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Welcome to the Morningstar Behavioural Finance Hub

Financial markets aren’t filled with perfectly rational participants. Even professional investors, who make their living conducting investment research, see a persistent gap between real and reported returns.

Behavioural finance digs into the psychological reasons behind why we spend, save, and invest the way we do. In this hub, we’re showcasing our behavioural finance team’s studies of how people make decisions about risk, money, and investing.

With a better understanding of human behaviour, investors can make better choices, and advisers can help clients reach their goals.

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

Behavioural Finance report libruary

 

 

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Bespoke solutions

Outsourced CIO

Morningstar Investment Management offers an Outsourced Chief Investment Officer (OCIO) service to advice businesses with a focus on providing a custom investment portfolio suite for their clients.

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Managed Portfolios

Multi-Manager Managed Accounts

Morningstar’s Multi-Manager Managed Accounts deliver our best fund ideas within a range of multi-manager portfolios, offered in six risk profiles for a variety of investor needs.

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Managed Funds

Real Return Funds

Morningstar’s best investment ideas utilises our extensive research and are powered by our portfolio management capabilities. Our team aims to grow your wealth steadily while looking to maximise return for risk – investing when, and where, it makes sense to do so.

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Managed Portfolios

Multi-Asset Separately Managed Accounts

Morningstar’s global portfolio management and research teams analyse over 400 asset classes delivering robust portfolios.

Meet our behavioural finance team

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Dr. Ryan O. Murphy

Global Head of Behavioural Insights

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Samantha Lama

Senior Behavioural Researcher

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Dr. Danielle Labotka

Behavioural Scientist

Connect with us

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