PortfolioConstruction Forum Perspectives

research & opinion about markets, strategies and investing

 

Perspectives is a unique and exclusive selection of diverse, relevant and actionable investment perspectives from our core faculty and Learning Partners. It features exclusive interviews, research papers, white papers, opinion papers and special interest subscription services from local and international investment professionals and subject matter experts. It’s an easy to use, continuously updated and fully searchable library compiled by our team of in-house experts.

Perspectives will help you more efficiently and effectively stay on top of key issues and challenges in building quality investor portfolios.

Jump on in and compare your perspectives with those of our expert contributors - be sure to add your comments.

Graham Rich, Publisher

Who is it suited to?        Why is it different?        Components

Who is it suited to?

PortfolioConstruction Forum Perspectives is relevant to all wealth management professionals but in particular portfolio construction practitioners – by that, we mean individuals whose primary role is as a:
- principal, researcher, investment committee member, adviser or paraplanner from an advisory firm or family office;
- researcher or analyst with an investment research house, asset consulting firm, or platform;
- researcher, analyst or portfolio manager with a manage-the-manager fund manager; or,
- trustee, or researcher, analyst or portfolio manager with a manage-the-manager super fund.

Why is it different?

Perspectives has three key differentiators:

  • efficient – a wide range of quality, researched investment perspectives available in one easy-to-use library;

  • expert – independently selected and edited perspectives from international investment professionals and subject matter specialists

  • exclusive – exclusive to PortfolioConstruction Forum

Components

Perspectives features exclusive interviews, research papers, white papers, opinion papers and special interest subscription services from local and international investment professionals and subject matter experts including:

Perspectives Library complimentary to all Members

A rich archive of all the interviews, research papers, white papers and opinion papers written by our subject matter experts and published in Perspectives over the years.

Perspectives Library

Lifecycle Investing
complimentary to all Members

A special interest subset of the full Perspectives Library, focusing solely on research and opinion about lifecycle investing issues.

Lifecycle Investing

farrelly's Investment Strategy
by subscription

A proactive, forward-looking approach to asset allocation - a key driver of quality portfolio construction and quality results for investors - to help you create robust portfolios compatible with how investors really think and what they really want.

farrelly's

CheckRisk
by subscription

An unmatched approach to investment risk management, providing timely financial market risk analysis to help you better understand investment risk and the risk environment and enable reasoned, risk-adjusted investment decisions.

CheckRisk

 

 

 

farrelly's Investment Strategy >

Lifecycle Investing >