BIB education

Courses

Financial Innovation Assessment

  • Panthera Academy

 

ONLINE-COURSE DESCRIPTION

 

In the past, applying behavioural insights was predominantly used to install “sludges” to make us consume goods and services not necessarily in our best interest. The consumer psychology literature is full of those destructive forms of nudges (Shiller, 2015). Small to medium sized asset managers (anyone below USD 1 trillion) can buy time through the use of technology, cost management and the persistence of client loyalty. 

We know from other industries with intact competition, that the most effective response to size is specialization. Instead, the asset management industry tends to interpret specialization as form over substance, where pseudo-innovations a la MinVar, Smart-Beta, VaR-optimized portfolios or risk parity still dominate the distribution pipelines. 

All of the above share the same or similar basic assumptions and are made for a relatively static world, in which a correlation-based understanding of risk has proven sufficient. This is not how capital markets work: the world is dynamic, markets are adaptive and human decision makers rely on bounded rationality. How to assess, which financial innovation is worth a consideration for you investment process? Participants will learn how to validate/falsify innovations in finance.

 

SEMINAR DETAILS
 

LECTURER

Mag. Dr. Markus Schuller, MBA, MScFE

DURATION

 2 x 3h ONLINE COURSE

LANGUAGES

 English 

GROUP SIZE

 25

LEARNING GOALS

Learn how to use smart documentation techniques to stay compliant while utilizing the collected information for internal knowledge management. 

TARGET GROUPS

  • Family Offices / Multi-Family Offices

  • Wealth Managers

  • Private Banks

  • Regional Banks 

 

NOVEMBER 23 & NOVEMBER 30, 2020


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