Evaluating customer behaviour in the markets

Context

While the laws and theories that characterise finance and investment are mainly mathematical and rational, those who make the markets - the people - rarely are.

Behavioural biases negatively affect portfolio performance and risk assessment. Understanding the main behavioural biases and acting to moderate them can improve portfolio quality, avoid certain risks and improve client relationships.

This course, illustrated with numerous examples and tools, will help identify and moderate one's own irrational decisions as well as those of one's clients in order to improve the quality of advice, the relationship with the client and the performance of the investment.

Key objectives

1. Definition of a risk profile
2. Risk profile and client typology models
3. Common behavioural biases
4. Impact of bias on investment decisions

Target audience

Stakeholders

ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.