Interactive seminars and continuing development training programs to improve individual and group investment decision making
Consulting and advisory on matters relating to the investment decision process, change management, client relationship management, influencing manager selection and retention, and client risk profiling
Regular briefings on the latest findings and insights of behavioural research
Guidance in exploiting systematic investor preferences at the aggregate level, through its implications for asset pricing and for product marketing
Keynote speaking, investor roadshow support, corporate offsite events, and client conferences, e.g., for asset owners, consultants, financial advisers, etc.