's taken from the two-day PortfolioConstruction Conference 2007 program, and the follow up he'd be doing if he was a Practitioner delegate... Full Story >

Each year we kick off Conference with an international keynote speaker overviewing the emerging trends they're seeing in the portfolio construction arena. This year, our keynote hailed from the US, and focused on rends in the asset allocation arena... Full Story >

The meltdown of Basis Capital has highlighted the need for much greater clarity of communication from research houses – particularly when it comes to describing product risk. With the benefit of hindsight, it is fun to look back and see what the research houses were saying about the risk of the Basis Capital Yield fund before the event. We see nothing on the two pieces of information that really matter... Full Story >

farrelly's is often asked to write papers and articles. If non-subscribers have the benefit of these, farrelly's subscribers should too - below are links to each. In addition, you can access pivotal academic papers are sourced in the Investment Strategy Handbook Guide and provide much of the theoretical foundation to the farrelly's approach... Full Story >

farrelly's is often asked to write papers and articles. If non-subscribers have the benefit of these, farrelly's subscribers should too - below are links to each. In addition, you can access pivotal academic papers are sourced in the Investment Strategy Handbook Guide and provide much of the theoretical foundation to the farrelly's approach... Full Story >

Many planners still use long term historical returns to estimate future market returns on the basis that, if the historical period is long enough, everything smoothes out. This is pure bunk. In order to demonstrate this as conclusively as possible, we illustrate the impact of using 20 year historical returns as forecasts for the subsequent decade across six major equity markets over the past 107 years... Full Story >

Near the end of each decade, a bubble seems to emerge in financial markets... Full Story >