Forum Future

Forum Future | Friday 16 December 2022

After two years of Covid drama, we all started 2022 expecting a return to something more “normal”. But getting back to “normal” has taken far longer than expected - a year of what I describe as a kind of “post-Covid convalescence” - and has reinforced that VUCA (volatility, uncertainty, complexity, ambiguity) IS the new “normal”. I’m sure we’re all looking forward to an end-of-year break, and a fresh start in 2023.

This Forum Future email aims to help you plan ahead by providing a high level summary of what’s on the Forum 2023 calendar for your participation in 2023. In partnership with an outstanding faculty of academics, consultants, practitioners and professional investors, we’ll continue to offer you the opportunity to participate in exceptional, specialist, independent investment continuing education, accreditation and certification services that help practitioners build better quality multi-asset, multi-manager investment portfolios.

ATTEND our live programs during 2023…
Join us in person at our live studio in Sydney, at one of the live sites around Australia/NZ, or at your desk via the live stream.

• Markets Summit 2023 “Every VUCA cloud has a silver lining”
  A once-in-a-career regime shift is underway and poses many challenges for portfolio construction practitioners. The high VUCA (volatility, uncertainty, complexity, ambiguity) market environment continues! Yet, opportunities abound for those able to identify the powerful forces reshaping the outlook for markets, and to reorientate their portfolios accordingly. Every VUCA cloud has a silver lining!
  Wed 23 Feb 2023 | 7+ CE | Register now!
• Finology Summit 2023 “Debating biases, beliefs and behaviours in portfolios”
  Wed 03 May 2023 | 7+ CE | Mark Your Diary
• Strategies Conference 2023 “Debating portfolio construction strategies”
  Wed-Thu 23-24 Aug 2023 | 14+ CE | Mark Your Diary

WATCH, LISTEN, READ, ENROL or SUBSCRIBE to our on-demand programs during 2023…
Available 24/7 so you can learn at whatever time suits you, our unique on-demand Perspectives, Courses and Subscriptions services include:

• Investment Management Analyst Certificate course - our prep education course for the global Certified Investment Management Analyst (CIMA) certification, the peak, international technical portfolio construction certification program for investment management analysts. Enrolment is now open for 2023!  More info
• Behavioural Finance – Investment Decision-Making short course - our new fully online, on-demand program, led by Herman Brodie, examining the systematic human preferences that shape investment decision-making success.  More info
• farrelly’s Investment Strategy service - applying a dynamic, forward-looking approach to asset allocation to help you create robust portfolios.  More info
• Delta Factors - a unique investment style analytics tool to help you understand the investment performance behaviour of managed funds.  More info
• Finology Benchmarking Indices - spend 20 minutes benchmarking your investing biases, beliefs and behaviours and earn 0.50 CE  More info

And, remember, you have complimentary access to the on-demand, multi-media Forum CE Library with over 750 CE/CPD hours so you can earn accredited hours to meet the CE/CPD requirements of 20 governing bodies (regulators, associations, institutes) - and store, view, print and/or export your CE learning record.

• You can add other CE to your Forum MyCE record - Upload other CE/CPD (i.e., non-Forum accredited) to your Forum MyCE record so MyCE becomes your “source of truth” learning record store of all your CE/CPD. Go to your Forum MyCE record and click on “Add other CE/CPD you have earned” (below the View, PDF and Excel buttons).
• You can tag learning activities to read/watch later - just click on the flag by the CE hours on an article snippet or page, then when you’re ready to complete the learning activity, go to your Forum MySaved record to access your saved list.

After 21 years, how we do what we do – the combination of our curriculum, curation and community – remains unique. What we do, and how we do it, continues to be driven by our passion to help practitioners build better quality investment portfolios. This, along with our commitment to excellence, means that in 2023, we’ll continue to bring you compelling and enjoyable continuing education, accreditation and certification services.

Thanks for being part of the Portfolio Construction Forum community. We are proud to have you as a member - and to be recognised as the preferred education partner of CIMA Society, the professional community for investment management analysts.

We look forward to you participating with us during 2023! Meanwhile, all the best for a safe, restful and happy holiday season.

G

 
Graham Rich
Managing Partner & Dean

+61 2 9247 0496 | +61 418 437 484 | LinkedIn
graham.rich@portfolioconstructionforum.edu.au

Portfolio Construction Forum
Specialist, independent, investment continuing education, accreditation & certification
portfolioconstructionforum.edu.au