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Capital Allocators – Inside the Institutional Investment Industry

Aug 28, 2017

Dan Egan is the Director of Behavioral Finance and Investing at Betterment, the market leading robo-advisor overseeing $10 billion in assets. Dan has spent his career applying behavioral finance principals to help individuals make better financial and investment decisions. Prior to joining Betterment in its early years, Dan spent six years as a Behavioral Finance Specialist for Barclays Wealth Management. He is a graduate of Boston University and the London School of Economics and lectures at New York University, the London Business School, and the London School of Economics.
Our conversation discusses how Dan has created evidence-based tools that improve outcomes for individual investors, ranging across tax-loss harvesting, rebalancing, client reporting, mental accounting, commitment mechanisms, and communication during turbulent market times. As he spoke, Dan had head my head spinning thinking about how institutions and individuals alike could implement quantitative tools in their investment processes to avoid known behavioral pitfalls during critical market moments.

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