Portfolio Construction Forum Finology Summit

Exploring investing beliefs, biases and behaviours

Established in 2016, Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. Presented in Sydney each February, the blended face-to-face and online learning program features features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas - on the relationships between people and money, behavioural economics and behaviour change.

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

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

Mark your diary! Finology Summit 2020 (19-20 Feb 2020). Meanwhile, "attend" Finology Summit 2019 online!

Graham Rich, Publisher

 

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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 beliefs, biases and behaviours about investing, impact investment markets and influence portfolio construction philosophy, practices and outcomes.

This includes both institutional and wholesale practitioners, as the program is designed with both in mind, and features keynotes and topics relevant to both.

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

 

WHY IS IT DIFFERENT?

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

  • focused - singularly focused on exploring investing beliefs, behaviours and biases;

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

  • independent - independently designed and curated intensive, jam-packed, blended learning program;

  • effective - a solid base for the year ahead, companion to Markets Summit and Strategies Conference, providing a foundation for continuing education planning and consistency of style and delivery; and,

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

PROGRAM OVERVIEW

Finology Summit does not begin and end with the two-day, face-to-face program itself. Like all our continuing professional development programs, it is an integrated learning program with preparation, participation and review.

Before - Pre-reading

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 - Participation

The two-day program is designed and curated by our specialist, experienced and independent team, and features an exceptional Faculty of experts from around the world, each offering his/her best high conviction ideas on an issue related to the relationships between people and money, behavioural economics, and behaviour change.

The program features the 8.5-hour Critical Issues Forum (plenary) program, a 3.0-hour Special Interests Workshop (elective classroom) program, and 1.75-hour Special Interests Forum (elective lecture) program. At the live program, delegates attend all the CIF sessions, two SIW sessions and one SIF session featuring three back-to-back presentations. Afterwards, delegates can attend the remaining three SIF sessions via the online webcast and earn further CE.

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 live 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). This enables delegates to revisit and review the sessions they attended, "attend" the SIF sessions they didn't catch at the live 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 2019 - Investing beliefs, biases & behaviours

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™.

The Forum's particular focus on finology is as it relates to investment portfolio construction, incorporating behavioural finance, the relationships between people and money, and behaviour change, to better understand how people's different beliefs, biases and behaviours about investing impact investment markets and influence portfolio construction philosophy, practice and outcomes.

Attend Finology Summit 2019 online

Finology Summit 2018 - where investing meets investors

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 is the emerging (and converging) research field covering the study of minds, customs and behaviours with respect to money. 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 - The winds of change

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. Finology Summit 2017 looked at how the winds of change are impacting how investors think and behave with respect to money, and how we can better relate with them (and help others who must do so).

Attend Finology Summit 2017 online

Finology Summit 2016 - where investing meets investors

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. Our particular passion for finology (the fifth of our five core disciplines) is as it applies to the giving and receiving of quality investment advice. For us, finology is about where investing meets investors. Finology Summit examined how to further improve the way we relate with individual investors - and/or help others who must do so.

Attend Finology Summit 2016 online

 

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