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.
Financial services behind Lifeline
(Pictured: John Brogden)
The charity Lifeline is holding its 45th anniversary fund-raising dinner for the Sydney North Shore branch at Luna Park on August 31, with many financial services types booked to attend, including the Financial Services Council CEO, John Brogden, alongside NSW Premier Barry O’Farrell.
Lifeline, which helps prevent suicide for people in crisis, is one of a group of organizations which the investment management industry supports due to the increasing awareness of the impact of mental illness and suicide on society.
Entertainment for the night includes singers Deni Hines, Alex Gibson from The Voice, and cover band Wet Zelko. Master of Ceremonies is Paul Murray from Radio 2UE and Sky News.
Tickets are $150 each or $1,500 for a table of 10, available on: www.trybooking.com/48873
Information: Emma Bagley at [email protected].
