Bridge over ocean
26 April 2015 Multimedia

Identifying Investor Risk Profiles

Ideas for Investors, Advisors, and Regulators

  1. Joachim Klement, CFP, CFA

Joachim Klement, CFA, gives an overview of the current best practices to identify investor risk appetite and techniques to identify investor risk profiles more accurately. Klement also discusses the latest research on drivers of investor risk preferences and how to use these findings in everyday practice.
CFA Members Earn 1PL
Record PL credit Manage your Professional Learning credits

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.