Behavioural FINance & investor psychOLOGY - understanding the client mindset
Graham Rich | Portfolio Construction Forum | 13 October 2021
Graham Rich is Dean at Portfolio Construction Forum (Sydney).
Graham is a pioneer of retail managed funds research in Australasia, and of financial planning in New Zealand. He started his financial services career in NZ in 1975. In 1983, he established his own business delivering funds research and financial advice professional development services. After initially adding Morningstar as a minority shareholder in his fund research business in 1999, he continued to develop it for several years, before selling the rest of the fund resear...