Research Review: Personality and portfolio allocation

Rob Hamshar  |  Portfolio Construction Forum  |  24 June 2024  |  1.50 CE

The Big Five model of personality traits, although not without its critics, remains the dominant framework in personality research. It has been shown to explain variation in a range of life outcomes including health, relationship satisfaction, and career success. Increasingly, it appears that aspects of investor sentiment and decision-making can also be explained by Big Five personality traits. (Note: for a broad overview of the Big Five model and potential implications for portfolio construction, see Herman Brodie’s presentations at Portfolio Construction Fo...

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