A Behavioral Approach to Portfolio Construction - Education Resources
A behavioral approach to portfolio construction views the investment management process through the lens of behavior. Just as successful advisors create a reassuring behavioral client experience, investment professionals can infuse behavioral factors throughout the portfolio management process.
Strategy, Consistency and Conviction: A Behavioral Approach to Portfolio Construction
These resources provide guidance on applying behavioral science to portfolio construction using a formalized framework known as Behavioral Portfolio Management.
On-Demand Webinar: Strategy, Consistency and Conviction: A Behavioral Approach to Portfolio Construction
Presentation: Strategy, Consistency and Conviction: A Behavioral Approach to Portfolio Construction
IWI Article: Harnessing Behavioral Factors in the Investment Process: Behavioral Factors for Picking Equity Managers and Stocks
Behavioral Wealth Advisor Article: From Plan to Portfolio
The Behavioral Wealth Advisor Education Resources
Behavioral Analyst Webinars
Return of the Active Manager: A Behavioral Approach
Behaviors Move Markets: How this Proven Behavioral Tactical Strategy Capitalizes on Opportunities
Behavioral Analyst Articles
Behavioral Finance Applied: Strategies, not style boxes
Investment Strategy: Strategy-Based Framework Improves on Style Grid
Investment Strategy: A Powerful New Foundation
Investment Strategy: Strategy-Based Portfolio Construction
Investment Strategy: Identify the Best Active Equity Funds
Investment Strategy: When Does Stock Picking Work?
Investment Strategy: The Best Ideas of the Best Funds
Investment Strategy: Strategy Preference Can Indicate Expected Stock Market Return
Can Behavioral Factors Improve Tactical Performance?
Interview: Proven Tactical Allocation Strategy Driven by Behavioral Crowds
Why Most Equity Mutual Funds Underperform and How to Identify Those that Outperform
Behavioral Advisor Articles
The Best Strategies for Building Wealth
How Long Can A Good Fund Look Bad?
Is Your Portfolio Global Mush?
Diversify by Strategy to Stay on Track
Use Needs Rather than Fear for Allocation
Look Beyond Cost for Active Management
Exceptional Performance is Turbulent
Behavioral Finance Books by C. Thomas Howard PhD
Behavioral Portfolio Management: How successful investors master their emotions and build superior portfolios by C. Thomas Howard PhD
Return of the Active Manager: How to apply behavioral finance to renew and improve investment management by C. Thomas Howard PhD and Jason A. Voss, CFA
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Behavioral Viewpoints features new topics each month which are intended to help advisors and investors gain a deeper understanding of how behavior shapes the investing landscape.