NEWS AND INSIGHTS

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by Sophie Temperton | November 19, 2018 | Portfolio Insights

Portfolio Insights October 18 – Familiarity Bias

In this article we discuss familiarity bias, a type of mental shortcut that substitutes the correct answer with what’s familiar rather than what’s right. This can often lead to excessive risk and poor decision making and many portfolios betray the effect of familiarity bias in their construction.

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by Dan Miles | October 31, 2018 | Portfolio Insights

Portfolio Insights July 17 – Dig deeper before diving in (Part 2)

Not all investment managers and consultants are the same. In this final installment of a two-part series, Innova’s Dan Miles considers the benefits – and risks – they bring to managed accounts.

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by Dan Miles | October 31, 2018 | Portfolio Insights

Portfolio Insights July 17 – Dig deeper before diving in (Part 1)

Managed Accounts offer many benefits. In the first of a two-part series, Innova’s Dan Miles shows why and compares in-sourced versus outsourced investment management.

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by Dan and Dinyar | October 30, 2018 | Quarterly Outlook

December 18 Quarterly Outlook

Dan Miles & Dinyar Irani discuss Innova’s asset allocation positioning and their market outlook for the December Quarter.

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by Dan Miles | September 18, 2018 | Portfolio Insights

Portfolio Insights September 18 – Mental Accounting (Part 2)

Bucketing can help investors stay the course during tough market conditions, but can it also boost long-term investment returns? In the second part of this series, Dan Miles explains how it can deliver on both front.

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by Dan and Dinyar | September 18, 2018 | Quarterly Outlook

September 18 Quarterly Outlook

Dan Miles & Dinyar Irani discuss Innova’s asset allocation positioning and their market outlook for the September quarter

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by Dan Miles | August 18, 2018 | Portfolio Insights

Portfolio Insights August 18 – Mental Accounting (Part 1)

Every dollar is equal in value – at least until it is held by an individual. Each person is riven with emotions, desires and goals that change their perceptions about the value of money. They place it in buckets, often based on the source of the money and its intended use. It’s a process also known as ‘mental accounting’ and the ways it can work against investors are well known.

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by Dan Miles | July 18, 2018 | Portfolio Insights

Portfolio Insights July 18 – Framing Bias

Information can mean different things depending on how it’s presented. Dan Miles says the industry needs to start giving Advisers the tools so clients can see the big picture.

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