Are you Proud of Your Portfolio?

Pensions and emotions – really?!

Herding, anchoring, group think… there are a variety of ways in which human emotions and beliefs can affect investment decisions. Aon’s 2016 seminar, in association with Pensions Age, explored factors that affect how trustees and investment professionals respond to their portfolios.

• Behavioural finance analysts helped attendees to understand potential traps when it comes to making investment decisions.
• Our speakers examined emotional, analytical and economic factors that could affect the way in which schemes view their portfolio.
• Investment experts worked with trustees to show how all of these factors can be brought together to build a full picture of investment decision-making.

Click here to view the presentations from the day and start thinking about how similar factors could be affecting your scheme’s decision-making.

Aon is committed to helping trustees improve their investment governance. Our research and tools in this field include:

Equity portfolios – follow your beliefs - different pension schemes require different approaches. This short paper shows that the key is to make your strategy accurately reflect your own beliefs - and your scheme well governed.

Mapping the trustee landscape – our research into how trustees make investment decisions, in conjunction with Leeds University Business School. .

You’ll find a full list of our services and research insights on the right hand side of this page, or contact us to find out more.

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