WealthTech Cookbook. Risk Profiling

WealthTech Cookbook. Risk Profiling

Evaluating the risk level that is suitable for an investor is crucial for providing suitable investment advice. Here, we are looking in detail at how investors’ responses may be analyzed…

WealthTech Cookbook: Portfolio Management Component

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…