Category Archives: Behavioral Finance

How Unconscious Bias in Our Brain Counteracts Diversity

Mental shortcuts are useful for handling information overload, but consciously structuring your decision process can make bad or ineffective outcomes less likely. Read More

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Gleanings from Brexit: Recommended Links

A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy. Read More

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Building a Valued Service Culture in Investment Management

Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More

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Getting Forecasts Right Requires Admitting You’re Wrong

Being a good forecaster isn’t just about getting things right. It requires the ability to admit when you’ve gotten things wrong. Read More

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Navigating An Experimental Economic Environment

Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward. Read More

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4 Lessons from Iceland for Surviving a Financial Crisis

Halla Tomasdottir cofounded Audur Capital in the year before Iceland’s massive financial crisis. She credits the survival of her firm to four key values. Read More

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The Irrational Mind and Saving for the Future — How can Advisers Help?

Professor Dan Ariely believes the financial profession has an opportunity to reinvent itself, addressing cognitive biases in a way that can be beneficial for advisers and their clients. Read More

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The Fallibility of Efficient Markets Theory

Paul Woolley, a senior fellow at the London School of Economic and Political Science, neatly made the case that it’s long past time for professional investors to set aside the Efficient Market Hypothesis as the basis of most asset management strategies. Read More

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Joachim Klement: How Personal Experience Can Determine Risk Preferences

Joachim Klement, chief investment officer at Wellershoff & Partners Ltd., believes individual experiences affect risk preferences and argues that investors need to recognise and account for this in portfolio management. Read More

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Pankaj Ghemawat Questions Globalization Effects

Pankaj Ghemawat, Anselmo Rubiralta Professor of Global Strategy at IESE Business School, finds people susceptible to “globaloney,” an overestimation of the world’s interdependence. Professor Ghemawat will be speaking at the Fifth Annual CFA Institute European Investment Conference. Read More

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