Bridge over ocean
21 May 2013 Multimedia

The Journey Matters

Utilizing Behavioral Finance in the Management of Client Portfolios

  1. Peter Brooks, PhD

Peter Brooks discusses how to “behavioralize” rational, classical finance, in order to create a useful framework to guide portfolio optimization for “irrational” clients. He focuses on various important topics such as understanding the cycle of market emotions and assessing the client’s financial personality to lessen anxiety and increase comfort in holding the optimal portfolio.

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.