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

Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Joachim Klement

Publisher Description

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.

GENRE
Business & Personal Finance
RELEASED
2018
May 1
LANGUAGE
EN
English
LENGTH
112
Pages
PUBLISHER
CFA Institute Research Foundation
SELLER
RESEARCH FOUNDATION OF CFA INSTITUTE
SIZE
3.4
MB

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