The dangers of risk-profiling are best illustrated by example, he says. Assume a 40-year-old man with R1 million invested in a retirement annuity was profiled as a conservative investor and ...

The Investor Advisory Panel (IAP), an independent committee of the Ontario Securities Commission (OSC), announced on Friday it will be jointly organizing a roundtable with the OSC Investor Office on ...

For example, a client’s capacity to take on risk and how much risk is required to achieve the goal are influenced by the amount of money needed, time horizon, cash flow, liquidity need, and ...

Storey also discussed how risk profiling was not redundant in decumulation and was still part of the journey despite the amount of focus that is now given to assessing capacity for loss.

We advocate for a shift in the operational risk management mindset to address the challenges of the synthetic era through: enhanced risk profiling, human-robot task trade-off catalogs, incident ...

For example, risk capacity may not be a major concern for a bucket that is only a small portion of the investor’s overall wealth, or “nice to have” (as opposed to a “need to have ...

By Hayden Sadler, Country Manager at Infinidat Issued by InfinidatJohannesburg, 25 Sep 2019 Visit our press office ...

St. James’s Place (SJP) has entered a long-term partnership with Dynamic Planner to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made ...