This article is about individualising the process of giving advice to a retail customer in the field of asset allocation. With regard to this process, two main contributions are made by answering two questions. First, which objectives are relevant for a customer (beyond return and risk) and...

Die vorliegende Arbeit schlägt ein Konzept zur Abbildung relevanterAspekte eines Kunden der Finanzdienstleistungsbranche in einem zentralenRepository, bezeichnet als Kundenmodell, vor. Eine zentrale Rolle spielen dabeidie Einstellungen von Kunden, deren reale Eigenschaften...

Markets are undergoing a fundamental shift towards the end of the second millenium: inmany business branches the traditional market forms are supplemented - and in some of thembeing replaced in the long run - by new information age forms of business. Firms wanting tomeet this challenge are...

This article is about individualising the process of giving advice to a retail customer in the field of asset allocation. With regard to this process, two main contributions are made by answering two questions. First, which objectives are relevant for a customer (beyond return and risk) and...