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Series: Behavioural Investing Series

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Behavioural Investing Series

In this series we deep dive into client and adviser decision making, including “Behavioural Bias” in Investment decisions, Goals-Based Investing, Values-based decision making, Client Risk Profiling and Adviser Investment Philosophies, and “Not So Modern” Portfolio Theory.

Host: Fraser Jack

Featuring: Patricia Garcia, Dr. Katherine Hunt, David Bell and Dan Miles.

Episodes

Behavioural Investing Series #1

In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing …

Behavioural Investing Series #2

In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can …

Behavioural Investing Series #3

In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours …

Behavioural Investing Series #4

In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where …

Behavioural Investing Series #5

In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we …

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