Investor Risk Profiling: An Overview
Joachim Klement
Feb 2015 · CFA Institute Research Foundation
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About this 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 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.
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4.0
5 reviews
James Poulter
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December 26, 2018
interesting and free.
Reyn Lucina
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August 12, 2020
Interesting and helpful references
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