Behavioral Risk Mgmt Program
A Behavioral Approach to Risk Management The findings of behavioral finance are starting to be integrated with classical approaches to risk management. Traditional risk management focuses on technical and financial models of reducing risk. Yet we have seen in the latest global economic and financial crises that these models at best are not very effective. It […]
Revolutionizing M&A with the Cognitive Alpha™ Approach
Revolutionizing M&A with the Cognitive Alpha™ Approach Perth has a unique approach to M&A which provides a new channel for value creation in these situations. This approach is based on our model of behavioral finance which demonstrates that the financial styles of management teams and the financial cultures of the merging organizations are critical factors in the […]
Management Due Diligence Program
The Private Equity Problem The goal for private equity portfolios is to create outstanding financial value. But this must first be based on the right behaviors of management teams in portfolio companies. The past record of an executive is not necessarily a good guide to future performance. So how do you predict performance of your […]
Behavioral Proforma
FinSim IS TM – Perth’s Unique Behavioral Proforma® What is a Behavioral Proforma®? A Behavioral Proforma®is an interactive product which simulates the real-life performance of an individual or a team as reflected in an income statement based on their behavioral characteristics. In the case of FinSim IS™ the behavioral characteristics being modeled by the simulation are the Financial Signature® of an […]
The Cognitive Alpha™ Wealth Behaviors Advisory Services
What is in the Wealth Activation Program The Wealth Activation Process There are four steps in this process. These are: A Behavioral Audit of the Key Players Perth has three core assessments. These are the Financial Outcome Assessment, the Corporate Financial Outcome Assessment, and the Leadership Cockpit assessment. These measure the following wealth activation attributes: […]
Succession Planning for High Business Acumen
Why Succession Planning Anyway? See our White Paper on Succession Planning
Perth’s Cognitive Alpha™ Behavioral Wealth Activation Approach
Check out our White Paper on Wealth Activation here. What is Behavioral Wealth Activation? Check out our White Paper on wealth activation here. Family Wealth Creation The process by which families creates wealth usually starts with a founder. The founder is often charismatic, gifted or exceptional in some way. By dint of personality the founder […]