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l3 10 managing individual investor portfolios

This class was created by Brainscape user Steven Popovic. Visit their profile to learn more about the creator.

By: Steven Popovic
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Decks in this class (14)

a discuss how source of wealth, measure of wealth, and stage of life affect an individual investors’ risk tolerance;
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b explain the role of situational and psychological profiling in understanding an individual investor;
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c compare the traditional finance and behavioral finance models of investor decision making;
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d explain the influence of investor psychology on risk tolerance and investment choices;
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e explain the use of a personality typing questionnaire for identifying an investor’s personality type;
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f compare risk attitudes and decision- making styles among distinct investor personality types, including cautious, methodical, spontaneous, and individualistic investors;
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g explain potential benefits, for both clients and investment advisers, of having a formal investment policy statement;
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h explain the process involved in creating an investment policy statement;
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i distinguish between required return and desired return and explain how these affect the individual investor’s investment policy;
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j explain how to set risk and return objectives for individual investor portfolios and discuss the impact that ability and willingness to take risk have on risk tolerance;
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k discuss each of the major constraint categories included in an individual investor’s investment policy statement;
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l prepare and justify an investment policy statement for an individual investor;
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m determine the strategic asset allocation that is most appropriate for an individual investor’s specific investment objectives and constraints;
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n compare Monte Carlo and traditional deterministic approaches to retirement planning and explain the advantages of a Monte Carlo approach.
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l3 10 managing individual investor portfolios

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