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Investment

Was ist Risikoprofilierung?

Risikoprofilierung A systematic process used by investment firms to determine an investor’s risk tolerance, capacity, and willingness to take risk, forming the basis for suitability and portfolio construction.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “Risikoprofilierung” Used in Practice?

Die Risikoprofilierung ist ein wesentlicher Schritt bei der Kundenaufnahme und muss gemäß MiFID II und FINRA dokumentiert werden.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Was ist Risikoprofilierung?

A systematic process used by investment firms to determine an investor’s risk tolerance, capacity, and willingness to take risk, forming the basis for suitability and portfolio construction.

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