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 : 154
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 154 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.


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