Portfolio Construction Forum Finology Summit

Identifying investing biases, beliefs and behaviours and the investment implications

Established in 2016, Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. Presented in Sydney each February, the program features an exceptional Faculty of experts from around the world, each offering their best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications.

It is a companion program to Markets Summit each February and Strategies Conference each August.

Finology Summit will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.

Mark Your Diary! Finology Summit 2021 (17-18 Feb 2021). Meanwhile, "attend" Finology Summit 2020 online!

Graham Rich, Managing Partner & Dean

 

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WHO IS IT SUITED TO?

Finology Summit is relevant to all wealth management professionals because we all have a responsibility to understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio practices - and therefore investment outcomes.

This includes both institutional and wholesale portfolio construction practitioners (the program is designed with both in mind) by whom we mean those whose primary day-to-day role is focused within the spectrum of issues involved in designing and building investment portfolios using (but not necessarily limited to) managed funds from a range of firms.

We also recognise and respect the invaluable role of Advocates and welcome them attending.

Each year, 300 delegates attend the program, 75% or more of whom are portfolio construction practitioners.

 

WHY IS IT DIFFERENT?

Like all Portfolio Construction Forum programs, Finology Summit has five key differentiators:

  • focused - singularly focused on the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money;

  • specialist - for practitioners first and foremost with a cohesive theme and a firm emphasis on substance, not sizzle;

  • independent - independently developed and moderated intensive, jam-packed, one-day workshop-style program;

  • effective - complements our technical portfolio construction continuing education programs; and,

  • efficient - great value for money, a strong focus on implementation, very strong CE hours allocation.
     

PROGRAM OVERVIEW

INTRODUCTION

The Forum’s subject matter focus is on five Knowledge Domains – philosophy, markets, strategies, investing and finology. These then determine our Curriculum and Faculty, which together inform the content of our continuing education and certification programs.

As the name implies, Finology Summit is focused primarily on our "Finology" knowledge domain:

Finology – identifying investing biases, beliefs and behaviours and the investment implications
Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment implications. To achieve this, finology connects behavioural finance and and investor psychology - encompassing "know the markets", "know yourself" and "know your clients". Finology knowledge and skills help us better identify and understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to enable better quality investor portfolios.

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. Presented in Sydney each February, the program features an exceptional Faculty of experts from around the world, each offering their best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications.

It is a companion program to Markets Summit each February and Strategies Conference each August.

PROGRAM STRUCTURE

Like all our face-to-face and online continuing education programs, Finology Summit is an integrated learning program with preparation, participation and review.

Before - Prepare

To maximise learning, delegates are provided with pre-reading aimed at boosting their knowledge and getting them thinking about the issues to be addressed in the program. The preparation is assumed prior knowledge.

During - Participate

The 1.5-day program is designed and curated by our specialist, experienced and independent team. Our exceptional Faculty of carefully selected outstanding subject matter experts from around the world offer their best high conviction ideas on behavioural finance and/or investor pyschology, and the investment implications.

Day one is comprised of the 5.5-hour Critical Issues Forum (auditorium lecture) program and 1.5-hour Special Interest Forum (elective lecture) program. You choose your SIF elective on the spot at Finology Summit.

Day two delivers three concurrent 4.5-hour Special Interests Workshop (elective classroom) sessions. You pre-book your Workshop before the program.

Finology Summit is not just a talk-fest. Attendees are challenged to decide whether they agree or disagree with each high conviction thesis presented, which ones they will investigate further, and which they will put into practice when building investor portfolios.

After - Review

After the face-to-face program, delegates' learning continues. The presentations are webcast here on portfolioconstructionforum.edu.au – a page per presentation featuring the sync’d video and slides, podcast, presentation slides and paper(s). Delegates can revisit and review the sessions they attended, "attend" the Special Interest Forum sessions and Special Interests Workshops they didn't catch at the face-to-face program (and earn further CE hours), and review their key takeouts and the portfolio construction implications to determine actions to take to build better quality investor portfolios.

 

RECENT PAST PROGRAMS

Finology Summit 2020 - Investing biases, beliefs and behaviours

Finology is an interesting and unique mix of behavioural finance (“fin”) and investor psychology (“ology”) as it relates to giving investment advice to individual investors. Finology is where investing meets investors™. The finology discipline focuses on identifying investing biases, beliefs and behaviours and the investment outcomes. To achieve this, finology connects behavioural finance and investor psychology - encompassing "know the markets", "know yourself" and "know your clients".

Finology knowledge and skills help us better identify and understand how our own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to enable better quality investor portfolios.

Attend Finology Summit 2020 online

Finology Summit 2019 - Investing biases, beliefs and behaviours

People have different perspectives on money, based on their experiences. Finology is a unique mix of behavioural finance (“fin”) and investment psychology (“ology”). It is the emerging (and converging) research field exploring beliefs, biases and behaviours around investing, connecting "know the markets", "know yourself" and "know your clients". Finology is where investing meets investors™.

Attend Finology Summit 2019 online

Finology Summit 2018 - Investing biases, beliefs and behaviours

Finology is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It is a unique mix of behavioural finance and economics, and psychology.

Finology knowledge and skills enable us all to better understand how our own preferences, biases and perspectives influence our portfolio construction philosophy and practices - and to better uncover and understand the preferences, needs and objectives of individual investors to help them achieve their goals. It's where investing meets investors.

Attend Finology Summit 2018 online

Finology Summit 2017

Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. Will this mean a future of trade protectionism, higher inflation and rising bond yields? Are we at an inflection point in monetary and fiscal policy? What does it all mean for the outlook for the markets? Simultaneously, people are questioning long-held beliefs about money, investing and retirement, as improved longevity, new technologies and social media change the way we live and how we relate to others.

Attend Finology Summit 2017 online

Finology Summit 2016

In our society, it’s critical that every individual has a clear perspective about money, and the role that it plays in their present and future well-being. But money means different things to different people. People also have different perspectives on money, based on their experiences. Finology explores the relationship between human beings and money in our society. It is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. It incorporates behavioural finance and much, much more.

Attend Finology Summit 2016 online

 

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