Tag Archives: behavioral finance

What Do Investment Professionals Need to Hear?

How do you locate the ideas today that the investment community will be discussing tomorrow? Read More

Posted in Economics, Event Details, News | Tagged , , , , , , | Comments Off on What Do Investment Professionals Need to Hear?

Thaler on Choice Confusion: To Intervene or Not to Intervene

Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn. Read More

Posted in Behavioral Finance, Economics, Investment Topics, Portfolio Management, Speakers | Tagged , , , | Leave a comment

C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

Posted in Behavioral Finance, Equity Investments, Investment Topics, Portfolio Management | Tagged , , , , , , , , | 2 Comments

Lie Detection in a Post-Truth World

“Everybody knows we are in a post-truth world,” deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. “People will tell you anything.” So what are the verbal and nonverbal clues indicating someone might be deceiving us? Read More

Posted in Behavioral Finance, Investment Topics, Speakers | Tagged , , , | Leave a comment

Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

Posted in Behavioral Finance, Economics, Equity Investments, Event Details, Fixed-Income Management, Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , , , , | Comments Off on Register to Attend the 70th CFA Institute Annual Conference

Mindfulness in the Age of Disruption

“It’s very easy for many of us to feel out of control,” said mindfulness expert Jeremy Hunter. “We live too much on gas pedal, too much on brake.” But there is a way to get back to what Hunter calls our “zone of resilience — a capacity to be calm.” The key to doing that is the practice of mindfulness. Read More

Posted in Behavioral Finance, Leadership, Management & Communication Skills, News, Speakers | Tagged , , , , | Comments Off on Mindfulness in the Age of Disruption

Investing with Grit

Grit, as identified by Daniel Goleman, could produce better outcomes for analyst recommendations, portfolio managers, and interactions between members of investment committees. Read More

Posted in Investment Topics, Leadership, Management & Communication Skills, Speakers | Tagged , , | Leave a comment

A Gulf of Factors to Consider – From Identifying Investor Risk Profiles to Geopolitics for Investors

At the Research Foundation Workshop for the Practitioner, Philippa Malmgren will discuss broad-based influences on investment decisions, and Joachim Klement, CFA, will outline the factors that can determine personal risk and return preferences. Read More

Posted in Behavioral Finance, Investment Topics, News, Portfolio Management, Speakers | Tagged , , | Leave a comment

Neuroeconomics: What Science and Economics Tell Us About Choice

Neuroscientists combine insights from psychology, economics, and biology into a single discipline that studies human choice. Read More

Posted in Behavioral Finance, News, Speakers | Tagged , | Leave a comment

5 Questions for Global Investment Professionals in 2015

A select group of practitioners that convenes to discuss developments in the capital markets — and society at large — has identified five issues that will be important to examine at the 68th CFA Institute Annual Conference. Read More

Posted in Behavioral Finance, Economics, Event Details, Investment Topics, Quantitative Methods, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Leave a comment