Bridge over ocean
1 May 1989 Financial Analysts Journal Volume 45, Issue 3

Facilitating a Dialogue on Risk: A Questionnaire Approach

  1. Dean LeBaron
  2. Gail Farrelly
  3. Susan Gula

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.

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