Friday, 27 September 2019


Framing Effect
In the series of 21 behavioural biases we will discuss the 10th bias “Framing Effect”

Framing in simple terms can be defined as how you present a piece of information or data that drives the desired results.

Communication is key to successful relationship and business. How you frame your communication is the important key than the, intrinsic value of the product.

You could find many examples of the same in our routine life in dealing with family members or the outside world.

Companies advertise positive effects of the product and services which could be lesser than the negative effects. Entire FMCG business has used word “New and Improved” and “Free” so extensively to re-brand and re-position their products.

Consultative sales became more popular in today’s information rich world.
Brick and mortar retailers are focusing more on the consultative/need based sales techniques. Here the online giants are struggling to deal with.

How framing is done? Let’s take an example. If I say that the Movie A is just 1 star less and movie B is 4 star. Which one will you choose? Most likely you will chose movie B which is 4 star. Actually both the movies are rated sameJ. Our mind analyses information differently and may not be rationally.

Same is true in Investing also!!

When markets are in bear phase, all communications are pessimistic and gloomy. Investor reactions are also same. They stay away from Investing. When markets move into bull phase, suddenly all investors flock into markets. Actually reverse should have been done. Framing of communication by media drives the Investor’s behaviour. Advisor is must have to make sense, in current information rich world.

In our industry of Investment advisory, most of the advisors frame their communication on the returns of the product and that’s about it!! Investors are also driven by the same eventually. Nothing wrong isn’t it??

At Wealthcare Investments, we pay attention to risk also. We firmly believe that high return is worth considering provided the risk is reasonable. Unreasonably high risk only increases jitter rather than return. We felt that markets are expensive since 2 yrs and avoided Small & Midcap funds completely. Now in my TV shows and Blogs, I maintained that market should do well hereon and started to deploy aggressively in Equities. Announcement by FM on last Friday, is something that was unexpected and historical. Whole market and corporate India was taken by surprise by with that.

We design portfolio basis the risk presented in markets. More attention to Micro economic factors (domestic) than Macro economic factors (Global). Needless to say, we do consider individual’s goals, risk appetite and time horizon!!

So in nutshell, seller designs communication such a way that positives are projected more prominently. Consumers/Investors have to be mindful of the same and make good judgement.

What should you do?

1)      Understand that each and every communication is framed to advantage of the service provider and you can’t avoid it. You should recognize the same in Investing.
2)      Try to think contradicting style. Ask if the market is cheap or expensive? What stage of the market we are in?
3)      Research for information which is not in headlines and make sense out of it.
4)      Hire financial advisor who is capable of doing the job. Not all advisors are smart to understand the marketsL.
5)      Avoid copying what others are doing!! What majority does is not prudent and rewarding in investing.

MF Trivia: There are equity oriented Mutual funds which protects reasonable amount of downside of equity fall. If markets fall over 10% in 1 year, such schemes may actually deliver 0-3% absolute returns over the same periods. Meaning no loss to capital, but infact some gain.

This article is written by Bhavesh D Damania founder of Wealthcare Investments.
You can reach him at 9833778887 and wealthcarein@gmail.com

"Risk comes until you know what, where and why you are Investing"


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