Greg Davies at HUM London 2018
Anxiety Adjusted Returns - Overcoming the Cost of Being Human
At the Humans Under Management London 2018, Greg Davies presented on the importance of applying behavioural finance principles in investment strategies. With over a decade of experience, Davies is a thought leader in the field.
The talk focuses on the challenge of maximising anxiety-adjusted returns rather than traditional risk-adjusted returns. It addresses how emotional responses to market fluctuations can impact investment decisions and client satisfaction.
Key insights include:
- Understanding that different investors can achieve the same returns but have vastly different emotional experiences throughout their investment journeys.
- The need to measure risk tolerance accurately, recognising that emotional states can skew assessments.
- Developing tools to help clients make better decisions by pre-programming their future decision-making processes.
- Emphasising the importance of tailoring communication to individual clients based on their psychological profiles.
Watching this video will equip financial advisers with practical strategies to enhance client relationships and improve decision-making processes, ultimately fostering better investment outcomes.
