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 roundtables
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.
BetaShares – Navigating the virus crisis series
This session will be led by David Bassanese, BetaShares chief economist, and Blair Modica, BetaShares director – adviser business. They will discuss the economic implications of COVID-19, an update on global and domestic equity markets, strategies using ETFs to reduce portfolio risk and ETF options for investors looking for potential growth opportunities.
When: Thurs, 21 May 2020
Time: 10:00 am 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.
Invesco – Distressed Credit: A generational opportunity to make a difference
Paul Triggiani managing director and head of distressed credit at Invesco will discuss whether stressed debt markets are the next trillion-dollar opportunity.
When:
Thursday, 28 May
Tuesday, 2 June
Thursday, 4 June
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.
Opportunities in Social Housing for Investors
When: Wednesday, 27 May
Making Money in Renewables, 2020 and Beyond
When: Wednesday, 3 June
Today’s Opportunity Set in Private Equity
When: Wednesday, 17 June
How an Investment Bank Manages its Own Capital
When: Wednesday, 24 June
