Strategic Partnership Brings Behavioral Intelligence Directly into Investment Decisions

We’re pleased to announce a new strategic partnership with Quantlake, a platform offering professional-grade, systematic investing to individual investors.

This collaboration marks the first time that personalized ETF portfolios are generated based on each investor’s actual behavioral risk profile – not just financial data or standard risk scoring. By embedding BehaviorQuant’s analytics into the Quantlake platform, this partnership introduces a new level of personalization and intelligence into the investment journey.

Why this matters for investors

Traditional platforms assume rational decisions. But we ALL know that behavior plays a central role in investment success. Our BQ Advisory solution captures how investors think, feel, and act under uncertainty—making it possible to deliver investment recommendations that are psychologically aligned and financially sound.

Investors can now complete a short BQ assessment and receive personalized portfolio suggestions that reflect both their behavioral risk profile and their financial capacity. This is a major step toward smarter, more human investing.

What’s new

Behavioral risk profiling based on decades of research
Direct portfolio alignment with investor psychology
A seamless digital experience helping investors stay on track—especially when markets are volatile

In 2024, the average equity investor underperformed the S&P 500 by over 8% ^[1]. The challenge isn’t the markets—it’s investor behavior: Emotional decisions, reactive responses to market volatility, or clinging to familiar patterns repeatedly lead to losses. This is exactly where the partnership between BehaviorQuant and Quantlake comes in: For the first time, behavioral analytics are integrated directly into an investment platform – enabling portfolio recommendations that are aligned with each investor’s actual risk behavior.

^[1] DALBAR, Quantitative Analysis of Investor Behavior 2024

Industry recognition and media coverage

This step forward in behavioral investing has already received strong media interest, including:
– AP News
– Benzinga
– New York Newswire
– Canada Finance Journal
– FinTech World Post
– Investor World Review
– And many others through global distribution channels including Bloomberg Terminal and Moody’s

Why this is important for you

This collaboration demonstrates how BehaviorQuant’s analytics extend from institutional decision-making into client-facing platforms—delivering measurable impact and greater alignment between investor behavior and investment outcomes.

If you’d like to learn more about integrating behavioral intelligence into your platform, advisory service, or investment process, we’d be happy to explore it with you.

The BehaviorQuant Team

Dive into the World of Behavioral Finance and Stay Informed!

Are you eager to delve deeper into the fascinating realm of Behavioral Finance, while staying in the know about the latest breakthroughs and exclusive offers?

Join us for a newsletter packed with top insights. We respect your time – only the best content, once a month. Subscribe now!