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Articles by Greg B Davies

Greg B Davies

Greg is a specialist in applied behavioural finance, decision science, impact investing, and financial wellbeing. He started the banking world’s first behavioural finance team at Barclays in 2006, which he led for a decade. In 2017 he joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial decisions. Greg holds a PhD in Behavioural Decision Theory from Cambridge; has held academic affiliations at UCL, Imperial College, and Oxford; and is author of Behavioural Investment Management. Greg is also Chair of Sound and Music, the UK’s national charity for new music, and the creator of Open Outcry, a ‘reality opera’ premiered in London in 2012, creating live performance from a functioning trading floor.

Market emergency survival

By Greg B Davies

Embark Adviser

Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.

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The letter and the spirit of the law

By Greg B Davies

Embark Adviser

There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.

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Financial advice must reflect constantly changing time horizons

By Greg B Davies

Embark Adviser

The days of simple product time horizons are over. Instead, advisers must manage the combined effects of overlapping, interrelated and dynamic goals. The concept of a time horizon is a mainstay of suitability. But what does it mean? And where does it fit into the financial planning process?

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The journey of risk regulation: Don’t forget the investor

By Greg B Davies

Embark Adviser

Risk tolerance cannot be accurately assessed by putting complex risk-return choices in front of people, or asking them to choose between possible portfolio outcomes in the distant future.

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