Embed Size (px)
Citation preview
May | 2017
These foolish things…
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
These foolish things…
We are all slaves to our behavioural
weaknesses
Investing is an emotional battle
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
1 Portfolio: 45% MSCI World Index (net div.), 9% MSCI Emerging Markets (net div.), 6% S&P Global REIT, 40% Citigroup World Government Bonds Index (1-5) hedged to GBP. Data source: Morningstar.
2 This figure is after annual costs; however, it does not take into account any initial or exit costs - IA Targeted Absolute Return sector average. Data source: Finan-cial Express.
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
Understanding ourselves - and the impact
of evolution - helps Behavioural challenges and how to deal
with them
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
Illusions
Too muchactivity
Blame
Inappropriaterisks
Biases
InadequateFacts
Unanticipatedoutcomes
Intuitive decision-making
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
The solution: process, process, process
May | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
April | 2017
Bloomsbury Wealth and Bloomsbury are trade names of Raymond James Investment Services Ltd (Raymond James) utilised
under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the
Financial Conduct Authority. Registered in England and Wales number 3779657.
Registered Office Broadwalk House, 5 Appold Street, London, EC2A 2AG.
End notes
