Yainvest

𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀: 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗶𝗻 𝘁𝗵𝗲 𝗧𝗼𝗽 𝗛𝗮𝗹𝗳? 𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗔𝗹𝗽𝗵𝗮 𝗶𝗻 𝗮 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗪𝗼𝗿𝗹𝗱. While passive investing has gained traction, 𝟱𝟬% 𝗼𝗳 𝗮𝗰𝘁𝗶𝘃𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝘀𝘁𝗶𝗹𝗹 𝗯𝗲𝗮𝘁 𝘁𝗵𝗲 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸. ❓ Are you among the top performers? To maintain a competitive edge, it's crucial to 𝗮𝗱𝗱𝗿𝗲𝘀𝘀 𝘁𝗵𝗲 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗯𝗶𝗮𝘀𝗲𝘀 that can hinder Active Manager’s performance. ❗ Fear, greed, and overconfidence can lead to suboptimal decisions. Behavioral biases distort perception and cause errors in judgment. These biases are real and can 𝗰𝗼𝘀𝘁 𝘆𝗼𝘂 𝟮-𝟲% 𝗶𝗻 𝗮𝗻𝗻𝘂𝗮𝗹 𝗿𝗲𝘁𝘂𝗿𝗻𝘀! According to Enrico De Giorgi, with Yainvest's advanced machine learning models, we can predict human behavior better than market trends. 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: 𝗬𝗼𝘂𝗿 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗲𝗿 Yainvest’s IBI™ is a Behavioral Finance tool that helps active managers to: * Identify and quantify the impact of biases * Improve decision-making processes * Outperform the passive benchmark 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗖𝗵𝗮𝗻𝗴𝗲 𝗬𝗼𝘂𝗿 𝗚𝗮𝗺𝗲? Let's connect and run our IBI™ Diagnostic Report on your portfolio to uncover and measure your biases. ▶️ Click here to get started and achieve alpha: https://lnkd.in/dE_aMkCq

💡 𝐄𝐯𝐞𝐫𝐲𝐨𝐧𝐞 𝐡𝐚𝐬 𝐛𝐢𝐚𝐬𝐞𝐬. 𝐈𝐧𝐜𝐥𝐮𝐝𝐢𝐧𝐠 𝐲𝐨𝐮. That’s a fact and that's okay. But in investing, biases can cost you big. Your biases might be quietly eating away at your investment returns... by as much as 6% per year. 𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐰𝐡𝐢𝐜𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐛𝐢𝐚𝐬𝐞𝐬 𝐚𝐫𝐞 𝐢𝐦𝐩𝐚𝐜𝐭𝐢𝐧𝐠 𝐲𝐨𝐮 𝐚𝐧𝐝 𝐛𝐲 𝐡𝐨𝐰 𝐦𝐮𝐜𝐡? 🎯 Identify and measure your biases with Yainvest's Investor Behavior Impact (IBI) Report. 👉 Order your IBI report here: https://lnkd.in/dE_aMkCq Hear from Elena de Weck talk at our recent webinar about Behavioral Gap and Biases, and how you could measure and mitigate these to achieve better portfolio performance. #BehavioralFinance #InvestorInsights #FinancialGrowth

Dear Clients and Partners, As we reflect on the past year and look forward to the future, we want to thank you for being a valued part of our journey. May the coming year bring you wisdom. Let all your decisions in 2025 pay off well, bringing you success, growth and fulfilment. Best wishes for the holiday season and a prosperous New Year! Your Yainvest Team Enrico De Giorgi Elena de Weck Ahmed E. El Rabbat Thorsten Hens Anselm Ivanovas Stephanie K. Wickihalder Ryan Kruger, CFA Steve Suarez® Violetta Kovalova Anthony Termini

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮𝗻 𝗛𝗡𝗪𝗜 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝘄𝗮𝘆𝘀 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘀𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝘁𝗿𝘂𝘀𝘁 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀? 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗼𝗳𝗳𝗲𝗿𝘀 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻. In today's volatile market, ensuring your clients stay invested according to their long-term goals is crucial. However, subconscious biases can often cloud judgment and lead to impulsive decisions that can affect their financial performance. Watch Santiago Schuppisser explain how Yainvest's IBI™ tool can help: - 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 𝗮𝗻𝗱 𝗾𝘂𝗮𝗻𝘁𝗶𝗳𝘆 in monetary terms your clients' specific behavioral biases - Encourage and reassure clients to 𝘀𝘁𝗶𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗹𝗮𝗻 even during difficult times, and not fall into traps. - 𝗕𝘂𝗶𝗹𝗱 𝘁𝗿𝘂𝘀𝘁 with your clients, and your credibility as their advisor 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: - Integrating Yainvest IBI™ Behavioral Finance tool allows you to 𝘀𝗵𝗼𝘄 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗳 𝗯𝗶𝗮𝘀𝗲𝘀 𝗼𝗻 𝘁𝗵𝗲𝗶𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀. - By recognizing these biases, clients can make 𝗺𝗼𝗿𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝗮𝗻𝗱 𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗵𝗼𝗶𝗰𝗲𝘀. - IBI™ tool helps clients 𝗮𝘃𝗼𝗶𝗱 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝘁𝗿𝗮𝗽𝘀 and stay focused on long-term financial goals. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗱𝗲𝗲𝗽𝗲𝗻 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗮𝗻𝗱 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝘁𝗵𝗲𝗶𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀? Let's connect and talk about running an IBI™ diagnostic report on your client's portfolio. ▶️ Find out more and start the process here: https://lnkd.in/dE_aMkCq 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 to learn more about the power of Behavioral Finance and how it can help optimize your investment decisions and performance. #behavioralfinance #HNW #HNWI

