1. The long and short of it - key takeouts

    Conference 2016 delivered 50+ high conviction ideas on how to manage the friction between short-term and long-term investing imperatives. Here are the key takeouts.

    Will Jackson | 01-09-16 | More
  2. This is not the time to stop thinking

    While parts of the asset management industry appear to be dumbing down, we must continue to educate individuals on the differences between investment and speculation.

    Hamish Douglass, Magellan Financial Group | 25-08-16 | More
  3. Hold your nerve to avoid the herd

    Most investors don't experience the same returns of the portfolio or fund they are invested in. Investment discipline is the key - not emotion, not market noise - to ensuring you arrive at your planned investment destination.

    David Wright, Zenith Investment Partners | 25-08-16 | More
  4. It's a whole new world out there and it's time to change

    Practitioners need to move away from a focus on simple performance towards holistic client management. The industry needs to change, rebuilding trust with better diversity and transparency.

    Jonathan Shead, State Street Global Advisors | 25-08-16 | 0.25 CE | More
  5. Impatience is very real but it can be managed

    People vary tremendously in their impatience. For many, it is a real struggle to take the long view. New research shows how to identify and manage financial impatience.

    Dan Silverman, Capital Preferences | 25-08-16 | 0.50 CE | More
  6. Lead for impact and with pride

    It is easy to assume that leadership (or a lack thereof) only occurs in upper level, high status positions. The long and short of this premise needs to be scrutinised. We must recalibrate our thinking.

    Troy Hendrickson, Duke CE | 24-08-16 | 0.50 CE | More
  7. Asset managers must adapt to serve their clients

    Client needs are changing. And these changes will challenge asset managers, especially as the industry goes through consolidation.

    Doug Hodge, PIMCO | 24-08-16 | More
  8. Engaging investors' long-term view is our moral duty

    By encouraging investors to control their emotions and by choosing the right funds, we can help them meet their long-term needs.

    Don Phillips, Morningstar | 24-08-16 | More
  9. Commitment brings the best out of liquid alpha

    It remains possible to generate alpha from liquid strategies but investors must shift their focus away from short-term performance, and towards longer-term measurements of success.

    Carol Geremia | 24-08-16 | More
  10. The long and short of it

    Investing is supposed to be about the incremental replacement of human capital with financial capital over the long term. But today's environment and our behavioural biases conspire against such a pure case.

    Graham Rich, PortfolioConstruction Forum | 24-08-16 | 0.25 CE | More
  11. Backgrounder: The long and short of it

    Managing the fundamental friction between short-term and long-term investing imperatives is a key challenge when building portfolios. This Backgrounder explores some of the key concepts and debates.

    PortfolioConstruction Forum | 19-08-16 | More
  12. Lengthening the investment time horizon

    Investors are increasingly short term in their orientation. An arbitrage opportunity exists for managers with a longer investment horizon.

    MFS Investment Management | 19-08-16 | More
  13. The fallacy behind investor versus fund returns

    It has become accepted, conventional wisdom that investors underperform their investments by timing those investments badly. But this new conventional wisdom must be debunked.

    Michael Edesess | 08-08-16 | 1 comment | More
  14. How to psychologically prepare clients for bear markets

    The next bear market will come like the proverbial 'thief in the night' and none of us can predict the hour or day. Preparing clients for bearish times may be more important than portfolio design. But how?

    Bob Veres, Inside Information | 17-06-16 | More
  15. Identify retirement resources that matter

    It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

    Joanne Earl | 18-05-16 | 1.00 CE | 2 comments | More
  16. Finology Summit 2016 - key takeouts

    Delegates determined their key takeouts from the day's program, and actions to take to further improve the way they relate with individual investors - and/or help others who must do so.

    Graham Rich, PortfolioConstruction Forum | 17-02-16 | 0.25 CE | More
  17. How to accelerate trust using response skills

    The conventional tactics of asking questions to gain trust during client meetings are based on faulty and outdated assumptions. Five conversational recipes are needed to achieve a trust trifecta.

    Dr David Lazenby, PortfolioConstruction Forum | 17-02-16 | 1.00 CE | More
  18. How game theory creates deeper client understanding

    Use clients' choices to recover both their true preferences and their financial sophistication and the impact of complexity on client decision-making.

    Dan Silverman, Capital Preferences | 17-02-16 | 1.00 CE | More
  19. How advice is central to delivering retirement confidence

    State Street's 2015 Retirement Survey interviewed 1200 Australians, to understand the psychology of Australian retirees and the opportunity to engage and boost confidence.

    Jonathan Shead, State Street Global Advisors | 17-02-16 | 0.50 CE | More
  20. How to identify retirement resources that matter

    It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

    Joanne Earl | 17-02-16 | 1.00 CE | More
  21. How finology can minimise delays in client decisions

    Research in finology, neurology and psychology consistently reveal that our decisions are disrupted by an array of biases and irrationalities. Merely being aware of these shortcomings doesn’t fix the problem. The real question is ‘how can we do better?’

    Dr David Lazenby, PortfolioConstruction Forum | 17-02-16 | 1.25 CE | More
  22. Finology - 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.

    Graham Rich, PortfolioConstruction Forum | 17-02-16 | 0.25 CE | More
  23. Complex-ity and soph-istication

    Investors must make choices in an increasingly complex environment - and that complexity has substantial and varied effects on the decision to opt out of a portfolio choice.

    Leandro Carvalho & Dan Silverman, Capital Preferences | 11-02-16 | 2 comments | More
  24. What psychology suggests about decision making

    Research in psychology has revealed that our decisions are disrupted by an array of biases and irrationalities: Merely being aware of these shortcomings doesn’t fix the problem. The real question is: How can we do better?

    Dr David Lazenby, ScenarioNow Inc | 08-02-16 | More
  25. The story of trust and the 3 Cs

    Trust is weighted differently when selling intangibles like financial advice, because there is no real product to demonstrate, nothing for your buyer to grasp. There is no physical product to be trusted. So what can be done to create trust?

    Dr David Lazenby, ScenarioNow Inc | 08-02-16 | More
  26. About Finology

    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 behaviour finance and much, much more.

    31-01-16 | More