Knowing your client requires a commitment to data

Douglas Isles  |  Platinum Investment Management  |  19 February 2020  |  0.25 CE

Behaviour biases determine that performance drives managed fund flows. Armed with a vast database of client transactions, we can derive far deeper insights. By building a regression model to predict client behaviour, we are able to confirm that investment adviser engagement is critical. While this is intuitive, the data ascribes a value to engagement, and also highlights the positive benefits of an investment adviser on the behaviour of investors. Advisers generally have more datapoints per client than fund managers but smaller client bases. With the righ...

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