Consultancy

The goal of our consultancy services is to identify decision-making preferences among individual investors or investment committees that could result in sub-optimal performance.

Learning about decision-making biases is an essential step towards making better investment decisions. For this reason seminars form part of our consultancy services.
But simply acquiring the knowledge is rarely enough to eliminate the problem because human preferences are so well ingrained.

What is needed is a tool or plan that prevents investors from doing things that will ultimately harm their performance. This is achieved by structuring the information-gathering process and by optimally organising the decision-making process.
Our recommendations seek to ensure that these unhelpful preferences do not make their way into investment choices.