
Sign up to save your podcasts
Or


The finology domain has been the focus of considerable research and innovation in the past decade. Investigations into investor biases, beliefs, and behaviours - and the implications for investor portfolios and the adviser-client relationship - continue to evolve and yield important insights. Moreover, expectations related to "know your client" and "know yourself" have risen considerably in recent years, with many new possible skills, techniques, and strategies with which investment advisers can (or should) be proficient. The Forum created the Finology Benchmarking Indices (FBI) as a critical input into continuing professional and practice development. The FBI encourages reflection on your mastery of the finology domain and how well you are integrating finology concepts, techniques, and self-awareness, into your practice. It also provides meaningful points of comparison with peers. The FBI benchmark dataset as a whole, representing more than 450 investment advisers from Australia and New Zealand, offers an intriguing snapshot into finology proficiency and practice that may challenge your assumptions. Knowledge and proficiency in finology is essential to knowing yourself and your clients – and to developing ever better relationships with clients to help them achieve their goals. Finology benchmarking matters! - Rob Hamshar, Portfolio Construction Forum. Earn 0.75 CE/CPD hrs on Portfolio Construction Forum
By Portfolio Construction ForumThe finology domain has been the focus of considerable research and innovation in the past decade. Investigations into investor biases, beliefs, and behaviours - and the implications for investor portfolios and the adviser-client relationship - continue to evolve and yield important insights. Moreover, expectations related to "know your client" and "know yourself" have risen considerably in recent years, with many new possible skills, techniques, and strategies with which investment advisers can (or should) be proficient. The Forum created the Finology Benchmarking Indices (FBI) as a critical input into continuing professional and practice development. The FBI encourages reflection on your mastery of the finology domain and how well you are integrating finology concepts, techniques, and self-awareness, into your practice. It also provides meaningful points of comparison with peers. The FBI benchmark dataset as a whole, representing more than 450 investment advisers from Australia and New Zealand, offers an intriguing snapshot into finology proficiency and practice that may challenge your assumptions. Knowledge and proficiency in finology is essential to knowing yourself and your clients – and to developing ever better relationships with clients to help them achieve their goals. Finology benchmarking matters! - Rob Hamshar, Portfolio Construction Forum. Earn 0.75 CE/CPD hrs on Portfolio Construction Forum