Investment Process
Partnering with behavioral finance experts, we integrate best practices throughout our investment process to improve collective and individual decision-making, amplify risk management, and publish behavioral insights.
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Improving Collective Decision Making
We seek to improve collective decision-making by combating groupthink –the range of biases amplified in group contexts – in our Secular and Cyclical Forums, Investment Committee, and Regional Portfolio Committees.
Amplifying Risk Management
Amplifying risk management is a critical component of our behavioral science mindset. We’ve employed behavioral analytics and decision dashboards to help improve entry and exit discipline and ease biases like the disposition effect & home bias.
Refining Individual Decision Making
Refining individual decision-making and mitigating the host of behavioral biases that can challenge even the smartest investors is also a key strategy; we’ve put robust structures and guardrails in place, such as pre-mortem checklists.
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Understanding how we behave and the decisions we make are critical to building on PIMCO’s strong culture of investing excellence and creating a diverse, engaging workplace, so we are excited to partner on this groundbreaking approach.
– Emmanuel Roman
PIMCO is always looking for inputs and data which challenge our ideas and assumptions about investing and risk and the CDR team can provide us world-class insight into behavioral analysis and trends which will make us a better active manager and stewards of our clients’ assets.
– Daniel J. Ivascyn
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Mindworks, a behavioral science discovery center and working PIMCO Decision Research Lab, opened in downtown Chicago in 2021. Free and open to the public, it is a great opportunity to engage in interactive exhibits and participate in research studies.
The PIMCO Midway Club
Meeting space is also available at the PIMCO Executive Lounge in Chicago Booths London campus.
Behavioral Insights
We publish behavioral insights and best practices to help our clients better understand the value it delivers and assist them in enhancing their own decision-making processes.
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Economic and Market Commentary
More optimized and rational decision-making processes can give investment committees an edge.
PIMCO
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During periods of market volatility, investors often focus on short-term returns instead of long-term goals. This video reviews how financial professionals can help guide investors, thus reducing negative consequences of emotional decision making and providing valuable guidance. Interested in additional Behavioral Science resources? Visit pimco.com/advisoreducation
John Nersesian
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During periods of extreme market volatility, investors often focus on short-term returns not long-term goals. Learn how advisors can help reduce negative consequences of emotional decision making by providing valuable guidance in this video.
John Nersesian
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In this series, discover exciting private market opportunities and how PIMCO pursues them to benefit our investors. Learn why we believe student loans are an attractive investment within our asset-based finance (ABF) portfolios.
Kristofer Kraus
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The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
Erin Browne,
Emmanuel S. Sharef
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Mohit Mittal, PIMCO's CIO of Core Strategies, discusses the value that active fixed income brings to portfolios, particularly in taking advantage of structural inefficiencies in global markets.
Mohit Mittal
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We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.
Daniel J. Ivascyn,
Esteban Burbano
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Andrew Balls, CIO Global Fixed Income, and Sachin Gupta, Portfolio Manager and Head of the Global Desk, discuss global bonds and why active management matters today.
Andrew Balls,
Sachin Gupta
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Economic and Market Commentary
Investors reviewing their portfolio allocations as we close out 2024 should note fixed income is poised to play a significant role in 2025.
Mohit Mittal,
Kenneth Chambers
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Disclosures
All investments contain risk and may lose value. Management risk is the risk that the investment techniques and risk analyses applied by PIMCO will not produce the desired results, and that certain policies or developments may affect the investment techniques available to PIMCO in connection with managing the strategy.
There is no guarantee that these investment Strategies will work under all market conditions Or are appropriate for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market.
PIMCO as a general matter provides services to qualified institutions, financial Intermediaries and institutional investors, Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the opinions of the managers and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security. strategy or investment product. Information contained herein has been obtained from sources believed to be reliable. but not guaranteed. No part of this material may be reproduced in any form or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.
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