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Generology: The Art and Science of Multi-Generational Investing

Session Speakers
Session Description

Why Attend
Learn how to apply behavioral finance concepts into real life solutions for your practice.

Session Details
In the age of robo investing, new DOL fiduciary rules and a multi-billion-dollar generational asset transfer on the horizon, it’s imperative for advisors to master more “human” skills. This brings the field of Behavioral Finance to the forefront. While the science of Behavioral Finance becomes more mature, the art of applying its principles can get complicated. Do your clients want an experience that delivers less risk, less volatility, less stress and angst? Probably so! But the truth is, depending on their generational profile, “less risk” might not be the experience they truly need to meet their goals. How do you reconcile that? This presentation will provide strategies to help you balance a client’s emotional and financial needs. We’ll examine how to blend (and mend) the psychological biases that trip investors up – with the generational and social constructs that add layers of complexity to investment decisions. The result? You’ll learn how to design and implement a more customized investing experience that your clients want…and need.

What are the major learning outcomes/actionable ideas for this session?

  • Understand investing biases from both scientific and social perspectives
  • See how biases play out in the markets with examples from current events
  • Discover how multi-generational clients’ experiences shape their investing behaviors
  • See how to factor your clients’ emotional, cognitive and social biases into portfolio modeling and communication

For more information, please visit www.csimfunds.com/toolkit

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs, CPE-1.5 hrs
1h 15m
Sponsored By


Booth: 925
Session Schedule