How to Build Wealth with a Behavioral Approach to Portfolio Construction

Part 2 of 2 | Behavioral Finance Webinar Series with Envestnet, Swan Global Investments & AthenaInvest

While it's important to incorporate behavioral finance in your client relationship management, it is even more important to construct portfolios with behavioral finance in mind.

View this webinar recording to:

  • Learn why portfolio planning can help eliminate costly behavioral mistakes  
  • Identify industry conventions that work against the goal of growth
  • See why traditional approaches to portfolio management are not working
  • Recognize the importance of a dynamic portfolio to prepare for market changes
  • Understand how to incorporate behavioral factors into portfolio design
  • Review strategies designed to address investor behaviors

- C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest
- Marc Odo,  CFA®, FRM, CAIA, CIPM, CFP®  Client Portfolio Manager of Swan Global Investments  
- Lambert Bunker, Vice President AthenaInvest 
- Moderator: Jean Heath, Managing Director, Head of Asset Manager Network, Envestnet



Download the slides here.