Risk Profiling of Investors: Analyze Customer Profiles and Use Them in Consulting

Oliver Everling and Monika Müller (publisher): Risk profiling of investors: aptly analyze customer profiles and use them in consulting, Bank-Verlag Medien GmbH, Cologne, http://www.bank-verlag-shop.de/product_info.php/products_id/ 869, 1st edition 2009, 534 pages, item no. 22,443-0900, ISBN 978-3-86556-222-7.

Consultants must ensure that their investment recommendation matches the risk type and viability of the client.

Both economic and psychological aspects are important. An economic aspect of the risk assessment is, for example, the financial situation of the customer, which represents an important cornerstone of MiFID-compliant advice. These include the individual income and assets situation as well as necessary risk buffers. The psychological component deals with the customer’s risk attitude, the previous personal experiences, assessments and personality traits such as risk affinity or safety awareness.

The book presents the most important risk profiling methods and systems for investors, in particular the business and legal scope of concepts, investors’ risk preferences for investigation and documentation.

Oliver Everling und Monika Müller (Herausgeber): Risikoprofiling von Anlegern: Kundenprofile treffend analysieren und in der Beratung nutzen, Bank-Verlag Medien GmbH, Köln, http://www.bank-verlag-shop.de/product_info.php/products_id/869, 1. Auflage 2009, 534 Seiten, Art.-Nr. 22.443-0900, ISBN 978-3-86556-222-7.

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