Our next Affiliate Program event considers approaches to portfolio construction in an increasingly complex and rapidly changing investment environment. With constant market noise, evolving technologies and an ever-expanding range of investment options, more investors are following the latest trend, shiny object or ‘big opportunity’ to build wealth. This may temporarily work in the short-term, but long-term investment success is underpinned by disciplined conduct and decision-making.  

We will explore 'Portfolio Construction in Practice' in detail, including: 

• Philosophy and decision-making frameworks 

• Portfolio construction: from asset allocation down to underlying investment selection 

• The role of strategic and dynamic asset allocation in managing risk and return 

• Current investment themes 

• Managing concentration risk and maintaining diversification in an increasingly concentrated market 

The event is designed for industry practitioners, including accountants, lawyers, business advisers, business brokers and family office managers. Through a practical discussion on portfolio construction and investment decision-making, we will share how Cameron Harrison approaches risk management, evaluates investment opportunities and navigates increasingly complex market conditions on behalf of our clients.