Tools

Tools

Tools
Number 3

Tools

Brandes has developed a series of tools and techniques that can help investors keep their emotions regarding investments in check. Learn to make more rational investment decisions — it could ultimately lead to improved investment returns. 

RiskPerceptions TN
Risk Perception Pamphlet
Investor Stress Management Worksheet
Investor Stress Management Worksheet
Wheel of Emotion TN
Wheel of Investor Emotion
Checkerboard Illusion TN
Checkerboard Illusion
How do you perceive risk? Contrary to popular belief, the relationship between risk and return is not linear. Higher risk may bring higher returns – but it may also bring big losses.
Risk Perceptions Video
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Risk Perceptions Brochure Risk Perceptions Pamphlet
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Training the Investor Brain Rethinking Risk and Return Expectations article Training the Investor Brain Article
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How do we make investing less stressful? A solution is to make a plan—An Investor Stress Management Plan or "ISMAP." The ISMAP is designed to prepare investors for inevitable scary moments and provide techniques to reduce that stress to a manageable level. It contains actions that can help take advantage of market turmoil to actually improve long-term performance.
Investor Stress Management Plan Workbook Investor Stress Management Worksheet
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Do you find yourself constantly checking your portfolio returns and perhaps losing sleep during inevitable down markets?
Wheel of Emotion TN Wheel of Investor Emotion
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The checkerboard optical illusion illustrates an example of “heuristics,” or mental shortcuts that our brains use to answer questions or make decisions.
Checkerboard Illusion TN Checkerboard Illusion
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No investment strategy can assure a profit or protect against loss. This material is intended for informational purposes only. The information provided in this material should not be considered a recommendation to purchase or sell any particular security. Strategies discussed herein are subject to change at any time by the investment manager in its discretion due to market conditions or opportunities. Market conditions may impact performance.