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Portfolio Construction Forum Markets Summit and Finology Summit 2019

We hope to see you at this year's Markets Summit and Finology Summit in Sydney.

Colonial First State is pleased to be a faculty partner of Portfolio Construction Forum and is the only organisation to be affiliated with the Forum since it formed back in 2002.


With portfolio construction and implementation a core tenet of our investment solution and value proposition, this partnership provides you with the opportunity to enhance your investment skillset, and understanding of their five knowledge domains: Philosophy, Markets, Strategies, Investing, and Finology.

Markets Summit 2019 | The heat is on!

Tue 19 Feb 2019 | 7.5 to 11.5 CE hrs

A decade on from the GFC and global equity and bond markets are once again smouldering! Markets Summit is THE investment markets scene setter of the year. Featuring 20+ leading investment thinkers from around the world, it will help you better understand the key drivers of and outlook for the markets, and the opportunities and risks ahead, on a three- to five-year view, to aid your search for return and in building better quality investor portfolios. More about the program

Finology Summit 2019 | Investing beliefs, biases & behaviours

Wed-Thu 20-21 Feb 2019 | 13 to 19 CE hrs

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. It will help you better understand how our own and other people's different investment beliefs, biases and behaviours around investing, impact on investment markets – and influence portfolio construction philosophy and practices – to help you build better quality investor portfolios. More about the program

Milliman’s Wade Matterson, presenting at Finology Summit, 1:30pm on Wednesday20 February 2019

We are delighted to support our Alliance Partner, Milliman, at this year’s Finology Summit. Milliman Australia’s Practice Leader, Wade Matterson will be one of the guest keynote speakers at the Finology Summit, where he will join a faculty of over 15 international and local investment experts.


The Other Side of Alpha


Across multiple industries, factors are coalescing that emphasise the importance of robust and diligent risk management approaches. From the progress of the Baby Boomers into retirement, through to the ongoing downward pressure on investor fees, there is a growing need for differentiation across the asset management landscape.

About Portfolio Construction Forum

Portfolio Construction Forum is the specialist, independent, investment continuing education, accreditation and certification service providing a curriculum which is curated for the community of Australian and NZ practitioners and advocates involved in any aspect of constructing multi-manager portfolios, enabling their better quality portfolio construction knowledge, skill and expertise, in order to improve the financial wellbeing of individuals.

The Forum curates a range of different types of live and online programs, featuring a selected, authoritative faculty of academics, consultants and investment professionals who are subject matter experts willing and able to contribute presentations and papers. The curriculum is focused exclusively on five knowledge domains – philosophy, markets, strategies, investing and finology.

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from or by calling us on 13 18 36.

From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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