Traditional finance, based on the hypothesis of efficientmarkets and the optimization of statistical figures such asmeans and variances, suggests that investing has a lotto do with mathematics. However, behavioral finance hasput the spotlight back on people. People make mistakes –even in investment decisions, which results in inefficienciesat market level. Based on behavioral finance, investment is80% psychology.In the meantime, behavioral finance has created methodsthat help investors identify their typical mistakes, while findingthe right portfolio for them. The hope is that as manyinvestors as possible will make use of this and the marketswill become as efficient as traditional finance assumes.However, the saying “There's no such thing as a free lunch”will always apply.
Please download here the full research paper, written in a cooperation from our Co-Fouder Professor Dr. Thorsten Hens and Credit Suisse.
Investors are not always rational—emotions, biases, and psychological tendencies often influence their decisions. As wealth managers, it's crucial to recognize and guide clients through these behaviors to achieve better financial results.
July 17, 2024 - Lisbon/Baar/Astana - We are excited to announce a new collaboration between Yainvest, a leading innovator in applied behavioral finance technologies for wealth management, and Unowa, a recognized provider of inclusive educational solutions. Together, we are launching new inclusive educational courses that will teach Swiss wealth management know-how in primary schools in developing markets.
April 30, 2024 – Cham/Baar/London – Etops, a leading financial services provider, and Yainvest, a third-generation behavioral finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.