Evidence Based Investing
An overview of evidence-based investing globally and New Zealand from one of the foremost authorities on the subject.
Professor Ben Marshall
Independent Academic Consultant, Consilium
Foundations Conference 2022
Thank you for attending the 2022 Consilium Foundations Conference
The 2022 Consilium Foundations Conference was held over two days at the Rydges, Christchurch. With more than 80 advisers in attendance, Consilium and Dimensional speakers covered practical insights into the academic foundations of our approach, design and implementation of our portfolios, and some practical, real-world examples of information and media.
Below you will find links to each presentation and available material.
Day 1
Evidence Based Investing
How Consilium approaches portfolio construction
How does Consilium use the academic evidence to select funds and construct robust investment portfolios.
Damon O'Brien
Head of Investment Services, Consilium
Equity Fund Implementation
An overview of how Dimensional constructs and trades equities.
Rob Ness
Senior Portfolio Manager and Vice President, DFA Australia
Fixed Interest Implementation
An overview of how Dimensional constructs and trades bonds.
Timo Zauner
Portfolio Manager, DFA Australia
Media and Information Hygiene: Six Simple Tips for Clients in an Information-Saturated World
A guide to information hygiene and the critical role of trusted advice.
Jim Parker
Vice President, Communications, DFA Australia
Graphica
Explaining investments to your clients and beyond the theory how can you explain these ideas to them.
Ben Brinkerhoff
Head of Advice, Consilium
Day 2
Consilium Monitoring, Due Diligence Processes and Foundations of Responsible Investing
How Consilium monitors all recommended funds to CEFEX standards, followed by an introduction to responsible investing and how Consilium builds their SRI portfolios.
Mitchell Bristow
Investment Research Lead, Consilium
Additional Material: Consilium Monitoring, Due Diligence Processes and Foundations of Responsible Investing, Part 2
How Consilium monitors all recommended funds to CEFEX standards, followed by an introduction to responsible investing and how Consilium builds their SRI portfolios.
Mitchell Bristow
Investment Research Lead, Consilium
Living with Uncertainty: Stories, Scripts and Sketches to Help Your Clients Sleep Better
Jim Parker provides a useful framework to guide clients through uncertain times.
Jim Parker
Vice President, Communications, DFA Australia
Using Portfolios to Help Your Clients Achieve Their Goals
Now that we have portfolios, how do we select which one to use to help clients achieve their goals.
Ben Brinkerhoff
Head of Advice, Consilium
Disclaimers:
Consilium does not give financial advice. Information contained in the presentations do not take into account the objectives, financial situation or needs of any particular person, and should not be constituted financial advice.
Any reference to Dimensional material has been prepared by DFA Australia Limited and is provided in New Zealand by DFA Australia Limited, (AFS Licence No.238093, ABN 46 065 937 671). These materials are provided for financial advisers only and is not intended for public use. All material that Dimensional provides has been prepared for advisers, institutional investors and clients who are classified as Wholesale investors under the Financial Markets Conduct Act 2013.