Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
Funds that want to take the total portfolio approach first need to get the total portfolio view. To do that they not only need data – and lots of it – but a rock-solid understanding of exactly how they’re going to use it.
Upcoming webinars and virtual round tables
As working from home has become the new normal for most people, there are still many opportunities for advisers and investors to cut through the noise and hear insights from some of the best investment managers and research teams from a range of webinars and virtual roundtables being hosted online every day.
Mirae Asset – Investing in Asia’s Consumption Growth Story
Joohee An senior portfolio manager and Sol Ahn co-portfolio manager will share their candid views on Asia and sharing on-the-ground insights on Asian markets and the advantages that can be gained from having a high conviction strategy focused on companies directly benefitting from Asia’s most powerful theme.
When: Tuesday, 16th June
Time: 12.30pm AEST
VanEck – The Chinese Equity Market Paradox
China’s economy more than doubled in size ending 2019 with a total GDP of USD 14.2 trillion. Hosted by Carlos Diez chief executive of MarketGrader and John Caulfield director of intermediaries and institutions at VanEck, this webinar will explore how investors can successfully harness the opportunities of one of the world’s principal growth engines.
When: Wednesday, 24th June
Time: 11:00am AEST
BetaShares – Home-grown growth opportunities in Australian tech
The webinar will be presented by Max Cunningham, ASX executive general manager of issuer services and investment products and Alistair Mills BetaShares associate director – portfolio analytics and adviser business. They will discuss the BetaShares S&P/ASX Australian Technology ETF (ASX: ATEC), the first Australian ETF focused on providing access to Australia’s fast-growing technology sector.
When: Tuesday, 23rd June 2020
Time: 11:00am AEST
ETF Securities – Invest in the essential: healthcare and biotechnology
This webinar will explore the global healthcare sector and biotechnology industry, the impact of COVID-19, long term growth and innovation and how to use it in a portfolio.
When: Thursday, 2nd July
Time: 5:00pm AEST
InnerCircles Virtual Roundtables
InnerCircles are independently moderated, thought-leading conversations about current and pressing opportunities and investment issues on the horizon. InnerCircles are free to attend and have been developed to allow participants to gain insights, provide input, interact with industry professionals and accelerate understanding. They have a unique format with 5-6 thought leaders, one expert, an IN-house moderator, 3 IN-house topics and 5 attendee questions.
Franklin Templeton – Opportunities in uncertain times: Finding the next best idea
Join portfolio manager Donald Huber and portfolio manager/analyst Francyne Mu from the Franklin Equity team as they identify sustainable growth opportunities in unlikely places
When:
Tuesday, 23rd June
Tuesday, 7th July
Tuesday, 14 July
Federation Asset Management Series
Cameron Brownjohn chief executive of Federation is hosting a series of InnerCircles discussing a range of topics including social housing as an investment, renewables, private equity and managing capital.
Today’s Opportunity Set in Private Equity
When: Wednesday, 17th June
How an Investment Bank Manages its Own Capital
When: Wednesday, 24th June
