Che cos'e Valutazione di adeguatezza?
Valutazione di adeguatezza 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 “Valutazione di adeguatezza” Used in Practice?
MiFID II e FINRA richiedono ai consulenti finanziari di effettuare una valutazione di adeguatezza prima di raccomandare strumenti finanziari ai clienti retail.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Che cos'e Valutazione di adeguatezza?
A regulatory process by which investment firms determine if a financial product or portfolio strategy matches the investor’s risk profile, objectives, and constraints.
Where can I learn this term for free?
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