Что такое Оценка соответствия?
Оценка соответствия 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 “Оценка соответствия” Used in Practice?
MiFID II и FINRA требуют, чтобы инвестиционные консультанты проводили оценку соответствия перед рекомендацией финансовых инструментов частным клиентам.
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Who Needs to Know This Term?
- Financial Analysts
- Bankers
- Traders
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Что такое Оценка соответствия?
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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