Risk profiling expert suggests due diligence questions
Paul Resnik is a co-founder of FinaMetrica which provides best practice psychometric risk tolerance testing tools and investment suitability methodologies to financial advisers in 20 countries. In response to the Indian Investment Adviser Regulations, he offers some suggestions on how to assess risk profiling tools.
Creating a robust equity dividend strategy
Stephen Thornber of Threadneedle Investments reveals his investment process in creating a robust income-generating equity portfolio, and explains what investors should look for.
Using personality assessment to advise investors
Greg B. Davies of Barclays Wealth reveals the value and application of the firm’s financial personality assessment tool, and explains how behavioural finance can be used practically.
Behavioural finance – investor attitudes to wealth
Peter Brooks of Barclays Wealth looks at the desire for more financial discipline across Asia, and explains what the key findings from a recent global survey highlight about behavioural biases of wealthy individuals.
Understanding the personalities and actions of investors
Greg B. Davies of Barclays Wealth explains the practical role that behavioural finance plays in wealth management, in particular to identify different personalities.
The basic advisory process in Australia
Martin Dobson of Avenue Capital Management explains the steps involved for financial advisers in Australia when acquiring clients, setting up their accounts, and advising them appropriately.