Suggested Search
CPD points: 0.75
In this webinar, Brock Jeffery‑Warren, Director, Alliances and Multi Assets at Colonial First State, is joined by Al Clark, Head of Investments, and Ernest Kwok, Assistant Portfolio Manager, to discuss how a shifting macro environment is reshaping portfolio construction and investment decision‑making. The session explores why markets have entered a new regime characterised by heightened uncertainty, faster market moves and the breakdown of traditional asset relationships, and what this means for investors and advisers.
The discussion then focuses on the design and role of the CFS Enhanced Index suite, outlining how a risk‑controlled, systematic approach can help build more resilient portfolios in this environment. The speakers walk through the philosophy, structure and implementation of Enhanced Index portfolios, including asset allocation, manager selection and the balance between index, systematic and active strategies, and explain how the suite is positioned between pure index and fully active solutions to deliver consistent outcomes over time.
If you missed the live session, you can watch the on‑demand video above and complete the CPD quiz to have your CPD points delivered directly to your inbox.
Related articles
CFS Webinar Week: CFS Investments SMAs: right for the times
Explore the design and evolution of the CFS SMA Suite and how Index, Flex and Apex support changing client needs and adviser efficiency.
CFS Webinar Week: Is the Australian market primed for gearing?
Learn how professionally managed geared share strategies may support long‑term growth, alongside the risks, volatility and adviser considerations.
CFS Market Insights: Emerging markets amid global uncertainty
In this Market Insights, Jonathan Armitage and Leroy Qian explore emerging market performance, valuations and managing risk amid uncertainty.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. AlL is also the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments. CFSIL is also the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service and issuer of CFS Edge Investments.
Information on this webpage is based on current requirements and laws as at 9 April 2026. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and/or CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The FirstChoice PDS and FSG can be obtained at www.cfs.com.au or by calling us on 13 13 36, the CFS Edge, PDS, IDPS Guide and FSG can be obtained from cfs.com.au/cfsedge or by calling us on 1300 769 619.