Practitioners' Insights: Investor Risk Profiles & Portfolio Strategy | Bob Dannhauser, CFA скачать в хорошем качестве

Practitioners' Insights: Investor Risk Profiles & Portfolio Strategy | Bob Dannhauser, CFA

Watch Mr. Bob Dannhauser, CFA, present on "Practitioners' Insights: Investor Risk Profiles & Portfolio Strategy”. The session was moderated by Mr. Mohit Beriwala, CFA. Beginning in January of 2020, SEBI requires that investment advisors only provide advice after a client risk profile is completed and acknowledged by the client. And while most advisors understand that understanding a client’s situation and attitudes and tolerances for risk is important, all too often the risk profile is treated like a compliance nuisance. In this webinar, we reviewed three essential dimensions - client risk profile, identify the challenges in reconciling those dimensions, and review how the insights from the risk profile can be incorporated in portfolio strategy. The discussion has been drawn from the recently published paper “Investment Risk Profiling: A Guide for Financial Advisors” co-authored by Professor John Grable, Amy Hubble, PhD, CFA, and Bob Dannhauser CFA. Bob Dannhauser, CFA is a writer, consultant, and researcher focused on sustainable investing, asset management, and wealth management. He is Senior Advisor to The Investment Integration Project (tiiproject.com), an applied research and consultancy addressing systemic risk management and sustainable investing. From 2007-2019, Bob served on the staff of CFA Institute, most recently as Head of Global Private Wealth Management. He also was Head of Global Capital Markets Policy and Head of Standards of Practice during his tenure at CFA Institute, and served on the CFA Institute investment committee overseeing the organization’s Reserves portfolio. He has more than 20 years experience in client facing roles with several asset management firms, and has worked with a wide variety of corporate, public retirement fund, eleemosynary, multiemployer trust, and high net worth clients. Bob is a Chartered Financial Analyst (CFA) and has also earned the Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations. He holds a Masters in Public Health from the University of Medicine and Dentistry of New Jersey; a Masters in Business Administration from Cornell University; and a Bachelors of Arts degree in Political Science. Bob is based in the New York City area. Mohit Beriwala, CFA runs a Boutique Private Wealth Advisory firm. They help Entrepreneurs & Professionals make Smarter Investment Decisions to help Achieve their Life’s Goals faster & in the process build Multi – Generational Wealth. Their main focus is on Behavioural Finance. Apart from Finance, he is very focused on Community Service & is instrumental in running the Read & Feed program in South Kolkata where they Teach English & Feed underprivileged children. He is an Active Volunteer for the CFA Society India & is also the Chairman for Kolkata Eden Round Table 315. By qualification, he is a CFA, FRM & has MS in Finance Viewers are welcome to register for other webinars lined up, details of which can be found at any of our social media handles at LinkedIn, Twitter, Facebook and Instagram, or the Weekly Flash email. The CFA Society India, established in March 2005, is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. As one of the over 158 CFA Institute member societies, The CFA Society India connects local members to a global network of investment professionals.