CFA Society South Africa

CPD Verifiable: Behavioural Finance - The Ethical implications of Behavioural Finance studies on investments

June 23, 2022 | 1h 25m 32s

Learning: Ethics & Practice Standards

As Behavioural Finance or Behavioural Economics grows in the finance industry, companies have teams with strategies on how to educate and nudge clients, to make better financial decisions. However, there can be unintended consequences where there isn’t shared value creation by these interventions. Therefore, the success of Behavioural Finance strategies must be viewed through an Ethical lens.

Professor Evan Gilbert, Strategist (Investment Management and Technology) at Momentum Investments and Amy Jansen, Behavioural Solutions at Nedgroup Investments share their insights with moderator Jennifer Henry, CFA, CFA Society South Africa President