Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Risk Profiling and Tolerance: Insights for the Private Wealth Manager
Author :
Publisher : CFA Institute Research Foundation
Total Pages : 150
Release :
ISBN-10 : 9781944960476
ISBN-13 : 1944960473
Rating : 4/5 (473 Downloads)

Book Synopsis Risk Profiling and Tolerance: Insights for the Private Wealth Manager by : Joachim Klement

Download or read book Risk Profiling and Tolerance: Insights for the Private Wealth Manager written by Joachim Klement and published by CFA Institute Research Foundation. This book was released on 2018-05-01 with total page 150 pages. Available in PDF, EPUB and Kindle. Book excerpt: If risk aversion and willingness to take on risk are driven by emotions and we as humans are bad at correctly identifying them, the finance profession has a serious challenge at hand—how to reliably identify the individual risk profile of a retail investor or high-net-worth individual. In this series of CFA Institute Research Foundation briefs, we have asked academics and practitioners to summarize the current state of knowledge about risk profiling in different key areas.


Risk Profiling and Tolerance: Insights for the Private Wealth Manager Related Books

Risk Profiling and Tolerance: Insights for the Private Wealth Manager
Language: en
Pages: 150
Authors: Joachim Klement
Categories: Business & Economics
Type: BOOK - Published: 2018-05-01 - Publisher: CFA Institute Research Foundation

DOWNLOAD EBOOK

If risk aversion and willingness to take on risk are driven by emotions and we as humans are bad at correctly identifying them, the finance profession has a ser
Investor Risk Profiling: An Overview
Language: en
Pages: 28
Authors: Joachim Klement
Categories: Business & Economics
Type: BOOK - Published: 2015-02-26 - Publisher: CFA Institute Research Foundation

DOWNLOAD EBOOK

The current standard process of risk profiling through questionnaires is highly unreliable and typically explains less than 15% of the variation in risky assets
New Vistas in Risk Profiling
Language: en
Pages: 32
Authors: Greg B. Davies
Categories: Business & Economics
Type: BOOK - Published: 2017-08-01 - Publisher: CFA Institute Research Foundation

DOWNLOAD EBOOK

Risk profiling is fraught with misunderstandings that lead to ill-advised approaches to determining suitable investment solutions for individuals. The author di
Investment Governance for Fiduciaries
Language: en
Pages: 190
Authors: Michael E. Drew
Categories: Business & Economics
Type: BOOK - Published: 2019-04-22 - Publisher: CFA Institute Research Foundation

DOWNLOAD EBOOK

Governance is a word that is increasingly heard and read in modern times, be it corporate governance, global governance, or investment governance. Investment go
Investment Risk Profiling
Language: en
Pages:
Authors: Amy Hubble
Categories:
Type: BOOK - Published: 2020 - Publisher:

DOWNLOAD EBOOK