Portfolio Construction

Trend Hunters

Join the hunt for the latest trends driving the investment market. 

Watch the brightest minds in portfolio construction as they decode the investment trends shaping our industry.

  • Hear from 30 of the brightest minds in the Australian portfolio construction landscape as they explore emerging trends and investment opportunities over 10 insightful sessions.

    Each 45-minute session is fast-paced, giving you ideas from 3 Trend Hunters and their organisations, on a range of topics from managed accounts to finding yield in a low interest environment to impact investing.

Join the hunt for insightful, digestible and inspirational ideas to help construct your future investment portfolio.

 

 

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The rise of managed accounts and why they are growing in popularity.

Advances in technology have helped to catapult managed accounts from an investment option just for the wealthy into a mainstream vehicle, helping even more investors to supercharge their investment strategies. We delve into the benefits of managed accounts for investors and how they can improve efficiencies for wealth businesses, with special guests Blackrock, Russell and Resonant.

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Are private labelled managed accounts right for you? 

Momentum continues at a rapid pace in the adoption of managed accounts, the days of them being a niche service offered by only limited advisers is long gone. With special guests Oreana Portfolio Advisory Service and Context Capital, we explore how private labelled managed accounts can bring together advice, investment management, technology and most importantly the client experience.

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Maximising passive low-cost investments into your portfolios

Passive investing has become a global phenomenon allowing investors to track market performance (beta) at a low cost. Learn how you can build a passive portfolio, blend passive and active investments to get the best of both worlds, and explore the next evolution of passive investing of 'smart beta' with special guests Soteria Capital, Betashares and Netwealth. 

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Decreasing yields and looking beyond traditional income strategies

Falling yields were already one of the biggest challenges facing retirees with traditional fixed-income strategies sometimes falling short of expected portfolio returns. In this presentation, Evergreen Consultants, DNR Capital and Innova AM, share how they are supplementing income whilst managing risk-adjusted returns.

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Managing volatility in retirement – lessons learnt during the Covid crisis

Extreme market volatility and large pension drawdowns can be problematic for retirees looking to secure their future income needs as highlighted by the recent covid-19 crisis. In this session, Milliman, Russell and Evidentia share how they are building resilient investment portfolios to manage market volatility and sequencing risk. 

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Outside the NASDAQ: Where to next for technology stocks?

Technology is reshaping everything, addressing large-scale challenges and significantly altering the way consumers, industries and business operate. In this presentation, we look outside the Nasdaq with special guests Hyperion, Elston and Betashares, to explore the implications of a disrupted world and highlight some large companies leveraging technology to increase their market share. 

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International investing: Your guide to emerging markets and the new world economy

Emerging markets have been growing rapidly in recent years, transforming from the producers of goods for developed countries to large economies with burgeoning middle -class consumers. In this session, Zenith, InvestSense and Oreana Portfolio Advisory Service explore some opportunities they are seeing in developing countries, and why international investing is not just the US.

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How to build sustainable investment portfolios

Sustainable investing is no longer niche with an increasing number of investors calling for their investments to have a positive impact on society and to help solve the challenges facing the world. In this presentation, Pendal, Lonsec and DNR capital discuss what to look for when constructing your sustainable portfolio, including an examination of external benchmarks and how to align your investments with your values and beliefs.

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How green innovation is changing the world for the better, and some investment options

Green innovation has the potential to transform and solve some of the biggest environmental and social challenges facing the world today. In this session, Ralton, Franklin Templeton and Pendal, explore the companies and sectors, from vegetarian diets to battery storage technology, that are set to benefit from the green wave.

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Making an impact: The breakdown of impact investing and why you don't need to sacrifice returns

In this panel, hear from Affirmative Investment Management, Kilara Capital, and Conscious Investment Management as they deep dive into the burgeoning field of impact investing and discuss why you don't need to sacrifice returns illustrated through real-life case studies, and explain how impact investing differs from ESG investing.

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A weekly newsletter revealing the investment landscape in a new light.  Each week we cover a different investment theme, drawing on our rich collection of portfolio construction articles, presentations and podcasts.

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