Robin Powell at HUM London 2018

How Do Passive Investors Behave?

At the Humans Under Management London 2018 event, speaker Robin Powell presented on the behaviour of passive investors, drawing on his extensive experience in investment content creation.

The talk focuses on the challenge financial advisers face in understanding how passive investors respond to market fluctuations and the implications for client relationships. It highlights the importance of addressing investor behaviour in a landscape increasingly dominated by passive investing.

Key insights include:

- Passive investors generally exhibit better behaviour than active investors, particularly during market downturns.

- The misconception that active management provides downside protection is debunked with historical evidence showing that active funds often underperform in bear markets.

- Advisers can enhance client outcomes by providing educational content and behavioural coaching, allowing clients to better navigate market volatility.

Watching this video will equip financial advisers with practical strategies to improve client communications and foster a deeper understanding of investor behaviour, ultimately enhancing client trust and retention.

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