CPD Portal
Thought leadership from some of the world’s best investment teams
Welcome to our CPD portal for Australian financial advisers. Here you can find a collection of CPD accredited content and quizzes across our broad range of individually managed investment products, spanning Australian and global equities, private equity, impact investing, ethical investing, AREITS, and more.
Australian Equities Holdings
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...
Unpacking our latest impact report & strategy update
Join Seb Beloe, Partner and Head of Research as well as Senior Analyst Claire Jervis for a webinar where they...
Global Small Companies Fund Portfolio & Investment Update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Axiom International Ethical Funds Portfolio & Investment Update
Portfolio Manager Bradley Amoils provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Harding Loevner Fund Investment Update
Portfolio Manager Peter Baughan provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
High Conviction Property Securities Fund Investment Update
Portfolio Manager Amy Pham provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
WHEB Sustainable Impact Fund Portfolio & Investment Update
Associate Portfolio Manager Victoria MacLean provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...
High Conviction Equities Fund Portfolio & Investment Update
Portfolio Manager James McDonald provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Emerging Companies Fund Portfolio & Investment Update
Senior Portfolio Manager Ed Prendergast provides a portfolio update and insights from the reporting season. CPD points applicable for Australian...