Tackling Investor Biases: Classic to Cutting Edge Behavioral Finance Concepts – American Century Investments – 11.14.23

Overview:
Title: Tackling Investor Biases: Classic to Cutting Edge Behavioral Finance Concepts
Date: Tuesday, November 14, 2023
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

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Financial advisors are constantly encountering emotional biases among their clients. If left unchecked, such biases can get in the way of a good investment experience. Being equipped to spot emotional biases may help advisors keep their clients on track.

Join Avantis Investors® and Hal Hershfield, Ph.D., Professor of Marketing and Behavioral Decision Making at UCLA’s Anderson School of Management, as they examine research on investor biases:

  • Foundational concepts and how advisors might identify biases in investors
  • Emerging behavioral research topics that are garnering widespread attention
  • Bridging the divide between the field of academic study and the issues that matter most to advisors

Speakers:
Hal Hershfield, Ph.D Hal Hershfield, Ph.D Professor of Marketing and Behavioral Decision Making UCLA Anderson School of Management

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Jeromey Thornton, CFA Jeromey Thornton, CFA Senior Investment Director Avantis Investors

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The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments.

This information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for investment, accounting, legal or tax advice.

For Financial Professional Use Only/ Not for distribution to the public.

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