𝗔𝗿𝗲 𝘆𝗼𝘂 𝗮𝗻 𝗛𝗡𝗪𝗜 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿? Don't you wish you had a tool to help you 𝗾𝘂𝗮𝗻𝘁𝗶𝗳𝘆 𝘁𝗵𝗲 𝗺𝗼𝗻𝗲𝘁𝗮𝗿𝘆 𝘃𝗮𝗹𝘂𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁'𝘀 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 and use it in your client conversations? ✅ Now you can! Yainvest’s IBI™ tool, powered by advanced behavioral finance, allows you to: -> 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆 and 𝗱𝗲𝗺𝗼𝗻𝘀𝘁𝗿𝗮𝘁𝗲 your clients' specific biases -> 𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝘆 the financial impact of these biases -> 𝗠𝗶𝘁𝗶𝗴𝗮𝘁𝗲 these biases in future decision-making Watch Maria Dragalova explain how IBI™ helps advisors to have 𝗺𝗼𝗿𝗲 𝗽𝗲𝗿𝘀𝘂𝗮𝘀𝗶𝘃𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 with their clients. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘁𝗮𝗸𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗹𝗲𝘃𝗲𝗹? Let's connect and talk about running an IBI™ diagnostic report on your client’s portfolio. ▶️ Find out more and start the process here: https://lnkd.in/dE_aMkCq 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 to learn more about the power of Behavioral Finance and how it can help optimize your investment decisions and performance.     #behavioralfinance #HNW #HNWI

𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲: 𝗡𝗼𝘄 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗠𝗲𝗮𝘀𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗕𝗶𝗮𝘀𝗲𝘀 𝗶𝗻 𝗗𝗼𝗹𝗹𝗮𝗿𝘀, 𝗘𝘂𝗿𝗼𝘀 𝗮𝗻𝗱 𝗦𝘁𝗲𝗿𝗹𝗶𝗻𝗴 ⚠️ Ever wondered how much your biases are costing you? Behavioral Finance has traditionally been a qualitative science. But now, with Yainvest’s IBI™ tool, you can not only 𝗶𝗱𝗲𝗻𝘁𝗶𝗳𝘆 but also quantify and 𝗺𝗲𝗮𝘀𝘂𝗿𝗲 𝘁𝗵𝗲 𝗶𝗺𝗽𝗮𝗰𝘁 of your biases on your investment performance 𝗶𝗻 𝗿𝗲𝗮𝗹 $ 𝗮𝗻𝗱 £. ⚠️ 𝗪𝗲 𝗱𝗮𝗿𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁! Let's connect and talk about running a diagnostic report on your portfolio. Find out more and start the process here: https://lnkd.in/dE_aMkCq 𝗟𝗲𝘁 𝘂𝘀 𝘀𝗵𝗼𝘄 𝘆𝗼𝘂: - The hidden costs of your behavioral biases - How to identify and mitigate these biases - The power of Behavioral Finance AI that is now available to all investors thanks to Yainvest IBI™ tool 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲? Visit our website: https://lnkd.in/dE_aMkCq Message us or comment below. 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 to learn more about the power of Behavioral Finance and how it can help optimize your investment decisions and performance. #behavioralfinance #wealthmanagement #investingtips

𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 – 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗦𝗰𝗶𝗲𝗻𝗰𝗲 𝗼𝗿 𝗧𝗵𝗲𝗼𝗿𝘆, 𝗯𝘂𝘁 𝗮 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗧𝗼𝗼𝗹 𝗳𝗼𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗿𝗮𝗰𝘁𝗶𝘁𝗶𝗼𝗻𝗲𝗿𝘀 We often think of investment management as a data-driven, objective process. Right? Not quite. ⚠️ As long as portfolios are managed by people, not technology, our investment decisions will be affected by biases, whether we realise it or not. This could lead to costly outcomes. Watch this clip from our latest webinar where Maria Dragalova and Santiago Schuppisser talk about 𝗮𝗽𝗽𝗹𝘆𝗶𝗻𝗴 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗶𝗳𝗲 𝗼𝗳 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗽𝗿𝗮𝗰𝘁𝗶𝘁𝗶𝗼𝗻𝗲𝗿𝘀. Hear from them how it can be used in conversations with Clients to create trust and improve investment outcomes. The urgency to adopt Behavioral Finance tools is growing, especially with the rise of younger, more impulsive investors, as emphasised by Enrico De Giorgi Hear from Elena de Weck how Yainvest has translated 15 years of academic research into a powerful AI tool that active investors, wealth managers and asset managers could start using today. ⚠️ Let's connect and talk about running a diagnostic report on your portfolio. Find out more and start the process here: https://lnkd.in/dE_aMkCq 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 to learn more about the power of Behavioral Finance and how it can help optimize your investment decisions and performance. #behavioralfinance #wealthmanagement #investingtips

