Qu'est-ce que Profilage de risque ?
Profilage de risque 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 “Profilage de risque” Used in Practice?
Le profilage de risque est une étape essentielle de l’intégration des clients et doit être documenté selon MiFID II et la FINRA.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Qu'est-ce que Profilage de risque ?
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 Profilage de risque 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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