¿Qué es Perfilado de riesgo?
Perfilado de riesgo 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 “Perfilado de riesgo” Used in Practice?
El perfilado de riesgo es un paso esencial en la incorporación de clientes y debe documentarse según MiFID II y FINRA.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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¿Qué es Perfilado de riesgo?
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.
Where can I learn this term for free?
Termify is a 100% free professional English app that teaches Perfilado de riesgo and 4,071+ other industry terms with native pronunciation, IPA transcriptions and career quizzes. Available on iOS in 23 languages. No subscription, no credit card required.
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