Ch.12 · Model Portfolios and Asset Allocation · hard

What is 'recency bias' in the context of mutual fund investor behaviour?

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EXPLANATION

Recency bias causes investors to extrapolate recent performance into the future — rushing into funds that performed well in the last 1-2 years and exiting those that underperformed recently. This leads to buying high and selling low — the opposite of sound investing. Distributors must educate investors on this bias.

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