Industry Voice: Understanding your clients through Behavioural Investing

Learn about the principles of Behavioural Investing and how these can improve client outcomes, in this discussion between Dr. Greg Davies of Oxford Risk and Barry MacLennan CEO of Embark Investments.

clock • 1 min read

Why are some investors prone to impulsive decisions, yet others, need deep analysis before making choices? How can financial advisers use an understanding of how clients think to help enhance their investment and retirement outcomes?

At its core, Behavioural Investing brings together the influences of sociology, psychology, and finance to better understand the process of investment decision making. It recognises that investors, as all human beings can be, are not always rational, have limits to their self-control, and are often influenced by biases, whether markets are buoyant or in downturn.

By understanding the practical applications of Behavioural Investing, advisers can help investors make well informed choices, avoid common behavioural pitfalls, and match clients to more suitable investments, based on their financial personalities and their current financial situation.

This webinar discusses what behavioural investing means, outlines four key personality types, their behaviours and biases, and the practical application of this knowledge.

Watch the discussion and visit our dedicated Behavioural Investing site for the latest updates on this developing discipline.

 

This post is funded by Embark Investments

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