Investment
PortfolioConstruction Forum                                                   Free to members

pillars for building better quality investor portfolios
If your role includes designing, building and managing investment portfolios, you're a member of an investment committee, or you have a professional responsibility to understand how leading portfolio construction practitioners do this, then PortfolioConstruction Forum is for you. It is designed to help you manage these challenges - a resource centre you can use to not only enhance your portfolio construction understanding and expertise, but also to access practical Tools you can use to build better quality investor portfolios...                                                                         PortfolioConstruction Forum >

Investment
BRIC+ Program                                                                             By subscription

Exclusive insights into global emerging markets
The BRIC+ Program is a continuing professional development service providing exclusive insights into global emerging markets, including the BRIC countries (Brazil, Russia, India and China). It delivers independent educational activities designed for researchers and investment committee members from dealer groups, platforms, super funds and research houses, and financial planners with a role in investment portfolio design, to enhance their understanding, knowledge and experience of global emerging markets – so that a decision as to whether or not to include BRIC+ investments in portfolios (and if so, how and for whom) is well educated and researched (not a blind leap of faith!).                                                 BRIC+ Program >

Investment
farrelly's Investment Strategy                                                    By subscription

A proactive approach to asset allocation
Asset allocation is a key driver of quality portfolio construction, and quality results for investors. farrelly's is the Australasian financial services industry's first dedicated asset allocation research house. The farrelly's approach is different - portfolios are constructed to meet the investor's needs, so return forecasts are forward-looking, risk is the chance that investor needs won't be met, and transaction costs and taxes matter. More than just a quarterly print publication, it's a complete web-based asset allocation research service...                                                     farrelly's >

Insurance
the risk store                                                                                By subscription

the life risk knowledge & ideas store for financial planning professionals
If you are a financial planning adviser, life insurance broker, a paraplanner, or support staff, the risk store has services and products - all centrally located - tailor made to improve your life risk insurance knowledge, productivity and profitability. Members of the risk store website have 24/7 online access to a giant library of life risk advice and learning tools, which have been developed and field tested over decades, as well as innovative support and education services. What does this mean for advisers providing life risk insurance advice? These quality, practical tools and services are designed to help you provide better life risk advice to more clients. Better advice, more product sold, covering more of the population, more effectively. Quality outcomes from practical input into your life risk advising.
                                                                                         the risk store >