Close

For investment professionals only. By continuing to use this site, you agree to our T&Cs, Privacy Policy, and Cookies. We have invited leading wealth managers and investment companies to produce and sponsor videos for this website. This is not independent content.

Skip to main content
CFA Society South Africa

Sign in to your account

Don't have an account? Register here
Sign in

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

|

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