🌟 𝗧𝗵𝗲 𝗔𝗰𝘁𝗶𝘃𝗲 𝘃𝘀. 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗗𝗲𝗯𝗮𝘁𝗲: 𝗪𝗵𝘆 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗘𝘃𝗲𝗿 🌟 Active funds attract capital until they can no longer outperform their passive benchmarks (as highlighted long time ago by Dr. Julius Agnesens in https://lnkd.in/dgFbVn7u). Yet, recent insights from Morningstar reveal a stark reality: in 2023 and 2024, active management success was “basically a coin flip” (https://lnkd.in/dYXEncQQ). It’s no wonder we’re seeing an increasing shift of assets into passive funds. ________________________________________ 𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: 𝗦𝘁𝗶𝗹𝗹 𝗮 𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗙𝗼𝗿𝗰𝗲, 𝗪𝗵𝗲𝗻 𝗚𝘂𝗶𝗱𝗲𝗱 𝗥𝗶𝗴𝗵𝘁 While passive investing has gained significant traction, active management still holds immense potential. 50% of active managers still beat their benchmarks. But how do we identify and empower these outperformers? To truly unlock this potential, we must address the behavioral biases that can hinder performance. ________________________________________ 𝗞𝗲𝘆 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗳𝗼𝗿 𝗔𝗰𝘁𝗶𝘃𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 • Emotional Biases: Fear, greed, and overconfidence can cloud judgment and lead to suboptimal decisions. • Cognitive Biases: Heuristics and mental shortcuts can distort perceptions and lead to errors in judgment. These biases aren’t just theoretical — they can cost investors 2% to 6% in annual returns! ________________________________________ 𝗧𝗵𝗲 𝗥𝗼𝗹𝗲 𝗼𝗳 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 This is where behavioral finance becomes a game-changer. By leveraging its principles, active managers can: ✅ Identify and mitigate the impact of cognitive biases ✅ Improve decision-making processes ✅ Enhance long-term performance Active management isn’t dead—it’s evolving. And by focusing on behavioral awareness, we can unlock the true potential of active strategies. ________________________________________ 💡 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂𝗿 𝘁𝗵𝗼𝘂𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗿𝗼𝗹𝗲 𝗼𝗳 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗶𝗻 𝗿𝗲𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗮𝗰𝘁𝗶𝘃𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁? Please share your perspective in the comments or send me a message directly. ________________________________________ 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝘂𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆? 𝗟𝗲𝘁’𝘀 𝗰𝗼𝗻𝗻𝗲𝗰𝘁! 🚀 Yainvest Yulia Myronova 🇺🇦 Elena de Weck Anselm Ivanovas

𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗮𝗿𝗲 𝘁𝗵𝗲𝗶𝗿 𝗼𝘄𝗻 𝘄𝗼𝗿𝘀𝘁 𝗲𝗻𝗲𝗺𝘆. 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘁𝗼 𝘁𝗵𝗲 𝗿𝗲𝘀𝗰𝘂𝗲! ⁉️ Have you realized that all the hard work and expertise you put into your investment strategy is often undermined not by the market but… by yourself? ⚠️ Watch our expert, Thorsten Hens explain how 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 identifies the hidden biases sabotaging your investment decisions, and how it offers a powerful solution to help you fight ‘the enemy within’. ⚠️ 𝗪𝗲 𝗱𝗮𝗿𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗳𝗶𝗻𝗱 𝗼𝘂𝘁! Let's connect and talk about running a diagnostic report on your portfolio. Find out more and start the process here: https://lnkd.in/dE_aMkCq 𝗢𝘁𝗵𝗲𝗿 𝗸𝗲𝘆 𝘁𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 from our recent webinar: • The urgency to adopt Behavioral Finance tools is growing, especially with the rise of younger, more impulsive investors. • By applying Behavioral Finance, you can improve investment outcomes. • Yainvest’s IBI™ tool enables you to make more informed decisions. 𝗪𝗮𝗻𝘁 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲? Let's connect and talk. Message us or comment below. 𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 to learn more about the power of Behavioral Finance and how it can help optimize your investment decisions and performance. #behavioralfinance #wealthmanagement #investingtips

Orion's November 2024 Monthly Commentary highlights the behavior gap—the difference between an investment's returns and the actual returns investors achieve. This gap often arises from factors beyond individual control, but the good news? It can be minimized! By staying invested, diversified, and disciplined, you can take steps toward better outcomes. But what if you could measure your own behavior gap and pinpoint exactly what to improve? 💡 Introducing Yainvest Investor Behavior Impact (IBI)™ Analysis— a report that uncovers and addresses the biases holding back your portfolio's performance by analyzing past transaction data 🎯 Ready to elevate your investment game? Let’s connect! https://lnkd.in/d9aKiTx8 #BehaviorGap #InvestorInsights #Yainvest #InvestmentStrategy #Orion