Practical analysis for investment professionals

Behavioral Finance


Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.

Meditation Tips for Investment Professionals: Visualization Meditation

Visualization meditation, or creative visualization, is a basic meditation practice that features a tremendous variety and depth of techniques.

How to Manage Clients’ Emotional Reactions to Market Stress

Identifying a client’s emotional profile and understanding how those emotions influence financial decisions can help advisers keep the client on course through difficult times.

Is Your Gray Rhino Plan in Place?

Author Michele Wucker recommended financial professionals spend less time focused on potential black swans and more time addressing gray rhinos — the threats we can see charging right at us.

C. Thomas Howard: “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.

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?

The Active Equity Renaissance: Renaissance Investment Management Firms

The primary focus of the renaissance investment management firm is delivering the best possible investment performance, not on scaling for scaling’s sake, C. Thomas Howard and Jason Voss, CFA, explain in the latest entry in The Active Equity Renaissance series.

The Active Equity Renaissance: Renaissance Portfolio Management

Dismantling the finance industry’s closet indexing factory is a critical step in The Active Equity Renaissance, C. Thomas Howard and Jason Voss, CFA, observe.

The Active Equity Renaissance: Behavioral Financial Markets

Jason Voss, CFA, and C. Thomas Howard have questioned many orthodoxies of modern portfolio theory (MPT). But what do they propose to take their place? Behavioral finance.

Meditation Tips for Investment Professionals: Focused Awareness

Focused awareness meditation asks practitioners to focus their awareness singularly on one object. Among the benefits for investment professionals is an improvement in mental focus and clarity.



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