Omar Aguilar, Ph.D.

Behavioral Finance Insights from our CIO of Passive Equity and Multi-Asset Strategies

Omar Aguilar
Leadership Insights

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
Behavioral finance

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Leadership Insights

Focusing on the longer term and maintaining an appropriately diversified portfolio are potentially good first steps for the current COVID-19 continuum. Read what our CIOs are watching out for in the second half of 2020.
Behavioral finance

It’s great to find other voices that support what you believe. But this confirmation bias approach can be damaging—especially for investors. Here's how to bring more perspective to your clients' financial decision making.
Behavioral finance

Overemphasis on recent events can keep you from gathering the information you need to before making a decision. For clients, recency bias may lead to ill-informed investments. Help them take a broader view of the financial markets.
Behavioral finance

Taking a loss is painful. In fact, research suggests that we feel the pain of loss much more than the joy of equivalent gains. But efforts to avoid losses can sometimes introduce new risks that may be damaging—especially for investors. Read more.
Behavioral finance

Most of us tend to overestimate our abilities. When it comes to money matters, such overconfidence can cause real trouble. Here’s how to help clients take a more measured approach.
Behavioral finance

It’s easy to stick with what you know. But for clients, this investment approach can lead to less diversified—and potentially riskier—portfolios. Here’s how to spot and address home bias.
Behavioral finance

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Behavioral finance

With COVID-19 clouding the horizon, your clients may be experiencing a range of intense emotions, leading to irrational investing behavior. That’s not surprising, given that major crises are like petri dishes that culture behavioral finance biases.
Behavioral finance

Some of your clients may be expecting that 2019’s remarkable equity market results will replicate themselves this year. In behavioral finance terms, this cognitive behavioral finance trap is known as the recency bias.
Investment Insights

One potential opportunity is Fundamental Index® strategies, which may help reduce the negative effects of behavioral finance biases that can crop up during a market crisis like COVID-19.
Behavioral finance

With the U.S. bull market charging past one obstacle after another over the past 10 years, your clients may be expressing a desire to invest primarily in domestic equities.

Omar Aguilar, Chief Investment Officer, Equities and Multi-Asset Strategies, discusses behavioral finance principles and how they affect investor decisions and influence market trends. He also explains the importance of educating advisors on behavioral finance and how the Biagnostics™ program can help advisors deliver a better client experience.