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Building Better Portfolios with Behavioral Finance

Session Speakers
Session Description

Why attend:
Gain insight into behavioral finance principles and how you can apply them in portfolio solutions to help keep clients on track, while improving your value proposition in the process.

Session details:
Studies show that demographic and social influences affect investing choices. With a behavioral finance-focused approach to portfolio construction, advisors can help mitigate the potentially negative effects of biases,and ultimately help foster more constructive client behavior. In a panel discussion, three subject-matter experts will offer insights into how behavioral finance can enhance portfolio solutions along with practical and actionable strategies to help manage client biases. Discover:

  • How advisors are incorporating behavioral finance in portfolio construction decisions and client interactions
  • Practical tips for employing behavioral finance concepts and how they can help generate better client outcomes
  • Investment strategies and asset allocation approaches that can help keep clients on track and shield them from their worst impulses


Charles Schwab Investment Management is an affiliate of Charles Schwab & Co., Inc. and a subsidiary of The Charles Schwab Corporation.

For Institutional Use Only.

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc.

Henry Lao and Mercer Advisors are not affiliated with Charles Schwab Investment Management, Charles Schwab & Co or the Charles Schwab Corporation. (0919-9KET)

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

Booth: 1013
Session Schedule