We recently partnered with XY Adviser to deliver a five part educational podcast about behavioural investing featuring Dan Miles, Patricia Garcia, Dr Katherine Hunt and David Bell.

Episode one explores the different behavioural biases in investment decision making, from recognising them to discussing them with your clients. You can download this episode using the links below:

Spotify / Youtube / Apple Podcast

Episode two covers Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can take on a goals-based approach. You can download this episode using the links below:

Spotify / Youtube / Apple Podcast

Episode three tackles values-based decision making, from understanding what motivates your client’s actions and behaviours to finding investments that reflect your client’s goals and values. You can download this episode using the links below:

Spotify / Youtube / Apple Podcast 

Episode four discusses Risk Profiling and Advisers Investment Philosophy, including where you can start, and where you should stop. You can download this episode using the links below:

Spotify / Youtube / Apple Podcast

Episode five takes on “Not So Modern” Portfolio Theory and discusses the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients. You can download this episode using the links below:

Spotify / Youtube / Apple Podcast