Steve Utkus

Steve Utkus, a leading expert in investor behavior and former Global Head of Investor Research at Vanguard, shares his invaluable insights. He discusses how investor beliefs influence portfolio choices and the surprising dynamics behind equity sensitivity. Utkus also delves into the contrasting effects of robo-advisors versus human advisors in improving outcomes for investors. With unique access to Vanguard's data, he uncovers the true motivations behind ESG investments and highlights the importance of trust and communication in advisory relationships.