Personal Benchmark: Integrating Behavioral Finance and Investment Management

Index

• Absolute return strategies
• Accenture report (2012)
• Account snapshot, in Brinker Capital website
• Accumulation bucket
• Action, in Redhead model
• Activation, in Redhead model
• Active management strategy
• Active manager:
  • management and
  • selection of
  • successful, traits of
• Advisors. See also Investment managers
  • adherence to market benchmark
  • Dalbar's recommendations to
  • over the last thirty years
  • Personal Benchmark and
  • responsibilities of
  • skilled
  • tailoring portfolio to benchmark
• Advisory practice, through financial planning
• Affect, risk and
• AG Becker
• “Ambiguity aversion,”
• America:
  • economy in
  • financial markets in
  • post-World War I
  • post-World War II
  • risk and
• American Institute of CPAs (AICPA 2012)
• American Psychological Association
• Americans, certainty and
• ’“An Essay toward Solving a Problem in the Doctrine of Chances” (Bayes)
• Anxiety, managing
• Ariely, Dan
• Arlow, Jacob A.
• “Asch Conformity Experiments”
• Asch Solomon
• “Aspiration” needs, in Behavioral Portfolio Theory
• Asset allocation frameworks
• Asset classes. See also Brinker Capital multi-asset class investment
  • anticipated performance
  • broad diversification across and within
  • developing
  • macroeconomic environment and,
  • neutral
  • non traditional
  • performance of
  • strategy selection
  • within themes and opportunities
  • traditional
• Asset growth, in retirement and 529 plans
• Attenborough, David
• “Autonomy,” concept of
• Availability heuristic

• Baby Boomers
• Backfill bias
• Bacon, Sir Francis
• Balanced funds
• Balanced portfolios
• Barclay's Aggregate ...