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Advisors need to educate the clients so that their approach changes from emotional to rational.
Advisors need to define the investment policy statement so that it is easier for clients to remember.
Advisors need to not only have a process orientation but also document the process as people tend to forget what was orally discussed.
Investors should look at qualitative parameters and take a more well-balanced decision rather than basing a decision on just league tables.
Very useful discussion.
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