Bridge over ocean
27 March 2007 Multimedia

What Wealth Managers and Their Clients Need to Know about Behavioral Finance

  1. Meir Statman, PhD

Meir Statman discusses why understanding behavioral finance traits is important for managers and their clients, what behavioral considerations should be accounted for in creating and maintaining investment policy, and how to assess and communicate your client's risk profile and minimum acceptable return. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.

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