Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Risk Profiling and Tolerance: Insights for the Private Wealth Manager

Author: Joachim Klement

Publisher: CFA Institute Research Foundation

Published: 2018-05-01

Total Pages: 150

ISBN-13: 1944960473

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If risk aversion and willingness to take on risk are driven by emotions and we as humans are bad at correctly identifying them, the finance profession has a serious challenge at hand—how to reliably identify the individual risk profile of a retail investor or high-net-worth individual. In this series of CFA Institute Research Foundation briefs, we have asked academics and practitioners to summarize the current state of knowledge about risk profiling in different key areas.


The Corporate Directory of US Public Companies 1995

The Corporate Directory of US Public Companies 1995

Author: Elizabeth Walsh

Publisher: Springer

Published: 2016-06-11

Total Pages: 2657

ISBN-13: 1349138908

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This valuable and accessible work provides comprehensive information on America's top public companies, listing over 10,000 publicly traded companies from the New York, NASDAQ and OTC exchanges. All companies have assets of more than $5 million and are filed with the SEC. Each entry describes business activity, 5 year sales, income, earnings per share, assets and liabilities. Senior employees, major shareholders and directors are also named. The seven indices give an unrivalled access to the information.