Finology Roundtable: Growing a finology mindset is a means to a better end

Rob Hamshar, Paul Moran, Pauline Ramsay  |  26 August 2021  |  1.00 CE

Building quality investment portfolios is not simple, yet portfolios are simply a means to an end – achieving client goals. Practitioner education, however, focuses heavily on developing technical investment skills, often to the detriment of time learning the knowledge and skills that enable better engagement and understanding of the most important aspect of any portfolio – the client! Finology is the unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to understanding the investor mindset and giving inv...

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