21 results found

Established in 2016, Portfolio Construction Forum Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. It 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.

If there's one common refrain from financial advisers about the field of finology, it's that the research and concepts are fascinating, but it's hard to know exactly how to apply them in the financial advice process. There are so many finology concepts, how does an adviser sort the most important ones to focus on? What can advisers do to ensure their own unconscious beliefs and biases don't undermine the client relationship and investment outcomes? What specific actions can advisers take to systematically apply finology insights to improve the advice experience and outcomes for clients? This workshop will focus on insights from the inaugural Finology Benchmarking Indices (FBI) and facilitate self-reflection and scenario-based exercises to help you form a personalised action plan to embed finology concepts into your practice.

Since the 1980s, the efficient markets hypothesis has come under attack. Market anomalies were initially attributed to the actions of noise traders, who were believed to hold irrational beliefs and standard preferences. There was an expectation that such actors would lose their wealth over the long run via arbitrage, albeit that the effectiveness of arbitrageurs was restricted by various risks and costs. In the 1990s, psychologists identified additional limits to arbitrage which are tied to human nature. This workshop will explore these additional limits, namely: bounded rationality; the need for well-being; and, self-control problems.

Giving Voice to Values (GVV) is an innovative approach to values-driven leadership development in business education and the workplace. GVV is not about persuading people to be more ethical. Rather, it starts from the premise that most of us already want to act on our values, but that we also want to feel that we have a reasonable chance of doing so effectively and successfully. To raise those odds, rather than a focus on ethical analysis, GVV focuses on ethical implementation and asks: "What if I were going to act on my values? What would I say and do? How could I be most effective?"

Working with clients takes more than just modelling financial outcomes. Better results are gained when investment advisers really understand their clients and truly connect with them. This workshop provides training in key counselling techniques and skills such as: reflective listening; managing resistance; and, empathic responding. You will learn how to apply counselling skills, incorporating a range of typical examples (e.g. dealing with grief, managing redundancy and planning for retirement), how to manage resistance and motivate clients using counselling skills and professional ethics during the interviewing process.

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

A fixed point of reference, in the context of investment risks and uncertainties, can induce biases in approaches to meet client objectives. These biases will be costly to investors in the long term.

Rudi Minbatiwala | 0.50 CE

As we scramble to make sense of occurrences such as coronavirus and climate change, the application of prior cultivated imagination can preserve the integrity of investment decision making.

Grant Mizens | 0.50 CE

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.

Established in 2016, Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The 1.5-day, face-to-face and online learning program is designed and curated by our specialist, experienced and independent team and features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas on behavioural finance and/or investor psychology, and the investment implications.

Portfolio Construction Forum Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. It 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.