The theory of behavioral finance and cognitive science and how it applies to practical decision-making in our personal lives and within portfolio management. We also review how technology and habits can be used to mitigate or reduce the effect of unconscious bias.
It exists — we just proved it.
New Top 5 announced in industry’s leading skill-based portfolio manager ranking.
Top portfolio managers extend win streak, consistent with new research into the persistence of investment skill.
Unlike past portfolio performance, this measure of investment decision-making skill exhibits a statistically-significant relationship into the future.
Latest results suggest that portfolio manager investment skill persists over time.
It’s the standard for reporting, but when it comes to identifying actual decision-making skill — whether you’re a portfolio manager or an allocator of capital — performance attribution leaves a lot to be desired. But there’s an alternative: decision attribution.
New assessment shows sharp increase in active portfolio managers who added value through their decision-making.
In today’s market environment, investors are seeking openness and a thoughtful plan for future improvement — not past perfection.
How do you show investors your prudence and discipline in managing their capital when your performance-based metrics don’t tell a great story?
These five equity portfolio managers demonstrated exceptional skill in a challenging year.
