Behavioural finance competence is a must to Know Your Product

Michael Furey | Delta Research & Advisory | 20 February 2019 | 0.50 CE

When it comes to best practice financial advice, it is essential to 'Know the Product' that is being recommended. Unfortunately, there is often a limited or superficial understanding of some the biases and behaviours that products may exhibit in different environments - and they are often different to a product’s stated bias and behaviour. Portfolio construction practitioners must have a ful...