Finance English
Investment

Phân tích hồ sơ rủi ro la gi?

Phân tích hồ sơ rủi ro 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 “Phân tích hồ sơ rủi ro” Used in Practice?

Phân tích hồ sơ rủi ro là bước thiết yếu trong onboarding khách hàng và phải được ghi nhận theo quy định MiFID II và FINRA.

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

Phân tích hồ sơ rủi ro la gi?

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.

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