The March 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

Portfolio Construction Forum

The March 2023 farrelly's Dynamic Asset Allocation update is now available on the farrelly's subscriber area on Portfolio Construction Forum.

Portfolio Construction Forum

DDO fundamentally changes how financial products are distributed to retail consumers, requiring issuers and distributors to have a consumer-centric approach to the design and distribution of products.

Portfolio Construction Forum | 2.00 CE

Finology - behavioural FINance and investor psychOLOGY - knowledge and skills substantially enhance practitioners' ability to communicate with clients and manage portfolios more effectively. This Backgrounder seeks to foster a greater understanding of and interest in finology.

Portfolio Construction Forum | 3 comments | 2.25 CE

The relationship between organisational culture and relative performance has significant implications for active asset managers, given their dependence on effective collaboration and decision making.

Portfolio Construction Forum

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.

Portfolio Construction Forum