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- Boost Your Returns by Conquering Risk
- Risk is hard to define and even harder to detect or measure. But if you don't understand how much you can stand, you're liable to find yourself in the wrong investments at the wrong time. We think we know what risk is, but it’s a...
- Articles 2009-09-14
- Get More from Your Financial Advisor: 5 Rules
- As financial planners themselves, editors Jill Schlesinger and Ray Martin have worked with a lot of clients. Here are their tips for working with your own advisor.
- Videos 2009-10-22
Additional Resources
- RiskPack: How to Evaluate Risk Tolerance
- A common complaint against financial planners is that their investment recommendations violate suitability standards. Evaluating a client's risk tolerance should be a primary task for financial planners, but few planners understand the basic issues involved in risk tolerance assessment. RiskPack is a simple framework propose that separates risk tolerance into...
- White papers 2001-06-01
- Assessing Risk Tolerance For Asset Allocation
- This article proposes a risk tolerance questionnaire that develops asset allocation guidelines as a dual function of risk tolerance and time horizon. Although no risk tolerance questionnaire by itself can provide a definitive answer to the asset allocation question, it can be a useful instrument for making a first pass...
- White papers 2003-03-01
- What Is My Risk Tolerance?
- On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, you should consider your risk tolerance when deciding how much of your portfolio you want to invest in stock. Complete the given questionnaire...
- Tools & templates 2008-01-01
- The Risk Tolerance of International Investors
- Investor confidence and risk tolerance are important concepts that investors are constantly trying to gauge. This paper takes an alternative approach by looking at the world-wide holdings and trading of risky assets. It models global capital markets as the interaction between large global institutional investors and smaller domestic investors from...
- White papers 2003-12-01
- 2007 Dissertation Award: a five-nation examination of financial risk tolerance
- Abstract This study expanded the current literature base on financial risk tolerance and specifically addressed the understanding of this construct from a multinational perspective by employing an empirical comparison of financial risk tolerance between the Middle Eastern country of Kuwait and the countries of Australia, New Zealand, United Kingdom,...
- Research articles 2007-01-01
- Market Moves Test Risk Tolerance
- Mitul Kotecha submits: I must admit it has been quite tough to get a handle on the sharp moves in markets over recent days. Market sentiment shifted from positive to negative and back again in a matter of hours, meaning that anyone wanting to put on a long term trading...
- External links 2009-08-24
- One B/D's Take on Assessing Risk
- Kol Birke, a financial behavior specialist with the independent broker/dealer Commonwealth Financial Network, suggests that advisors develop a risk score for clients after discussing four topics with them: risk tolerance, goals, behavior, and investment knowledge. (In the case of a client couple, I would advise that you query each spouse...
- News items 2009-10-28
- Managing Catastrophic Risk With Insurance Contracts Subject to Default Risk
- This paper develops a theoretical model of optimal contracting for financing large, infrequent events, where the payoffs are subject to both default risk and basis risk. Full insurance above a deductible is optimal when both parties have same the perception of the seller's default risk. When this perception differs, the...
- White papers 2000-02-01
- Assessing risk tolerance: questioning the questionnaire method.
- Sep 05, 2003 (Journal of Financial Planning - ABIX via COMTEX) Risk questionnaires are not a reliable source of information about investors. A study of risk questionnaires, used by financial planners to determine the level of risk tolerated by individual investors, shows that they...
- Research articles 2003-09-05
- General Investing: Risk and Reward
- The key to developing a sound portfolio is to strike the right balance between potential reward and risk. In the financial markets, pursuing higher returns usually means accepting higher levels of risk. Before you venture anything, you should determine your personal level of risk tolerance, given your needs and goals....
- White papers 2008-08-01
- Risk Decision Making: Whose Call Is It?
- A decision-maker will to some degree always apply his or her own personal risk tolerance to a decision. Consequently, if security leadership has been empowered to make major risk decisions, they should try very hard to be as aware as possible of business management's risk tolerances. If security leadership isn't...
- White papers 2007-01-01
- Project Risk Management: It's Either Contingency Planning Now Or Emergency Relief Later
- The competitive market and stakeholder risk tolerance levels exacerbate the myth that risk management initiatives are a waste of project resource time; that time should be focused on the actual work of the project, not events that may or may not occur. The fact is, however, that it is either...
- White papers 2008-03-09
- Absolute Risk
- The biggest mistake investors can make is to go beyond their risk tolerance. Planners play a key role in helping them determine their true threshold of comfort. Unfortunately, investors generally have to experience a real decline before they understand it. Brokers try to explain this phenomenon with academic terms, such...
- White papers 2001-04-01
- Rethink Risk
- From the executive summary: ‘Researches indicate that most financial planners use passive asset allocation portfolio because it is the only method they know for managing risks. They use historical statistics of return, risk, and correlation to allocate portfolio among different asset classes or funds representing the asset classes. Once the...
- White papers 2003-08-01
- Risk profiling: Rocket science or snake oil?
- Byline: Sue Webster Nov 17, 2005 (Financial Planning - ABIX via COMTEX) -- Wes McMaster, a financial planning academic at Australia's RMIT University, says that "know your client" laws make...
- Research articles 2005-11-17
- Know Yourself, Know Your Risk Tolerance
- Because money is an emotional subject and our emotions often lead us in the wrong directions, there are few things more important than knowing yourself as an investor. And that means examining your attitude toward risk - the potential for seeing your investments lose value and how you might react...
- White papers 2008-02-14
- Test Your Risk Tolerance
- Many factors play into how much risk you can afford to have in your portfolio. This tool is designed to get at some of those factors and demonstrate how their combination will affect your investment choices.
- Tools & templates 2008-01-01
- Do Your Investments Match Your Job?
- More financial planners are starting to take their clients' occupations into account when recommending asset allocations. Here's how to tell if you are a stock or a bond — and what you should do about it. ...
- Articles 2009-09-03
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