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The Traditional Approach to Risk Tolerance

  • Nicoletta Marinelli
  • Camilla Mazzoli
Chapter
Part of the Palgrave Macmillan Studies in Banking and Financial Institutions book series (SBFI)

Abstract

Assessing client risk tolerance is one of the most important, yet most nebulous, activities within the financial planning process. A person’s level of risk tolerance impacts upon a diverse number of financial decisions, such as portfolio management, type of mortgage, insurance deductibles, estate planning, and so on (Roszkowski and Grable, 2005). For years, the need to understand the attitude of investors toward risk has led both academics and practitioners to find reliable tools to assess the risk tolerance of individuals.

Keywords

Risk Profile Portfolio Management Risk Tolerance Financial Adviser Financial Firm 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

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Copyright information

© Nicoletta Marinelli and Camilla Mazzoli 2011

Authors and Affiliations

  • Nicoletta Marinelli
  • Camilla Mazzoli

There are no affiliations available

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