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Behavioral Finance for Private Banking, 2nd Edition

June 2018

Beginner

256 pages

7h 7m

English

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NOTES
2.1 INFORMATION SELECTION BIASES2.2 INFORMATION PROCESSING BIASES2.3 BIASES AFTER RECEIVING FEEDBACK2.4 ARE MORE HEADS SMARTER THAN ONE?2.5 SUMMARY OF BIASES2.6 CONCLUSIONNOTES
3.1 WHAT IS FINANCIAL CULTURE?3.2 THE INTRA STUDY3.3 CONCLUSIONNOTES
4.1 THE HUMAN BRAIN4.2 INSIGHTS FOR BEHAVIORAL FINANCE4.3 MODERATION OF BIASES4.4 CONCLUSIONNOTE
5.1 A CASE STUDY5.2 DESIGN OF DIAGNOSTIC QUESTIONNAIRES5.3 KNOWLEDGE AND INVESTMENT EXPERIENCE5.4 PSYCHOLOGY AND EMOTIONS5.5 CLIENT'S DIAGNOSTIC PROFILENOTES
6.1 INTRODUCTION6.2 A (VERY) SHORT HISTORY OF DECISION THEORY6.3 EXPECTED UTILITY6.4 MEAN‐VARIANCE ANALYSIS6.5 PROSPECT THEORY6.6 RATIONALITY OF MEAN‐VARIANCE AND PROSPECT THEORY6.7 THE OPTIMAL ASSET ALLOCATION6.8 COMPARING THE DECISION THEORIES6.9 CONCLUSIONNOTES
7.1 INTRODUCTION7.2 CASE STUDY7.3 THEORY OF PRODUCT DESIGN7.4 STRUCTURED PRODUCTS DESIGNED BY CUSTOMERS7.5 CONCLUSIONNOTES
8.1 TIME DIVERSIFICATION8.2 REBALANCING8.3 CONCLUSIONNOTES
9.1 CASE STUDY9.2 CASE STUDY WERNER BRUNI9.3 CONSUMPTION SMOOTHING9.4 THE LIFE‐CYCLE HYPOTHESIS9.5 THE BEHAVIORAL LIFE‐CYCLE HYPOTHESIS9.6 CONCLUSIONNOTES

10.1 RISK‐PROFILING METHODOLOGIES10.2 COMPARING RISK‐PROFILING METHODOLOGIES10.3 A CASE STUDY10.4 THE RISK DIMENSIONS10.5 BEHAVIORAL RISK PROFILER10.6 RISK PROFILING AND ITS REGULATION10.7 CONCLUSIONNOTES
11.1 BENEFITS11.2 IMPLEMENTATION11.3 REGULATORY REQUIREMENTS11.4 STRUCTURING THE WEALTH MANAGEMENT PROCESS11.5 RELEVANCE OF DIFFERENT THEORIES11.6 COMPLYING WITH THE REGULATORY REQUIREMENTS11.7 INFORMATION TECHNOLOGY IN CLIENT ADVISORY SERVICESNOTES
12.1 HISTORY OF FINTECH12.2 CURRENT STATE OF FINTECH12.3 ASSESSMENT OF FINTECH SOLUTIONSNOTE
13.1 CASE STUDY 1: STRUCTURED WEALTH MANAGEMENT13.2 CASE STUDY 2: EXPERIENCE SAMPLING13.3 CASE STUDY 3: GOAL‐BASED APPROACHNOTE
15.1 PROOF THAT EXPECTED UTILITY SATISFIES THE AXIOMS OF RATIONAL CHOICE15.2 DERIVATION OF THE FOURFOLD PATTERN OF RISK TAKING15.3 MEAN‐VARIANCE AS A SPECIAL CASE OF PROSPECT THEORY15.4 PROSPECT THEORY OPTIMAL ASSET ALLOCATION15.5 NO TIME DIVERSIFICATION THEOREMNOTES

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Robert Parrino, David S. Kidwell, Thomas W. Bates

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