Improving Outcomes with Logic

AKA “Mr Spock: Investment Manager”

Our Head of Distribution Paul Hogg has created an interactive, educational slide deck for use with some of our adviser partners and (after lots of positive feedback) we thought it was useful to share with our readers too. As some 67% of the Investment Team are also massive geeks – Paul has utilised the universal language of Star Trek fandom to highlight some of the key ideas!

Topics Covered:

  • Common behavioural traits and biases which impact investment decision-making and lead to diminished portfolio performance.
  • The fund Alpha lifecycle and how to spot indicators of imminent decline.
  • Practical steps you can take to mitigate bias, simplify investment decision-making, and build a robust investment strategy for your clients.

View Slides

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