Insights from Psychology and Psychometrics on Measuring Risk Tolerance
- Do You Have the Right Asset Allocation? Benz, Christine // Morningstar Practical Finance;Aug2008, Vol. 4 Issue 8, p1
The article discusses various reports published within the issue, including one on an asset-allocation plan of the most complicated and personal aspects of financial planning, one on interview with Tom Idzorek and Paul Kaplan, and one on developing asset allocation.
- The harder things to impart through online advice-comment of the week. Bentley, Graham // Money Marketing (Online Edition);2/27/2014, p60
The author offers insights on topics including the tendency of online investment advice to observe formulaic tools relating to asset allocation and fund selection, the risk discussion process, and the significant role of relationship management in the formulation of financial planning advice.
- VIEW: Mikhail Munenzon, The Observatory. // Investor Focus;Sep2010, p9
The article discusses the key differences between family offices and endowments as well as the empirical analysis and approach to asset allocation and risk management. It states that the innovative thinking regarding investment opportunities is the key for the successful endowment model....
- GFC 2.0 to put portfolios on the defensive. Tsanadis, Andrew // Money Management;1/19/2012, Vol. 26 Issue 1, p10
The article reports on the belief of Fidelity Worldwide Investment director of asset allocation Trevor Greetham that the global financial crisis can be dealt with by the financial services industry through a conservative asset allocation in 2012.
- Reducing Retirement Risk. FULLMER, RICHARD K. // Financial Planning;Oct2008, Vol. 38 Issue 10, p147
The article discusses how retirees configure their portfolio for the long term. Although the common argument states that portfolios with conservative asset allocations may not provide sufficient investment returns in retirement, it does not mandate that investors should be invested aggressively...
- Why I Don't Forecast. Joy, Melissa // Financial Planning;Apr2015, Vol. 45 Issue 4, p72
The article focuses on the concerns of financial market forecasting. Topics discussed include predictions leading to overconfidence in people, reduced success rate of market forecasts, concerns of spending and financial planning with predictions, and predictions leading to distractions of asset...
- The Capital Markets Outlook Is Good--But What Can Go Wrong? Ramseyer, William I. // Real Estate Issues;Summer2006, Vol. 31 Issue 1, p33
The author reflects on the persistent investment interest in the real estate market in 2006. He points out the current allocations from current institutional investors. He notes the increased risk exposure of investors. He explains the potential reason behind the influx of new investors in the...
- Strict multi-asset funds consistently outperform flexible peers, research finds. // Fundweb;3/21/2013, p6
The article reports on the findings of the S&P Capital IQ Fund Research on the performance of the strict multi-asset funds in Great Britain. Figures from the research shows that multi-asset funds with strict mandates consistently outperform their flexible peers in 2012 driven by controlling risk...
- Assessing the Risks of Trading Strategies Using Acceptability Indices. Sonono, Masimba E.; Mashele, Hopolang P. // Journal of Mathematical Finance;Nov2013, Vol. 3 Issue 4, p465
The paper looks at the quantification of risks of trading strategies in incomplete markets. We realized that the no-arbitrage price intervals are unacceptably large. From a risk management point of view, we are concerned with finding prices that are acceptable to the market. The acceptability of...