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Risk Profiling through a Behavioral Finance Lens
Language: en
Pages: 22
Authors: Michael Pompian
Categories: Business & Economics
Type: BOOK - Published: 2016-03-03 - Publisher: CFA Institute Research Foundation

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This piece examines risk profiling through a behavioral finance lens. Behavioral finance attempts to understand and explain actual investor behavior, in contras
Risk Profiling and Tolerance: Insights for the Private Wealth Manager
Language: en
Pages: 154
Authors: Joachim Klement
Categories: Business & Economics
Type: BOOK - Published: 2018-05-01 - Publisher: CFA Institute Research Foundation

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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
New Vistas in Risk Profiling
Language: en
Pages: 230
Authors: Greg B. Davies
Categories: Business & Economics
Type: BOOK - Published: 2017-08-01 - Publisher: CFA Institute Research Foundation

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Risk profiling is fraught with misunderstandings that lead to ill-advised approaches to determining suitable investment solutions for individuals. The author di
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

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The current standard process of risk profiling through questionnaires is highly unreliable and typically explains less than 15% of the variation in risky assets
Behavioral Finance for Private Banking
Language: en
Pages: 263
Authors: Kremena K. Bachmann
Categories: Business & Economics
Type: BOOK - Published: 2018-06-06 - Publisher: John Wiley & Sons

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An essential framework for wealth management using behavioral finance Behavioral Finance for Private Banking provides a complete framework for wealth management