Risk Profiling and Tolerance: Insights for the Private Wealth Manager

112 Pages Posted: 16 Oct 2018

Date Written: June 2018

Abstract

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.

Suggested Citation

Klement, Joachim, Risk Profiling and Tolerance: Insights for the Private Wealth Manager (June 2018). CFA Institute Research Foundation Publications, June 2018. Available at SSRN: https://ssrn.com/abstract=3247803 or http://dx.doi.org/10.2139/ssrn.3247803

Joachim Klement (Contact Author)

Fidante Partners ( email )

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

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