How Betterment Manages Volatility & Investor Fear in the Market

How Betterment Manages Volatility & Investor Fear in the Market

Assessment

Interactive Video

Business, Social Studies

University

Hard

Created by

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FREE Resource

The transcript discusses market reactions during a period of panic, highlighting client behaviors such as buying the dip and tax loss harvesting. It explores the impact of political events on investment decisions and examines the sensitivity to taxes across different political affiliations. The discussion also covers ESG investing, focusing on fund selection and the importance of aligning investments with personal values.

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5 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What was the general reaction of investors when they saw a drawdown of 10-15%?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How did clients respond to the market downturn in terms of tax loss harvesting?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What psychological factors influence investors' decisions during market volatility?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways did political events impact investors' portfolio decisions?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What challenges do investors face when implementing ESG values in their portfolios?

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