Jean-Pierre Aubry
speaker
560 appearances
1 recordings
1 series
first heard Jul 2026
last heard 23 Jul
Jean-Pierre Aubry’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
in the 70s versus someone who's 40 and has a house.
We just had what we thought were very different people.
And really, they didn't seem much different other than if we said explicitly they had a different
risk profile, like risk aversion in the term of art.
Right.
So per advisor, there's not much difference across the archetypes, given the individual's characteristics, which we thought were materially different.
When we set it up, we hoped that they were.
The only factor that led to some variation across the archetypes was when we explicitly changed their risk aversion.
And I think this is something that's very salient to advisors.
Many times when they're thinking of asset allocation, they'll actually provide their clients like a little worksheet to fill out so they can understand where they are at the risk tolerance scale.
And so moving that around created some changes for any individual advisor.
But it was not nearly as much as we saw the kind of shifts, level shifts we saw across advisors.
Yeah, I'm trying to remember specifically some of the things.
We looked at risk profile to kind of set up individuals to have essentially the same overall wealth, but for some, it would be in a DB and a little bit in a DC.
For others, they would have a house.
and less than financial assets.
And then obviously the risk profile was another aspect.
But we tried to keep the overall wealth similar.
It's just hard to change the composition of that wealth and to see what advisors would do, I think was the test.
So it was housing, DB versus DC.
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