Behavioural insights on financial advice March 14, 2017 Saving and investing decisions are often made from opposite sides of the financial services spectrum. Advisers have the difficult job of building trust and bridging the two sides and their diverse demands. Matching the needs of retail savers with investment returns provided by users of capital is not easy as the two opposing sides — [...]
Celebrating International Women’s Day March 8, 2017 There is no doubt that more work needs to be done to close the gender gap across many industries, from the military to elected office to tech to asset management. Raising awareness is one step along this path. To that end, today — International Women’s Day — communities across the world will reflect on the [...]
How long is the investment learning curve? March 2, 2017 Mistakes and disappointments are not unusual in the investment world. On the contrary, it is investment successes that are rare. Persistent boom-and-bust economic cycles underline the numerous unavoidable challenges that investment decision makers face. Moreover, professional investors rarely have a complete understanding of their own miscalculations or those of others. From poor analyst forecast accuracy [...]
Human rights issues and your portfolio February 28, 2017 We would rather not think about human rights issues when it comes to asset allocation. In the developed world, we often treat human rights violations — modern-day slavery, child labour, etc. — as anachronisms, at least as far they concern us. Or we dismiss them as problems for someone else to deal with, whether activists, [...]
Three tips to help women start investing February 20, 2017 Some women never start investing. My research uncovered three main reasons why many women “sit on the fence” when it comes to investing: Some women aren’t interested in investing and don’t understand why it is important. Some are perfectionists and feel they do not know enough to begin. They think the world of investing is [...]