What are the characteristics of an adaptive interpretation of multi-asset and risk management? Based on applied behavioral finance insight, the third generation of asset allocation principles (3GEN) will be introduced (risk factor diversification, causality analysis, etc.). A (r)evolution, as behavioral considerations grow into success factors for investors. Practical choice architectures and nudging techniques for teams and individuals will be introduced, intending to balance the use of qualitative optimization techniques in combination with latest technologies. Agnostic product due diligence and security selection methods will be practiced. Participants get empowered through the testing of adaptive asset allocation tools for immediate implementation.
Panthera Solutions Sarl is an Applied Behavioural Finance specialist, based in the Principality of Monaco. Our Intuitive Behavioural Design solutions empower asset managers and asset owners to significantly, lastingly and measurably improve their investment decision quality. We inclusively facilitate directed change in the customised form of training, coaching, consulting and Behaviour-Tech solutions. Our assignments (EUR 100+ billion AuC) and academic publications have proven us to be innovation leaders in Europe. Our most recent launch, the Panthera Tree, is a unique Behaviour-Tech solution that facilitates most evidence-based investment decisions for professional investors to strengthen their competitive edge.