Maximising Trustee Decisions
Get your copy of the Trustee Checklist
We love what we do - helping people make better decisions, and make better communication, using behavioural science. We helped trustees make better decisions with Aon Hewitt's Trustee Checklist.
Our brief was to look at how Defined Benefit (DB) trustees make investment decisions, and the behavioural biases that are involved. We talked to Aon's own consultants, ran a focus group with some super-smart trustees, and using Atul Gawande's Checklist Manifesto as an inspiration, we created a Trustee Checklist. Then we ran tests to make sure it really worked - and it does! Our aim was to help trustees make fewer biased decisions - and we're happy to report that we saw a big boost when Trustees had a checklist to hand.
The Checklist will help you look at your own behavioural biases when making investment decisions in a group, but it might help give you an edge in your other meetings, too.
You can find more information about the Trustee Checklist on Aon's website, and read the background to the research.