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Purpose

This study aims to explore the interaction between personality traits and behavioral biases of investor behavior through a systematic literature review. The research addresses questions related to the application of theoretical frameworks that clarify the relationship between personality traits and behavioral biases.

Design/methodology/approach

A total of 58 articles, spanning from 2000 to 2024, data extracted from Scopus and Web of Science databases and then screened based on Q1 and Q2 SCI ranking journals only. The review draws upon the SPAR-4-SLR protocol for data collection and uses the TCCM framework for structuring analysis and guiding future research agendas.

Findings

The review reveals that personality traits such as neuroticism and extraversion influence biases like overconfidence and herding. These findings highlight the potential for tailored investment strategies, regulatory measures and educational initiatives to reduce bias-driven decision-making. The results also indicate the value of integrating personality assessments and financial literacy improvement in investor guidance.

Research limitations/implications

The analysis is limited to studies from Q1 and Q2 SCI-ranked journals, which may exclude relevant research from lower-ranked or emerging sources. The focus on published literature also means that unpublished or non-English studies were not considered, potentially narrowing the scope of insights.

Originality/value

This study synthesizes investor personality traits and behavioral biases using complementary SPAR-4-SLR and TCCM frameworks.

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