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Behavioral Finance
Understanding the Motivations for Personalized Sustainable Investing
Curated content for RIAs.
Approaches that promote a more sustainable society and economy align to a given client’s personal view—and it’s important for an advisor to understand each client’s objectives and preferences.
Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Client Experience
Valuation: The Key to Understanding Past and Expected Returns
All investment strategies will experience times of underperformance. If investors trade out of a portfolio after it underperforms, they lock in those losses—something that can destroy wealth over time. Often periods of underperformance are followed by rebounds. But when might an investor expect a portfolio to rebound?
Sustainable Investing
Demonstrating a Commitment to Sustainable Investing
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to their clients. Paul Arnold, Portfolio Manager, and Dan Kemp, Chief Investment Officer, EMEA, discuss how advisors can better understand why ESG is important to a client–whether it’s the expression of one’s values or something else.
Behavioral Finance
Rules as Tools: Using Heuristics to Help Empower Financial Success
People often use simple mental shortcuts, also called heuristics, when they make everyday decisions. But can these rules of thumb improve financial well-being? We studied commonly used rules of thumb in four financial categories (saving, spending, investing, and debt management).
Sustainable Investing
Does ‘ESG’ Mean the Same Thing to You and Your Client?
This piece is approved to use with clients.
It's vital for financial advisors to be able to understand which values are important to each client, and to be able to meet each client's need with a portfolio that addresses their values.
Behavioral Finance
GameStop, Reddit, and Robinhood vs. Investing for the Long Run
This piece is approved to use with clients.
Expecting massive, short-term stock price increases is speculation, not investing. At Morningstar Investment Management LLC, we believe recent investing behavior, perhaps exacerbated and amplified by social media, is concerning. Here's why we think this behavior highlights the value of working with an investment professional for sound, long-term financial planning.