Behavioral Finance for Private Banking, 2nd Edition

Index

•  
• Acker, D., 42
• active strategies, 23
• active trading, 17, 22
• ad‐hoc methodology, 148
• advice, 3, 92, 139, 142, 146–148, 150, 152, 166, 167, 169, 171, 172, 174–178, 188, 202–204, 207, 209, 220
• advisor, 3, 10, 23, 26, 27, 30, 32, 46, 51–53, 58, 59, 62–65, 67, 68, 92, 96–99, 102, 103, 121, 129, 138, 147, 148, 166, 167, 171–178, 181, 182, 192, 194, 196–199, 201, 202, 204, 207, 211, 212, 217, 219
• affinity bias, 29
• age rule, 126, 129, 142
• Aggarwal, R. K., 35
• Allais paradox, 75, 76, 84, 85, 102
• anchor, 19, 61
• anchoring bias, 19, 61
• anomalies, 2
• arbitrage, 1, 2, 110, 111
• artificial intelligence (AI), 151
• asset allocation, 5, 68, 69, 76, 91–102, 105, 116, 125–135, 147, 156, 162–165, 171, 181, 182, 187, 191–193, 204, 206, 207, 211–213, 215, 217, 219, 224–226
• asset allocation puzzle, 92, 93, 96
• asset split, 135, 156, 161, 181, 182, 196, 209, 212
• attention, 2, 7, 10, 20, 60, 219
• attention bias, 6–7, 36
• attention‐driven investments, 10
• attention‐grabbing, 10
• attitude toward losses, 158–159
• attitude toward uncertainty, 159–161
• availability, 10, 57
• availability bias, 10, 36, 57
• average gain, 94
• average loss, 94
• axiom, 71, 75, 76, 85, 87, 88, 102, 221–222
• Ayton, P., 17

•  
• Bachmann, K., 33, 149, 152, 167, 174, 178, 196
• backward looking, 28
• Barber, B. M., 23, 30
• Barberis, N., 27, 28, 85
• Baron, J., 33
• barrier reverse convertible, 119, 120
• base rate, 12–14, 34
• base rate fallacy, 13, 50
• Baucells, M., 25
• beat the market, 11, 17
• Beebower, G. L., 147
• behavioral client, 165
• behavioral efficient ...