114 results found

These two papers provide a more sophisticated, behavioural understanding of time discounting, to enable more nuanced conversations with clients about current and future consumption, and help mitigate the potentially negative impacts of present bias.

Rob Hamshar | 1.00 CE

These two research papers present insights into how advisers can better assess and guide how clients think about and structure goals - including savings goals.

Rob Hamshar | 2 comments | 1.00 CE

Finology Benchmarking Indices will help you benchmark your investing biases, beliefs and behaviours vs peers, to further empower your client care and practice knowledge and skills.

0.50 CE

Humans categorise and form stories about their world - including their financial lives. Two recent papers emphasise the implications of mental accounting, particularly for any investment professional in a client-facing role.

Rob Hamshar | 1.00 CE

Two research papers exploring regret can help us improve how investment decision-making and outcomes are framed with clients and offer deeper insight into clients' personal and financial goals and priorities.

Rob Hamshar | 1.00 CE

The endowment effect is the tendency for people who own a good to value it more than people who do not. Its economic impact is consequential. Two recent papers offer important and very useful insights for investment professionals.

Rob Hamshar | 1.00 CE

The line between "error" and "reasonable human functioning" is remarkably vague. This Research Review focuses on a widely-cited paper that thoroughly unpacks the various concepts under the umbrella of confirmation bias.

Rob Hamshar | 1.00 CE

Memory is far from being a repository of neutral, reliable information and accounts of past events. This Research Review focuses on a seminal paper published in 1999 on "the seven sins of memory", and a recent 2019 paper on how memory errors impact investment decisions.

Rob Hamshar | 1.00 CE

The funds management industry has spawned a lot of gurus. This research paper looks at whether market forecasters are any good at what they do.

Ron Bird | 1.00 CE

The move to compulsory superannuation placed huge responsibility on individuals to manage their portfolios. A regular response is to educate people to a higher level of financial literacy.

Ron Bird | 1.00 CE

Most of us want to act on our values, but we also need to feel that we have a reasonable chance of doing so effectively and successfully. Rather than focus on ethical analysis, focus on ethical implementation.

Mary Gentile | 0.50 CE

Refocusing sustainable investing efforts onto client values and beliefs starts a chain reaction that delivers sustainable outcomes for clients and long-lasting relationships.

Used responsibly, artificial intelligence can help us make wiser decisions as investors and capital allocators and help us work towards a more sustainable and inclusive future.

Paras Anand | 0.50 CE

New research shows that media sources generate emotions that transmit to individuals and so influence their investment decisions, resulting in a departure from so-called efficient markets.

Ron Bird | 0.25 CE

Behaviour biases determine that performance drives managed fund flows. By examining managed fund transactions, we can confirm that investment adviser engagement with investors is critical, and ascribe a value to it.

Douglas Isles | 0.25 CE

By identifying their own systematic patterns of departure from "rational" behaviour, practitioners can compensate for their effects, and improve the quality of their day-to-day investment decision-making.

Andrew Inwood | 0.50 CE

Over shorter periods of time, there are market inefficiencies due to well researched behavioural biases. Knowledge of these can help improve our own investment decision making and that of our clients.

Dan Farley | 0.25 CE

Several of our Faculty discuss their key takeouts from Finology Summit 2020, to help delegates think through how people's different investing biases, beliefs and behaviours impact investment outcomes.

Expert Panel | 0.75 CE

Using the language of client values and behaviour will help build a foundation of trust, and assist investment advisers architect a portfolio that is in sync with clients' lives and values.

Wade Matterson | 0.50 CE

Behavioural biases get in the way of good investment decision-making. A well-structured approach to goals-based planning can go a long way to defeating the worst impacts of many of these biases.

Tim Farrelly | 0.25 CE