This Guide aims to assist practitioners develop their own investment policy framework by providing a helpful checklist of issues to consider, and publicly available examples from institutions in Australia and globally.
Masterclass NZ is a post-graduate extension program focused on contemporary issues that are fundamental to building better quality portfolios. The one-day program is comprised of five research-based, active learning sessions:
Literature from a variety of disciplines help highlight the qualities behind truly creative, contrarian thinking - qualities which can be applied to modern portfolio management.
This workshop will help you develop a clear, communicable, logical and understandable investment philosophy, deciding what's important and what's not.
Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?
In 2002, we embarked on a quest to identify the secular forces which would substantially influence markets over the coming decade. We proposed five megatrends - which still drive portfolio construction today.