APS

2022 APS Annual Convention · 2022

Understanding Self-Directed Investors Using the Finliti Investor Profile Indicator

Chicago, IL · May 2022

Poster · Personality/Emotion

  • Jennifer Schell
    Finliti Corporation
  • Stefano Di Domenico
    University of Toronto Scarborough

Abstract

The Finliti Investor Profile Indicator administered to a sample of American self-directed investors (N=237). Zeal was associated with day trading and holding volatile assets; Inhibition was associated with lower self-efficacy; Conventionality was associated with favorable attitudes toward ESG investing; and Swag was associated with portfolio returns and perceived competence.

Decision Making

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