Avantis Investors

In the September edition of the Field Guide, we analyze historical U.S. market returns in different rate environments to explore whether changes in interest rates can inform expectations for future stock returns. Professor Meir Statman also unpacks hindsight bias and its impact on investor decision-making with practical examples for client conversations. Download the full research and analysis in the September Field Guide: https://a.vant.is/497dFiR #FinancialAdvisorInsights #BehavioralFinance #InvestmentStrategy #ClientConversations

Join us on October 14 for a brief review of the equity and fixed income markets over the third quarter of 2025, and a look at the performance drivers across Avantis strategies. Register now at: https://a.vant.is/4o2ngfg #MarketInsights #InvestmentStrategies #FinancialAdvisor #Q3Review

Get the latest from our Monthly Field Guide, including data and commentary covering various markets and headlines from across the globe, as well as insights from academic thought leaders. https://a.vant.is/46LAhCN #finance #investing #wealthmanagement #investmentoutlook

Hard numbers and statistics are a good first step in helping others understand risks, but there’s a science to risk communication that has identified ways we can do even better. On Episode 14 of The Behavioral Divide, host Hal Hersfield is joined by Ellen Peters, Ph.D. – Philip H. Knight Chair and Professor at The University of Oregon; and Mark Meredith, CFP – Founder of Meredith Wealth Planning; to discuss practical methods for bringing meaning to the numbers in risk discussions. Watch or listen on your favorite platforms now: 🎧 🎞️ YouTube: https://a.vant.is/3KnFdXf 🎧 🎞️ Spotify: https://a.vant.is/4mN6K1N 🎧 Apple: https://a.vant.is/48OZezM #BehavioralFinance #WealthManagement #ClientEngagement #FinancialAdvisors #TheBehavioralDivide

Hard numbers and statistics are a good first step in helping others understand risks, but there’s a science to risk communication that has identified ways we can do even better. On Episode 14 of The Behavioral Divide, host Hal Hershfield is joined by Ellen Peters, Ph.D. – Philip H. Knight Chair and Professor at The University of Oregon; and Mark T. Meredith, CFP®, – Founder of Meredith Wealth Planning; to discuss practical methods for bringing meaning to the numbers in risk discussions. Watch or listen on your favorite platforms now: 🎧 🎞️ YouTube: https://a.vant.is/3KnFdXf 🎧 🎞️ Spotify: https://a.vant.is/4mN6K1N 🎧 Apple: https://a.vant.is/48OZezM #BehavioralFinance #WealthManagement #ClientEngagement #FinancialAdvisors #TheBehavioralDivide

Today, Avantis Investors by American Century Investments is delighted to announce the listing of 3 new Avantis Investors products in Australia https://a.vant.is/4pQ2kto. This launch marks a significant milestone in our journey by broadening our investment offerings to professional investors in Australia. Thank you to Equity Trustees and Cboe Asia-Pacific for all your support bringing this to fruition. Get all the details in the press release https://a.vant.is/4pQ2kto. For audiences based in Australia, read more at: https://a.vant.is/4h0ueiv. . . . This material is not intended to influence anyone to make any financial decision. It does not constitute financial advice, and, therefore, before making any investment decision based on this, you should assess whether it is appropriate for your financial circumstances or seek professional advice. American Century Investment Management, Inc relies on the Australian Securities & Investment Commission (“ASIC”) relief provided for under Class Order [CO 03/1100] for U.S. SEC-regulated financial service providers in relation to the provision of financial services to Australian clients. ACIM's Australian affiliate entity, American Century Investment Management (AU) Pty Limited, whose offerings are only available in Australia, holds an Australian Financial Service License (Number: 518417) issued by ASIC. Avantis Investors strategies is an investment discipline by ACIM.

The Los Angeles Lakers were purchased in 1979 for less than $100 million and sold this year for a whopping $10 billion. A few months earlier, the Celtics were sold for more than $6 billion after being bought in 2002 for less than $400 million. These are objectively big sums of money that have gone to professional sports team owners, but how do the annualized rates of return from these exclusive private investments compare to what could have been achieved simply investing in public stocks? Check out our latest Did You Know for the answers, along with similar analysis on many other teams across major pro sports leagues: https://a.vant.is/42hxiAR #PublicMarkets #PrivateEquityInsights #AlternativeInvestments

We’re excited to welcome Ivan Del Rio as Avantis Investors’ newest Vice President, Relationship Director and Investment Specialist! With over 15 years of experience across notable investment firms, including time spent as a financial advisor, Ivan brings deep industry insight and a strong appreciation for the needs and goals of advisors. Ivan is a CFA Charterholder, CAIA designee, and holds a BBA in International Business from FIU. Welcome to the team, Ivan! We look forward to the meaningful impact you’ll have on supporting advisors and their clients. Read more at: https://a.vant.is/42cdlvc #FinancialAdvisor #WealthManagement #AdvisorCommunity #InvestmentSolutions

Join us for the next episode of The Behavioral Divide! Host Professor Hal Hershfield will lead a discussion on the science of risk communication. Together with University of Oregon Professor Ellen Peters and Mark Meredith of Meredith Wealth Planning, they dive into findings from the research and practical application to uncover methods for better risk communications. Register now at: https://a.vant.is/46E00NH If you can’t make it, subscribe to The Behavioral Divide on YouTube, Spotify, or Apple Podcasts to be notified when new episodes are available on demand! #FinancialLiteracy #PersonalFinance #MoneyManagement #FinancialEducation #BehavioralFinance

If people often use their feelings as a source of information about risk, then simply giving probabilities and numeric information may not go as far as we want. In our latest Academic Perspective, Professor Hal Hershfield offers four evidence-based strategies for how we may do better when it comes to communicating risk. Learn more: https://a.vant.is/3KfHLX5 #BehavioralFinance #FinancialAdvisors #ClientCommunication #RiskManagement