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An Advisor's Guide to Behavioral Finance
Behavioural Finance - The Psychology of Investing
Investor Psychology in Capital Markets
Prospect Theory An Analysis of Decision under Risk
Risk tolerance questions to best determine client portfolio allocations
The Framing of Decisions and the Psychology of Choice
02
Anomalies - The Endowment Effect, Loss Aversion, and Status Quo Bias
Cognitive Bias and the Extraversion Personality Shaping the Behavior of Investors.
Confirmation Bias in the utilisation of others' opinions' strength.
Effects of personal characteristics on susceptibility to decision-making biases
Individual Differences and the Susceptibility to the Influence of Anchoring Cues.
Individual Differences in Mental Accounting.
Loss aversion - Biases & Heuristics. Why do we buy Insurance?
Loss Aversion and the Property Market.
Managing Overconfidence Bias in Decision Making: A Review of the Literature
Mental Accounting - Biases & Heuristics. Why do we think less about some purchases than others?
Susceptibility to anchoring effects - How openness to experience influences anchoring.
The Emotional Investor - Risk Aversion vs Loss Aversion
The influence of personality traits on household's financial risk tolerance and financial behaviour.
03
A Neural Network Framework for Cognitive Bias
Amygdala Functional and Structural Connectivity Predicts Individual Risk Tolerance
Left/Right Brain - Debunked or demystified?
Planning on the left-side and managing on the right - Harvard Business Review
Putting Your Company's Whole Brain to Work - Harvard Business Review
The Psychology and Neuroscience of Financial Decision-Making
04
Aspects of Investor Psychology
Five-Factor Model of Personality
How openness to experience influences responses to anchoring bias
Linking Psychological Type to financial decision-making
Psychological Types - C.G Jung
The influence of psychological factors on investment decision making
Trading psychology: Mastering your emotions and instincts for successful trading
Why Emotional Intelligence Matters in Investment Decision-Making
05
Closing the Gender Gap of Advice - State Street 2024
Funding as a Family Engaging the Next Generation in Family Philanthropy
Intergenerational wealth transfers and the effect on UK families
Sustainable Signals Understanding Individual Investors’ Interests and Priorities
TIME Intergenerational Wealth Report July 2023
The 'Great Wealth Transfer': What is it and how can women make the most of it?
The Growth of Women and Wealth - JBWere 2024
Turning Values into Action - ESG Investor Report
i-DNA Knowledge Hub
The i-DNA Knowledge Hub provides access to the key scientific research that underpins Investor DNA®.
The i-DNA Knowledge Hub is an educational resource centre for wealth professionals, with landmark articles from the diverse field of investment psychology.
The research is divided into the following six subject areas:
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Behavioural Finance
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Behavioural Bias
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Neuroscience
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Psychology
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Wealth Transfer / ESG investing
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Client Retention and Trust
To view, please click on a PDF. All articles are subject to copyright and are for personal and client use only.
