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Nature or Nurture: What Determines Investor Behavior? According to a recent study using Sweden's extensive twin database, "up to 45 percent of the variation in stock market participation, asset allocation, and portfolio risk choices is explained by a genetic component." This is true more so than "the influence of education, net worth, entrepreneurial activity, and other factors studied in existing work." Interestingly, "twins who were reared apart still have similar portfolios." 12.09

Agenda Details

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Friday, November 2, 2007
4:40 PM - 5:40 PM

FAFN: Advocacy, Community Investment

Speaker(s)
Andy Loving CFP, AIF First Affirmative Financial Network
Bruce Herbert AIF Newground Social Investment

Description
While many advisers offer the option of Community Investments or Shareholder Advocacy to their clients, not many consider it to be their primary specialty. We are fortunate to have two advisers who do. Andy Loving is a leader, innovator and advocate for Community Investing, and Bruce Herbert fills the same roles in Shareholder Advocacy. Learn specific ideas for growing your business and helping your clients participate more fully in these two key areas of SRI.

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