Podcast 004: Greg B. Davies on Behavioural Investing and Application to Financial Planners

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It’s common knowledge that one key area that financial planners can add value to clients is in helping them close the so called Behaviour Gap

The problem is there is actually very little in the way of a practical framework to help planners take account of their clients’ behavioural tendencies and biases.

That’s until a recently when the team at Barclays published a paper titled Overcoming the cost of being human (or, the pursuit of anxiety adjusted returns), which provide a very practical framework for planners to take account of client behavioral biases when building portfolios.

Greg B Davies, Head of Behavioural Investments at Barclays  and the author of this report. He is also the author of the book Behavioral Investment Management: An Efficient Alternative to Modern Portfolio Theory.

In this podcast, Greg lays out a clear framework help planners take account of their clients’ biases in their investment process, including some ideas that planners can use i with clients immediately.

Abraham Okusanya

Director

Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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