Behavioural economics

Understanding investor behaviour to help achieve better client outcomes

Manulife and BEworks

Manulife has partnered with BEworks, a leading behavioural economics consulting firm, to deliver insight on the principles of behavioural economics and investor financial decision-making that will enhance the ability of advisors to understand and counteract the negative aspects of human emotions, especially in volatile markets.

Meet our expert

David Lewis, CFA

CCO, BEworks

Prior to joining BEworks, David was an assistant professor at the Ted Rogers School of Retail Management at Ryerson University. He has held numerous senior positions in the financial services industry, including head of banking at Barclays Wealth USA, head of banking products at UBS Financial Services USA, board chair at UBS Bank USA, and chief marketing officer and chief information technology officer at ING DIRECT USA. David earned a Ph.D. in Marketing, specializing in consumer behavior, from the Lazaridis School of Business and Economics at Wilfred Laurier University, and an M.B.A. in Strategy and Finance from the Schulich School of Business at York University. David also holds the Chartered Financial Analyst designation.

Behavioural economics insight

Unlock insight into the principles of behavioural economics to enhance your ability to understand and counteract the negative aspects of human emotions in financial decision-making, especially in volatile markets.