Dan is joined by three leading advisers in a discussion on risk and investor behaviour, highlighting how risk-defined portfolios can better align performance with client expectations and help minimise the value-destructive decisions often seen in volatile markets.

Missed the first video? We explored how behavioural biases influence investment decisions and how advisers can help clients avoid value-destructive mistakes.

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
• Mark Johnson, Financial Adviser, Lifestyle Wealth Partners
• Chris Fallico, Financial Adviser and Principal, Acadia Wealth Advice

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