Apa itu Penilaian kesesuaian?
Penilaian kesesuaian A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
How is “Penilaian kesesuaian” Used in Practice?
MiFID II dan FINRA mengharuskan penasihat investasi melakukan penilaian kesesuaian sebelum merekomendasikan instrumen keuangan kepada nasabah ritel.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Apa itu Penilaian kesesuaian?
A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
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