Welcome to the Morningstar Behavioural Finance Hub

Nobody makes perfect rational decisions all the time. But with the right behavioural finance resources, investors can be equipped to make informed decisions for their age, life stage, and financial goals. Designed by Morningstar’s Behavioural Finance team, this Hub contains a wealth of information to set your clients up for long-term investing success. 

Morningstar managed portfolios overview showing asset allocation strategies, portfolio options, and investment research framework charts.

Understand human behaviour

Explore the psychological reasons behind why people spend, save and invest the way they do.

Make better choices

A better understanding of human behaviour can help your clients make better investment decisions.

Help your clients reach their goals

Use our behavioural finance insights to help your clients make better choices and reach their financial goals.

Connect with us

Morningstar, its affiliates and content providers accept no responsibility for any investment decisions, losses or damages arising from the use of this page. The content is provided for information purposes only and does not constitute investment advice or an offer to buy or sell any security. It has been prepared without regard to your financial objectives, situation or needs. You should consider its appropriateness and, where relevant, the applicable Product Disclosure Statement before making any investment decision.

Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.