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Managing individual investor portfolios (Investor characteristics…
Managing individual investor portfolios
Investor characteristics
Situational Profiling
Measure of wealth
Stage of life
Source of wealth - investor's probable attitude towards risk
Psychological profiling
Behavioral finance
Personality typing
Spontaneous investors
Individualist investors
Methodical investors
Cautious investors
Traditional finance
Investment policy statement
Setting return & risk objectives
Return objectives
Return requirement
Income requirement
Growth requirement
Return desire
Risk objectives
Ability to take risk
Willingness to take risk
Constraints
Liquidity
Time horizon
Taxes
Legal & regulatory environment
Unique circumstances