About this Event
Investment strategy in an increasingly complex and behaviourally driven market environment
20 May | 5:00pm-6:15pm | Craigs Investment Partners, Auckland CBD
Join Alice Mew, Head of Investment Strategy at Craigs New Zealand, and Rousseau Lötter, Head of Investment Solutions, for a thought provoking discussion on how robust investment strategy is developed and implemented in an increasingly complex and behaviourally driven market environment, hosted by Jennifer Chee, CFA.
Alice will share insights into Craigs’ investment philosophy, her views on current market conditions, and the implications for New Zealand investors. She will explore how long term strategic objectives are maintained through periods of heightened volatility, and how disciplined decision making and collaboration across a broad investment team help navigate short term market noise while remaining focused on fundamental value creation.
Complementing this perspective, Rousseau will draw on his background in asset allocation, portfolio construction, quantitative risk management, and behavioural finance to examine how investment frameworks are translated into real world portfolio outcomes. His contribution will highlight the role of analytics, risk budgeting, and behavioural awareness in improving investment decisions — particularly in managing biases, uncertainty, and regime shifts across the market cycle.
Together, Alice and Rousseau will provide CFA members with a practical view of how strategic intent, behavioural insight, and analytical rigour combine to support resilient portfolio construction and better long term client outcomes.
CFA Society New Zealand has determined that this program qualifies for 1 PL credit hour under the guidelines of the CFA Institute Professional Learning program, Global Passport event.
Exclusively for current CFA candidates and CFA members and Craigs IP invited guests.
We look forward to seeing you there.
With thanks to Craigs IP
Event Venue & Nearby Stays
Craigs Investment Partners, Level 32,, Albany, New Zealand
NZD 0.00
