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Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for InvestorBiases
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  • Wiley

More About This Title Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for InvestorBiases

  • English

English

MICHAEL M. POMPIAN, CFA, CFP, is the Director of the Private Wealth Practice at Hammond Associates, an investment consulting firm serving institutional and private wealth clients. Prior to joining Hammond Associates, he was a wealth management advisor with Merrill Lynch and PNC Private Bank, and served as an investment advisor to a family office. Pompian holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP), and a Certified Trust Financial Advisor (CTFA). He is also a member of the CFA Institute (formerly AIMR) and the New York Society of Securities Analysts (NYSSA). He holds a BS in management from the University of New Hampshire and an MBA in finance from Tulane University. Pompian is a regular speaker on the subject of behavioral finance and has published several articles on the subject. He is married with two sons. He can be reached at [email protected]
  • English

English

Preface.

Acknowledgments.

Part One: Introduction to the Practical Application of Behavioral Finance.

Chapter 1: What Is Behavioral Finance?

Chapter 2: The History of Behavioral Finance Micro.

Chapter 3: Incorporating Investor Behavior into the Asset Allocation Process.

Part Two: Investor Biases Defined and Illustrated.

Chapter 4: Overconfidence Bias.

Chapter 5: Representativeness Bias.

Chapter 6: Anchoring and Adjustment Bias.

Chapter 7: Cognitive Dissonance Bias.

Chapter 8: Availability Bias.

Chapter 9: Self-Attribution Bias.

Chapter 10: Illusion of Control Bias.

Chapter 11: Conservatism Bias.

Chapter 12: Ambiguity Aversion Bias.

Chapter 13: Endowment Bias.

Chapter 14: Self-Control Bias.

Chapter 15: Optimism Bias.

Chapter 16: Mental Accounting Bias.

Chapter 17: Confirmation Bias.

Chapter 18: Hindsight Bias.

Chapter 19: Loss Aversion Bias.

Chapter 20: Recency Bias.

Chapter 21: Regret Aversion Bias.

Chapter 22: Framing Bias.

Chapter 23: Status Quo Bias.

Part Three: Case Studies.

Chapter 24: Case Studies.

Part Four: Special Topics in Practical Application of Behavioral Finance.

Chapter 25: Gender, Personality Type, and Investor Behavior.

Chapter 26: Investor Personality Types.

Chapter 27: Neuroeconomics: The Next Frontier for Explaining Investor Behavior.

Notes.

Index.

About the Author.

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