How far are they willing to go?

May 2013
Accounting Today;May2013, Vol. 27 Issue 5, p26
Trade Publication
The article discusses how financial planners can effectively gauge their clients' risk tolerance. Traditionally, investment firms use the client risk tolerance questionnaire as a measurement method. Included in the survey are important facts that are quantitative in nature: age, composition of asset base, and a summary of income and expenses. The incorporation of volatility management into the asset management process as a method for dealing with risk tolerance is proposed.


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