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Following is a list of Strategies articles published on PortfolioConstruction Forum throughout 2009...

Asset allocation is a key driver of quality portfolio construction, and quality results for investors. farrelly's Investment Strategy - the first independent, specialist asset allocation research service for investment advisers - is available exclusively through PortfolioConstruction Forum... Full Story >

The business, economic and investment landscape of the 21st century will be defined by the Big Rapidly Industrialising Countries, in particular Brazil, Rusia, India and China. Delegates left this Emerging Markets Masterclass with a deeper understanding of the global emerging markets and their growing role in investment portfolios - as well as hearing from the BRIC Ambassadors to Australia on their first joint appearance... Full Story >

Having experienced some of the most difficult market conditions in 50 years over the past 12 months, it was an ideal time to review our asset allocation strategies and how we go about investing for clients. This Masterclass focused on the latest ideas from academia and leading edge practitioners, the lessons we should take away from the GFC experience, and how we should go about formulating our investment strategy going forward? Delegates left this Masterclass with a thorough understanding of some new approaches to asset allocation, how markets should perform in this new environment, and the key things to monitor along the way... Full Story >

The 6-hour Due Diligence Forum is one of two key components of the annual PortfolioConstruction Conference. The 2009 Due Diligence Forum program featured 24 international and local investment experts presenting presenting pre-approved research papers. This Resources Kit contains those papers, along with presentation slides, podcasts and questions/comments... Full Story >

The 12-hour Critical Issues Forum is one of two key components of the annual PortfolioConstruction Conference. It is a totally independent, interactive program with a strong focus on implementation. This Resources Kit provides the videos, podcasts and presentation slides from the 2009 program, featuring 10 intensive, interactive sessions and 20 selected international and local portfolio experts... Full Story >

The 2009 Conference was the first post Global Financial Crisis, and hence the theme was "investing in the new reality". 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 construction investor portfolios? This resources kit features videos, podcasts, papers and presentations from the three-day program featuring 33 quality sessions featuring 36 carefully selected local and international portfolio experts... Full Story >

This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring Tim Farrelly and our six Due Diligence Forum Researchers - ensured delegates determined their key take outs from Conference, and actions to take as a result when building investor portfolios... Full Story >

This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring Greg Cooper of Schroders and James Purvis of Active Portfolios - explored a variety of practical and useful portfolio risk management tools that Practitioners can apply when building investor portfolios... Full Story >

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 show how, now that Australian investors are able to gain exposures to a wide range of broad indices using ETFs, they could use ETFs either strategically or tactically to build more efficient international equity portfolios... Full Story >

This Critical Issues Forum from PortfolioConstruction Conference 2009 - featuring London-based the Hon. Dr Pippa Malmgren - argued that the post Global Financial Crisis reality requires that we approach asset allocation with a clean sheet of paper... Full Story >

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 shows how and when strategic tilting can be used to temporarily adjust or tilt a portfolio’s risk exposure from its long-term default strategic asset allocation... Full Story >

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 argue that investors should not let the level of portfolio risk automatically determine portfolio allocations, as is the case with Strategic Asset Allocation, but rather that portfolio allocations should have regard for the risk and liquidity requirements of the investor... Full Story >

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 highlight some flaws in the conventional approach to asset allocation and explain why a more flexible approach is appropriate for many investors, particularly in the challenging investment environment expected to continue in coming years... Full Story >

The PortfolioConstruction Conference 2009 program is a 20+ hour, two-day marathon of 33 quality sessions featuring 36 carefully selected local and international portfolio experts, and is again just $695+GST for Practitioners ($595+GST for those who attended in 2007 and/or 2008). Plus, we've two separately bookable one-day PortfolioConstruction Masterclasses the day prior to Conference - one on Global Emerging Markets and one on Asset Allocation... Full Story >

Despite an appalling 2008, the hedge fund industry spin continues, with managers comparing hedge fund returns to equity market performance. But what if we make a sensible comparison – against diversified funds? With the tide now out, the myths are laid bare... 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 >