Investor Risk Profiling An Overview is popular PDF and ePub book, written by Joachim Klement in 2015-02-26, it is a fantastic choice for those who relish reading online the Business & Economics genre. Let's immerse ourselves in this engaging Business & Economics book by exploring the summary and details provided below. Remember, Investor Risk Profiling An Overview can be Read Online from any device for your convenience.

Investor Risk Profiling An Overview Book PDF Summary

The current standard process of risk profiling through questionnaires is highly unreliable and typically explains less than 15% of the variation in risky assets between investors—mostly because the questionnaires focus on socio-economic variables and hypothetical scenarios. The existing research in risk profiling shows, however, that several factors can provide more accurate and reliable insights into the risk profile of investors. Among these factors are the lifetime experiences an investor has had, the financial decisions made in the past, and the influence of family and friends as well as advisers. By using these factors, practitioners can get a better understanding of their clients’ preferences in order to recommend suitable investment strategies and products.

Detail Book of Investor Risk Profiling An Overview PDF

Investor Risk Profiling  An Overview
  • Author : Joachim Klement
  • Release : 26 February 2015
  • Publisher : CFA Institute Research Foundation
  • ISBN : 9781934667941
  • Genre : Business & Economics
  • Total Page : 28 pages
  • Language : English
  • PDF File Size : 14,8 Mb

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Investor Risk Profiling An Overview

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