Merrill Lynch Investment Managers' Hindsight2Insight Program

Americans continue to make dumb money mistakes despite all the education and media attention directed toward personal finance in recent years, neglecting fundamental investment principles like asset allocation, diversification and rebalancing.

In November 2004 Merrill Lynch Investment Managers (MLIM) embarked on an ambitious project to stop the cycle of investment mistakes. MLIM commissioned Tiller to create a survey of 1,000 investors with $75,000 in available assets. The survey revealed the critical connection between individual personality types and the type of mistakes investors make.

The survey results received an incredible amount of national coverage, including stories in the Wall Street Journal, The Associated Press, Reuters, Money,The Today Show, PBS' Wall Street Week and Fox News, among many others.

MLIM created an educational website for investors called www.hindsight2insight.com. The site included survey results, a quiz that allows users to determine their investing profile, tips on the most common investment mistakes and what to do about them, and information on how to work with a qualified financial advisor.

In April 2005 MLIM released another set of findings from the research specifically focused on women investors, with the goal of helping women and their advisors better understand their distinctive characteristics as investors so they could make more effective investment decisions. This second wave of research findings has also attracted widespread national media interest.

The MLIM Hindsight2Insight™ Program positioned Merrill Lynch Investment Managers as the organization that best understands the role personality plays in investor behavior.

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