Following is a list of Portfolios articles published on PortfolioConstruction Forum throughout 2007...
PortfolioPicks provides a comprehensive introduction to a 'pick-of-the-bunch' investment, as identified by a leading research house, for you to consider for your approved products list. This PortfolioPick features the T.Rowe Price Global Equity Fund, which aims to generate alpha in a high conviction global equity portfolio, and is rated A by van Eyk^... Full Story >
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 >
PortfolioPicks provides a comprehensive introduction to a 'pick-of-the-bunch' investment, as identified by a leading research house, for you to consider for your approved products list. This PortfolioPick features the Fidelity Australian Equities Fund, which aims to outperform the S&P/ASX200 Index by greater than 2% pa on a rolling three-year basis, and is rated A by van Eyk^... Full Story >
PortfolioPicks provides a comprehensive introduction to a 'pick-of-the-bunch' investment, as identified by a leading research house, for you to consider for your approved products list. This PortfolioPick features the Fidelity Australian Equities Fund, which aims to outperform the S&P/ASX200 Index by greater than 2% pa on a rolling three-year basis, and is rated A by van Eyk^... 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 >
Elizabeth presents her insights into the changing face of retirement globally along with new research capturing Australian advisers' experience with their Baby Boomer clients... 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 its 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 >
The fact that fund managers are fallible shouldn't come as a surprise they're human. New and better models of researching invesmtent skill are emerging all the time... 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 >
Andrew identifies ways we should be framing our thinking about longevity and portfolio construction, and some of the possible solutions... Full Story >
David discusses his ground-breaking research into Australian's mortality, and the common misconceptions that are undermining the integrity of their portfolios... 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 >
This session examines new and interesting ways of sourcing multi-alpha from traditional assets... Full Story >
This session examines the key assessments to consider when developing an asset allocation to unlisted property... Full Story >
This session explores the key characteristics of capital protected products to highlight the place these types of products have in most investors' portfolios.... Full Story >
This session explores a recent study undertaken by State Street Global Advisers looking at the value added by specialist managers operating in the Australian institutional market across the Australian equities, international equities and listed property trusts sectors... Full Story >
For the last few years, boutique fund managers have been all the rage. However, it's rare to meet a boutique manager which is starting out by offering a global fund managed from Australia... Full Story >
For the last few years, boutique fund managers have been all the rage. However, it's rare to meet a boutique manager which is starting out by offering a global fund managed from Australia... Full Story >
The traditional view is that it is impossible to consistently generate alpha through active currency management. We talk with Bruno Crastes, CIO of Credit Agricole, one of the world's largest fixed interest houses about how it does, in fact, consistently do just that... Full Story >
