リスクプロファイリングとは？
リスクプロファイリング 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 “リスクプロファイリング” Used in Practice?
リスクプロファイリングは顧客オンボーディングの不可欠な工程であり、MiFID IIおよびFINRA規則下で記録されなければならない。
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
Learn “リスクプロファイリング” Free with Termify
Master リスクプロファイリング and 4,071+ professional terms with native pronunciation, IPA transcriptions and career quizzes. 100% free, forever.
Download Free for iOSFrequently Asked Questions
リスクプロファイリングとは？
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 リスクプロファイリング 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.
Last updated: