Building future-proof portfolios requires emotional agility

Susan David  |  Harvard Medical School  |  22 August 2018  |  0.75 CE

The future is, by definition, uncertain – as is the nature of financial markets. This, along with the current Australian financial services environment, powerful secular and structural trends, and clients’ often conflicting goals, combine to create a high degree of ambiguity and complexity (often causing fear and stress) for practitioners and advocates as they strive to build quality investment portfolios. To cope and prosper in such an environment, we need to be emotionally agile, in order to align our values and actions and, in turn, help investors achiev...

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Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.

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