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Financial advisors today have access to a plethora of portfolio solutions guided by the principles of Modern Portfolio Theory (MPT). However, these portfolio solutions fail to incorporate a systematic framework that correctly assesses behavioral biases. In order to build a portfolio that accurately represents one’s risk profile we must evaluate three primary components of risk preference: Risk Aversion, Loss Aversion, and Reflection. In addition to risk profiling, fiduciary advisors should prioritize their client’s financial goals in the asset allocation decision. By incorporating these core concepts, Portfolio Designer will help advisors engage their clients in the portfolio construction process. This will lead to greater client adherence and more robust investment outcomes. To learn more about our software, please visit: https://portfoliodesigner.com/

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