The mental shortcuts – or biases – that help us stay on top of everyday decision making can lead to dangerous, expensive mistakes when applied to investment decisions. In this video series – a companion to the whitepaper ‘Portfolio Construction, Avoiding Bad Behaviour – 3 leading advisers share their own client insights, exploring the biases that can drive value-destructive behaviours, and the ways to connect client values, goals, and risk, to build more client appropriate portfolios and deliver better investment outcomes.

In this first video in the series, our experts explore the nature of client biases.

We would like to thank Innova Asset Management for bringing this product to life, and special thanks to our guests in this video series:

• Dan Miles, Managing Director and Co-Chief Investment Officer, Innova Asset Management
• Antoinette Mullins, Financial Planner and Director, Steps Financial
• Chris Fallico, Financial Adviser and Principal, Acadia Wealth Advice
• Mark Johnson, Financial Adviser, Lifestyle Wealth Partners

For more information about behavioural biases and strategies for managing client behaviour, download Innova’s latest white paper, portfolio construction: avoiding bad behaviour.