Behavioural Investing Series #5

In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we discuss the Traditional Strategic Asset Allocation (or SAA) and how it compares with Dynamic or Risk Defined Portfolios, and what that means to your clients.

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Patricia Garcia  Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance. Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/ Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/ Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt  Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil. Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/ Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt Little Phil Website: https://www.littlephil.org/

David Bell Executive Director at The Conexus Institute David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/ The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles Managing Director & Co-Chief Investment Officer at Innova Asset Management Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Innova Asset Management Website: http://www.innovaam.com.au/

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