ImplIcatIons from ExpErImEntal BEhavIoral fInancE for ImprovIng portfolIo sElEctIon

نویسنده

  • robert mcDonald
چکیده

The evidence on limited computational ability implies that investors will have difficulty making optimal choices when information requires complex processing, such as aggregating risks across investments or time. The implication for investment advisors is that information should be processed and presented in a format that simplifies optimal choices. For example, individual investments could be aggregated into portfolios instead of presented separately. Horizon specific return projections could be made instead of presenting annual return information. An advisor could ask for the investor’s preferences across efficient portfolio choices instead of expecting investors to build efficient portfolios by themselves. These observations suggest, for example, that appropriately designed and communicated lifetime funds may improve investor choices.

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تاریخ انتشار 2010