1 May 1989Financial Analysts JournalVolume 45, Issue 3
Facilitating a Dialogue on Risk: A Questionnaire Approach
Dean LeBaron
Gail Farrelly
Susan Gula
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Use of a “risk” questionnaire can facilitate a dialogue between investment managers and institutional clients on the topic of risk tolerance. The questionnaire is designed in such a way that a respondent’s indication of interest in various topics also indicates the respondent’s risk-taking propensities. Such information allows managers to tailor their services to the particular needs of individual clients.
Association for Investment Management and Research
6 pages doi.org/10.2469/faj.v45.n3.19ISSN/ISBN: 0015-198X
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