O que e Perfil de risco?
Perfil de risco 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 “Perfil de risco” Used in Practice?
O perfil de risco é etapa essencial na integração de clientes e deve ser documentado segundo a MiFID II e FINRA.
Certification Exam Relevance
Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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O que e Perfil de risco?
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 Perfil de risco 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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