Elisabetta Basilico, PhD, CFA

Financial Educator, on a mission to raise financial literacy, starting from pre school . Also an advisor to private investors and family offices + writer

[Elisabetta Basilico, PhD, CFA @ebasilico]

A sneak peak at our #book cover. A special thanks to the one and only Wes Gray @alphaarchitect for the amazing Foreward! Empowering #Investors through #Education. @TommiJohnsen Happy #Thanksgiving 🍁🦃

[Elisabetta Basilico, PhD, CFA @ebasilico]

Institutional investors are supposed to process information efficiently, read everything that matters, and adjust portfolios rationally. But in practice, attention is scarce. This paper opens the box

[Wes Gray 🇺🇸 @alphaarchitect]

New Post: Institutional Investor Attention https://t.co/yLVd4wgv90

[Wes Gray 🇺🇸 @alphaarchitect]

Pension systems are often treated as background institutions. But in reality, pension structures play a central role in financial markets!
by @ebasilico
https://t.co/B9tscDzUnK

[Wes Gray 🇺🇸 @alphaarchitect]

Stock momentum has long been a workhorse idea. Buy recent winners. Sell recent losers. Critics argue those profits mostly come from riding factor trends like value, size, or industry tilts. This paper pushes back. by @ebasilico
https://t.co/I9J0gdZM0F

[Wes Gray 🇺🇸 @alphaarchitect]

Mutual fund managers have long been thought to benefit from being close to the companies they follow. But what exactly creates that edge? Better public information, faster internal communication or something more human?
by @ebasilico
https://t.co/OmOz0vddDJ

[Wes Gray 🇺🇸 @alphaarchitect]

“A Unified Framework for Anomalies based on Daily Returns,” challenged how we think about short-term return patterns in stock markets. An anomoly in plain sight!
by @larryswedroe
https://t.co/Zcvb8dqS2T

[Elisabetta Basilico, PhD, CFA @ebasilico]

@preston_mcswain @NACUBO @MebFaber Great question @preston_mcswain

[Wes Gray 🇺🇸 @alphaarchitect]

For decades, traditional commercial banks dominated the mortgage market. However, over the last 20 years, a massive shift has occurred, with "shadow banks"...this paper explains why
by @ebasilico
https://t.co/FnuWdRIgIH

[Wes Gray 🇺🇸 @alphaarchitect]

Stock momentum has long been a workhorse idea. Buy recent winners. Sell recent losers. Critics argue those profits mostly come from riding factor trends like value, size, or industry tilts. This paper pushes back...
by @ebasilico
https://t.co/HCMwJEoCFA

[Elisabetta Basilico, PhD, CFA @ebasilico]

My latest for Alpha Architect

[Wes Gray 🇺🇸 @alphaarchitect]

This paper shows how recent advances in large language models (LLMs) make it possible to track geoeconomic pressure in near real time...
by @ebasilico
https://t.co/nbYlPiDtRQ

[Elisabetta Basilico, PhD, CFA @ebasilico]

My latest for @alphaarchitect

[Wes Gray 🇺🇸 @alphaarchitect]

Over the past two decades, middle-class Americans have quietly changed how they invest...and it includes a lot more stocks!
by @ebasilico
https://t.co/avVLtWHLYm

[Wes Gray 🇺🇸 @alphaarchitect]

Private markets have grown from a niche to a central pillar of institutional portfolios, yet their decision-making infrastructure remains analog...can AI help investors improve their decisions in the private equity space?
by @ebasilico
https://t.co/z3aL185OY2

[Elisabetta Basilico, PhD, CFA @ebasilico]

5️⃣ Not starting early → Habits form by age 7

[Elisabetta Basilico, PhD, CFA @ebasilico]

5 money mistakes parents make (and how to fix them)

A thread 🧵 1/5- read below 👇🏻

Which one do you see most often?

[Elisabetta Basilico, PhD, CFA @ebasilico]

4️⃣ Hiding financial stress → Model calm planning

[Elisabetta Basilico, PhD, CFA @ebasilico]

3️⃣ Buying every “want” → Teach patience & saving

[Elisabetta Basilico, PhD, CFA @ebasilico]

2️⃣ Unlimited allowance → Set structure + purpose

[Elisabetta Basilico, PhD, CFA @ebasilico]

1️⃣ Avoiding money talk → Be open, let kids ask questions

[Elisabetta Basilico, PhD, CFA @ebasilico]

@bdkoepke Well said!

[Elisabetta Basilico, PhD, CFA @ebasilico]

The World Bank and the OECD have found that 50% of households worldwide, if faced with the loss of their income, have savings to cover only one month of expenses — and 28% can cover just one week!

That’s why we must bring financial education to as many children as possible.

[Elisabetta Basilico, PhD, CFA @ebasilico]

Compound interest is magic. The earlier kids meet it, the richer their lives become.

How early did you teach it to your kids?

I will start 👇🏻

3 years old