Bridge over ocean
28 July 2015 Multimedia

Insights in Risk Profiling for Private Clients

  1. Joachim Klement, CFP, CFA

Research in risk profiling shows that several factors can provide more accurate and reliable insights into the risk profile of investors. Among these factors are the lifetime experiences an investor has had, the financial decisions made in the past, and the influence of family and friends as well as advisers. By using these factors, practitioners can get a better understanding of their clients’ preferences in order to recommend suitable investment strategies and products.

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