Confirmation Bias in Investing

Confirmation bias is a tendency to seek, interpret, and remember new information in ways that agree with our beliefs. It is, essentially, seeing what you want to see and hearing what you want to hear. In investing, it often leads to disastrous results.

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Three Big Reasons Why Investment Managers’ Client Fee Billing Operations Need Workflows and Four-Eyes Reviews

Client fee billing, invoicing and revenue management in buy-side investment management can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Here are three key reasons why workflow controls are increasingly important for investment management CFOs and their teams.

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