Mod4 Emotional intelligence    .Rudy .Wong, Investment Advisor…

hernan22x Mod4 Emotional intelligence    .Rudy .Wong, Investment Advisor…Mod4Emotional intelligence  .Rudy .Wong, Investment Advisor Case. .What are the critical emotion-.related issues that .Rudy Wong is facing, both in the short-term and. long-term?..From an emotion perspective: .How should .Wong advise Bob Miller?..From an emotion perspective: .How should .Wong advise Mary Swanson?..What is “behavioral economics?” (.See the video in Module 3.) How does the emotion component of this perspective relate to the ways that people make investment decisions?.https://www.youtube.com/watch?v=OLSfwhfWssc 5. .Imagine that Wong meets you and is enthusiastic to learn that you recently took a course on emotions/emotional intelligence.. As he has an interest in taking the course but is very busy, he asks you to recommend three articles from the course (i.e., Modules 1, 2, 3) for him to read. .Which three articles would you recommend? Why these?. Module 3 (articles).Emotion in organizational judgment .and .decision making (Org Dynamics)..The Long-Term .Effects of Short-Term Emotions (HBR)..The Contagion .We Can Control (HBR).   Image transcription textPage 2 QB1ON004 success to his disciplined approach tolong—terrn investment strategies notwithstanding short—term?uctuations. Wong placed particular emphasis on reco… Show more… Show moreImage transcription textPage 3 9310N004 Asset Allocation An investment advisor oftenadded the most value to a client’s portfolio by determining theappropriate asset allocation or mix of assets, which ty… Show more… Show more Image transcription textPage 4 931 0N004 was thought to help increase an investor’scon?dence that his or her portfolio remained on track to meetlong—term goals. Risk Assessment by Way of Investm… Show more… Show moreImage transcription textPage 5 QB1ON004 15, 2008, investment bank Lehman Brothers,in business since 1850, ?led for bankruptcy protection whileanother major investment bank, Merrill Lynch, negotia… Show more… Show more Image transcription textPage 6 931 0N004 in which they were framed. Biases includedexcessive optimism, overcon?dence, con?rmation bias {ignoringinformation counter to one’s current viewpoint} and ill… Show more… Show more Image transcription textPage 7 931 0N004 nonetheless, the Nichols had a bias towardthinking in terms of trends. When the stock market continued tofall, the Nichols feared the trend would mean stocks c… Show more… Show more   Image transcription textPage 1 1 931 0N004 Exhibit 4 DIVERSIFICATION BENEFITS Notall investments move in the same direction, at the same time andto the same degree. While the return of a portfolio is t… Show more… Show moreImage transcription textPage 1 2 931 0N004 Exhlbll 4 (contlnued) SECURITY 2 1 1% -Y1RETURN 1 “/0 VOLATILITY 6.4 “/0 7. 8% Correlationsfrom left to right: -1, 0, 0.5, 1 Example Security 1: Secu… Show more… Show more   Image transcription textPage 1 9 931 0N004 Exhibit 11 CLIENT PROFILES Bob Miller BobMiller was a single, 42—year—old man whose annual salaryteaching elementary school was $50,000. Miller had r… Show more… Show more  Image transcription textPage 21 931 0N004 Exhibit 13 10-YEAR BBB BONDS VERSUSLONG-TERM U.S. GOVERNMENT BONDS FROM MAY1, 2007TO MARCH 6, 2009 GRAB Index HS 1 to vi… Show more… Show more  BusinessBusiness – Other