AdviserVoicePortfolio Construction & Asset Allocation Symposium - AdviserVoice https://www.adviservoice.com.au/event/portfolio-construction-asset-allocation-symposium/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 11 Jun 2026 21:30:14 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Portfolio Construction & Asset Allocation Symposium https://www.adviservoice.com.au/event/portfolio-construction-asset-allocation-symposium/ https://www.adviservoice.com.au/event/portfolio-construction-asset-allocation-symposium/#respond Sat, 08 Oct 2022 13:00:00 +0000 https://www.adviservoice.com.au/?post_type=tribe_events&p=83556 It will span all asset classes and focus on how these and the many sub-asset classes can be combined to deliver the required outcome for clients. The diversity of presenters from all walks of the investment world offers a rare opportunity to actively engage with specialists in a logical sequence towards a coherent framework that advisers can adapt to provide supportable portfolios for their clients. Delegates will be challenged to discuss everything from intra- and cross-asset correlations, style biases, equity portfolio construction, risk management and attribution, along with considering the key influences of portfolio returns in the decade ahead.

We envisage covering:

  • Projections of expected asset class returns are common yet can vary considerably. How can advisers decide on a rational approach that can be a reliable guide to their clients?
  • Endowments, sovereign funds and family offices have shifted well away from traditional assets and 60/40 portfolio construction. Is this the new path for private investors?
  • Risk, volatility, correlation and liquidity can play second fiddle in the pursuit of returns. Can these concepts be a key differentiator for advisers that learn to put them front-of stage?
  • The secret world of attribution is to be unveiled. What are the metrics that tell the story?

 

Register for the event.

]]> It will span all asset classes and focus on how these and the many sub-asset classes can be combined to deliver the required outcome for clients. The diversity of presenters from all walks of the investment world offers a rare opportunity to actively engage with specialists in a logical sequence towards a coherent framework that advisers can adapt to provide supportable portfolios for their clients. Delegates will be challenged to discuss everything from intra- and cross-asset correlations, style biases, equity portfolio construction, risk management and attribution, along with considering the key influences of portfolio returns in the decade ahead.

We envisage covering:

  • Projections of expected asset class returns are common yet can vary considerably. How can advisers decide on a rational approach that can be a reliable guide to their clients?
  • Endowments, sovereign funds and family offices have shifted well away from traditional assets and 60/40 portfolio construction. Is this the new path for private investors?
  • Risk, volatility, correlation and liquidity can play second fiddle in the pursuit of returns. Can these concepts be a key differentiator for advisers that learn to put them front-of stage?
  • The secret world of attribution is to be unveiled. What are the metrics that tell the story?

 

Register for the event.

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