5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

What Is the Next Biggest Category in Asset Management?

Jim Boulden: I think that study is, why do individuals exhibit investing biases? He says the ability to customize people's portfolios to their particular needs and tax situation will be next massive category in asset management. "The client is picking truly a portfolio that does not reflect their social concerns or any of those things"

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