Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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Rise of the zombies

What are zombie firms? How can they affect Australian investors?

We believe it's important that asset allocators understand how zombie firms may unwittingly arise in a portfolio, how they can be recognised and potentially screened.

Join David Walsh in a discussion of the characteristics of zombie firms, the outworkings of a misalllocation of capital and the Australian experience.


First Sentier Investors is pleased to confirm that the Realindex "Rise of the Zombies" Webinar 2020 (on-demand) has been accredited for a maximum of 0.50 Continuing Education (CE/CPD) hours by Portfolio Construction Forum, the specialist, independent, investment continuing education, accreditation and certification service.

While the CE/CPD hours are confirmed, they will not formally vest in your name until you have completed the Forum’s CE quiz for this learning activity – available at the link below. This is part of the best-practice compliance program that First Sentier Investors has adopted to manage CE/CPD obligations in today’s higher compliance environment.

As soon as you successfully complete the CE quiz – available at the link below – you’ll receive an email from Portfolio Construction Forum. It will contain a link to immediately access your CE/CPD certificate via your complimentary Forum MyCE record on the Forum’s online learning platform (which records any CE/CPD hours you earn from the Forum's CE Affiliates and the Forum's face-to-face and online programs) so you can:

- see the knowledge/competency areas; and,

- view, print and export your CE accreditation any time.

These CE/CPD hour(s) can be used to help you meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes) – including ASIC, APRA, FASEA, FMA, AFA, and FPA CE/CPD requirements, to name just a few.

Please now click on the following link to complete the CE Quiz provided by Portfolio Construction Forum for this learning activity:


Need help?

When you click on the above link, you may be prompted to log in.

  • If you ARE NOT already a member of the Forum, you just need to join – it’s instant and free.

1.   Click on the following link and complete the registration form:

2.   You’ll receive an email immediately – check your junk folder if you don’t get it. Click on the link in the email to verify your membership, and then log in using the member name and password in the email.

3.   Click on the CE Quiz link above to complete the CE Quiz.

If you have any problems, please contact Portfolio Construction Forum (phone +61 2 9247 5536 or email [email protected]).

Important information

This information has been prepared and issued by Realindex Investments Pty Ltd ABN 24 133 312 017, AFSL 225281 (Author). It is directed at persons who are professional, sophisticated or wholesale clients and has not been prepared for and is not intended for persons who are retail clients. This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision, you should consider, with a financial adviser, whether this information is appropriate in light of your investment needs, objectives and financial situation.

The product disclosure statement (PDS) and Information Memorandum (IM) for the Realindex Australian Share Fund, (ARSN 132 950 433), Realindex Australian Small Companies Fund, (ARSN 132 950 175), Realindex Global Share Fund, (ARSN 132 951 083), Realindex Global Share Hedged Fund, (ARSN 132 951 467), Realindex Global Share Fund (Screened), (ARSN 604 604 873), Realindex Enhanced Equal Weighted Global Share Fund, (ARSN 149 308 976), Realindex Emerging Markets Fund, (ARSN 140 973 075) (Fund(s)), issued by Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL), should be considered before deciding whether to acquire or hold units in the Fund(s). The PDS or IM are available from First Sentier Investors which is the trading name for Colonial First State Asset Management (Australia) Limited (ABN 89 114 194 311, AFSL 289017) (CFSAMA). Realindex Investments Pty Ltd ABN 24 133 312 017, AFSL 225281 (Manager) is the investment manager of the Fund as at the date of issue of this material.

MUFG, the Commonwealth Bank of Australia (Bank) and their respective affiliates do not guarantee the performance of the Fund(s) or the repayment of capital by the Fund(s). Investments in the Fund(s) are not deposits or other liabilities of MUFG, the Bank nor their respective affiliates, and investment-type products are subject to investment risk including loss of income and capital invested. The Author, First Sentier Investors and the Manager are members of MUFG, a global financial group. CFSIL is a subsidiary of the Bank.

To the extent permitted by law, no liability is accepted by MUFG, the Author, CFSAMA, the Manager, the Bank, CFSIL nor their respective affiliates for any loss or damage as a result of any reliance on this information. This information is, or is based upon, information that we believe to be accurate and reliable, however neither MUFG, the Author, CFSAMA, the Manager, the Bank, CFSIL nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of the Author.

In Australia ‘Colonial’, ‘CFS’ and ‘Colonial First State’ are trade marks of Colonial Holding Company Limited and ‘Colonial First State Investments’ is a trade mark of the Bank and all of these trade marks are used by First Sentier Investors under licence.

Total returns shown for the Fund(s) have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is no indication of future performance.

Copyright © First Sentier Investors (Australia) IM Ltd 2020

All rights reserved.