Investor Risk Profiling: An Overview

16 Pages Posted: 24 Apr 2015  

Joachim Klement

Fidante Partners

Date Written: February 26, 2015

Abstract

In this discussion of investor risk profiling, current risk-profiling practice is reviewed and contrasted with regulatory demands and recent research findings.

Keywords: risk profiling

JEL Classification: G00

Suggested Citation

Klement, Joachim, Investor Risk Profiling: An Overview (February 26, 2015). CFA Institute Research Foundation. Available at SSRN: https://ssrn.com/abstract=2597691 or http://dx.doi.org/10.2139/ssrn.2597691

Joachim Klement (Contact Author)

Fidante Partners ( email )

1 Tudor Street
London, EC4Y 0AH
United Kingdom
02078320956 (Phone)

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