Join UCLA Professor, Hal Hershfield, as he leads a discussion on legacy motives. Hal will be joined by Duke University Professor Kimberly Wade-Benzoni, an expert in intergenerational decision making, and financial advisor executive Matt Hall to examine what we can learn from both the academic research and real-world advisor-to-client experience to help us make better financial legacy decisions.
The book has closed on another extraordinary year—no doubt full of unexpected news and events. While unlikely that any single chart could convey all that investors experienced this past year, we have assembled a few data points and headlines to help advisors reflect and prepare for 2025.
Professor Hal Hershfield moderated an in-depth discussion on overconfidence bias, ways to identify it in clients, and potential tactics from both the research and real-world application to help nudge investors towards better financial decisions.
The Avantis Investors Field Guide is created with your clients in mind. Published every month, this piece includes data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders.
We bring together scholars and investment experts to offer a wide range of insights to facilitate and empower your conversations with clients.
Our approach combines the latest financial science with common sense investing principles and cost-effective implementation.
Our strategies share a common investment approach that combines a philosophy based on financial science with expert implementation aimed at increasing expected returns* and managing risks.
The leadership team has decades of experience delivering repeatable and effective investment solutions across geographies and through different market cycles. The team is well recognized by investors worldwide.
Our goal is to deliver low-cost, broadly diversified solutions in a variety of formats, including mutual fund and ETF, so that you can choose the optimal vehicle to fit your circumstances. Please contact your financial advisor to discuss availability.
Avantis Investors is backed by American Century Investments®, a $262 billion** asset manager with a reputation for client care, stewardship and stability—bringing great scale to our efforts and allowing a long-term focus.
**As of 12/31/2024
We focus on providing the necessary information to make investment decisions and support meaningful conversations with your clients.
Solutions designed to add value while achieving broad diversification, that fit seamlessly into asset allocations
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Experienced team with flat structure and client-first mentality
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Meir Statman, Ph.D.
Prof. Meir Statman explains the link between financial well-being and life satisfaction and the role of financial advisors in promoting balance and fulfillment.
*Expected Returns: Valuation theory shows that the expected return of a stock is a function of its current price, its book equity (assets minus liabilities) and expected future profits, and that the expected return of a bond is a function of its current yield and its expected capital appreciation (depreciation). We use information in current market prices and company financials to identify differences in expected returns among securities, seeking to overweight securities with higher expected returns based on this current market information. Actual returns may be different than expected returns, and there is no guarantee that the strategy will be successful.
