Allgemein – BehaviorQuant

FOR ADVISORS & INVESTMENT PROFESSIONALS · 3 MIN

Does the portfolio still fit the client?

ESMA aims to simplify the retail investor journey; at the same time, model portfolios are growing rapidly. It will be crucial to better convey risk in advisory services and portfolio communications.

FOR ADVISORS · 3 MIN

When Clients Reach Out After Market Turbulence. Are You Prepared?

EY Global Wealth Research 2025: 52% of wealthy clients contacted their advisor after market events. The decisive factor is how well advisors are prepared for that conversation.

FOR ADVISORS · 4 MIN

The New Financial Power of Women

Women control more and more wealth — what matters is whether advice truly understands their goals, values, and decision logic.

FOR ADVISORS & INVESTMENT PROFESSIONALS · 4 MIN

More Information. Not Automatically Better Investment Decisions.

Why more data in uncertain markets often leads to less clarity.

FOR ADVISORS & INVESTMENT PROFESSIONALS · 2 MIN

Why Even Smart Investors Make Bad Decisions

Many people invest less than they could. The reason is rarely risk — but uncertainty.

FOR ADVISORS & INVESTMENT PROFESSIONALS · 3 MIN

The Era of Evidence: Making the Behavior Gap Measurable

What investors say — and what they actually do under stress. Why behavior now needs to be measurable.

FOR INVESTMENT PROFESSIONALS · 2 MIN

Good Outcomes Are Not Random

At the beginning of a new year, attention naturally turns to outcomes: performance figures, rankings, and comparisons. Yet outcomes alone do not explain how