The components of
a Good Decision.
A good decision doesn't guarantee a successful outcome.
But it is the part you can consistently control.
This is how we put that into practice.
The components of a good decision
A good decision doesn't guarantee a successful outcome.
But it is the part you can consistently control.
This is how we put that into practice.
IN PRACTICE
YIELD ENHANCEMENT
Replacing Prediction with Robust Design
Should a successful investment depend on a favourable market outcome, or on a design capable of performing across a wide range of market conditions?
CASE STUDY
This case study illustrates how replacing prediction with robust design led to a better investment decision.
REDUCED EMOTIONAL FRICTION
When Repeating Success Becomes the
Wrong Decision
When a long-standing client's yield enhancement note autocalled exactly as designed, simply replacing it with a similar one seemed the obvious next step. It wasn't.
As the discussion evolved, it became clear that the client's changing circumstances had increased the potential for emotional friction, requiring the investment objective to be redefined before the investment itself could be redesigned.
CASE STUDY
The case illustrates why recognising that shift can lead to better decisions than simply repeating what worked before.
CONTROLLED GROWTH
Choosing Priorities Before Payoffs
A wealth manager wanted to provide his clients with both growth and protection. The first challenge was deciding which objective should take priority.
CASE STUDY
This case study illustrates how establishing those priorities before designing the payoff led to a better balance between upside potential and downside protection.
CUSTOMIZED OUTCOMES
Avoiding a Bad Investment Decision Through Better Implementation
A wealth manager targeted double-digit returns from Israeli equities through structured notes. Given the structure of the Israeli market, issuers typically offer notes on individual stocks rather than indices. A single note therefore carried concentration risk. A diversified portfolio of such notes reduced that risk, but became too complex for the wealth manager to handle independently.
CASE STUDY
This case illustrates how better implementation decisions enabled the wealth manager to avoid a bad investment decision, without abandoning the strategy altogether.
*Qualified/Classified Investor, as defined in the Securities Law - 1968.
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