During times of crises, give investors an historical view of major market events and their impact on investor behavior. This package contains the following 4 reports:
- Maximum Impact Events: This report provides advisors with tools to mitigate their clients’ money-losing behavior during maximum impact events while examining data for 10 months in which the Average Equity Fund Investor experienced the greatest acute underperformance.
- The DotCom Crash: A detailed look at investor behavior during the DotCom crash at the beginning of the century.
- Black Monday: A detailed look at investor behavior during the market crash of 1987.
- The 2008 Great Recession: A detailed look at investor behavior during the housing and bank crisis of 2008.
Rights to use portions of the content of these reports are granted on the condition the user makes required regulatory disclosures and sources QAIB and DALBAR as appropriate (see below). These rights are conveyed to purchasers for their own use and are limited to their own specific publications.