25 December 2012

Take 15: How Experience Determines Financial Risk Preferences (Video)

Posted In: Behavioral Finance, Portfolio Management

Joachim Klement, CFA, chief investment officer for Wellershoff & Partners Ltd., examines the role of personal experiences in determining financial risk preferences among investors, and how this can help financial advisers.

This episode of the Take 15 Series was originally released on 5 December 2012.

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Tags: risk tolerance, Take 15, Videos

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About the Author(s)

Ed Bace, CFA

Ed Bace, CFA, was previously head of education for the Europe, Middle East, and Africa (EMEA) region at CFA Institute. He has also served as a professor of finance at BPP Business School. Bace has more than 20 years of experience in international finance, including roles with the European Bank for Reconstruction and Development, Lehman Brothers, and Standard & Poor’s. He holds an MBA in finance and international business from New York University.