How Framing Affects Investment Decisions & Outcomes

We display risk-aversion when we are offered a choice in one setting and then turn into risk-seekers when we are offered the same choice in a different setting. We tend to ignore the common components of a problem and concentrate on each part in isolation.” – Peter Bernstein
Let’s say you were given fifty-fifty odds of either winning $8 or $32. Not a bad deal, but let’s also assume you were given a fifty-fifty chance of losing either $8 or $32.
You would think that either way you would feel pretty good about either option in the first set of odds and pretty bad about losing money in the second set of odds. Yet when this study was actually performed that’s not what happened at all.
The subjects actually felt slightly positive when they lost $8 because they avoided losing $32. But when they won $8 they reported a feeling of dissatisfaction because they didn’t win $32. They felt good about losing $8 because the gamble was framed in terms of losses and they felt bad about winning $8 because the gamble was framed in terms of gains.
This is what behavioral economists call framing. Framing refers to the fact that we tend to draw different conclusions from information depending on how it’s presented to us.
Another example comes from a research study that shows how doctors can actually change their patient’s mind about a surgical procedure based on how they frame their diagnosis recommendation. Patient decisions were much different when the doctor said “you have a 90% chance of survival” versus “you have a 10% chance of mortality.”
More patients opted in for the surgery when it was framed in terms of survival while more opted out when presented with the mortality option. It’s the same exact odds but just presented using a different point of view.
Framing occurs frequently in the financial markets because it’s the ultimate playground for gains and losses. We constantly see comparisons of market and economic data today versus those in the peak years or those in the trough years. Morgan Housel had a perfect take on this type of framing:

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