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Verfahren und Prozess des Risikoprofilings am Beispiel des Wegelin-Anlagemethode
Steiner, Michael; Ebneter-Zumstein, Monika - In: Risikoprofiling von Anlegern : Kundenprofile treffend …, (pp. 361-376). 2009
Persistent link: https://www.econbiz.de/10003895719
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Risikoprofiling : ein - noch - fehlendes Glied in der heutigen Beratungspraxis
Wesseling, Matthias - In: Risikoprofiling von Anlegern : Kundenprofile treffend …, (pp. 203-217). 2009
Persistent link: https://www.econbiz.de/10003895472
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Strategische Vermögensallokation im Private Banking : ein Erfahrungsbericht
Schimmer, Bernd - In: Erfolgsfaktor Kundenorientierung : aktuelle Ansätze in …, (pp. 207-219). 2010
Persistent link: https://www.econbiz.de/10008798872
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Yield bogeys
Ambrose, Brent William; Warga, Arthur D. - In: Investment performance measurement : evaluating and …, (pp. 251-258). 2009
Persistent link: https://www.econbiz.de/10003839777
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new approach to sustainable and responsible investment : the sustainability-themed mutual funds
Ielasi, Federica; Rossolini, Monica - In: Socially responsible investments : the crossroads …, (pp. 125-148). 2019
This research analyzes the risk-adjusted returns and the investment style of sustainability-themed funds, a fast-growing category of sustainable and responsible mutual fund. Sustainability-themed funds are compared with sustainable and responsible mutual funds that implement different approaches...
Persistent link: https://www.econbiz.de/10012059512
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Is investor rationality time varying? : evidence from the mutual fund industry
Glode, Vincent; Hollifield, Burton; Kacperczyk, Marcin; … - In: Behavioral finance : where do investors' biases come from?, (pp. 67-113). 2016
Persistent link: https://www.econbiz.de/10011568285
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Lifetime financial advice : human capital, asset allocation, and insurance
Ibbotson, Roger G.; Milevsky, Moshe Arye; Chen, Peng; … - In: Private wealth : advances in wealth management practices, (pp. 23-98). 2009
Persistent link: https://www.econbiz.de/10003810008
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Dynamische Asset Allocation : ein ganzheitlicher Beratungs- und Managementansatz
Leoni, Wolfgang - In: So investiert die Welt : globale Trends in der …, (pp. 243-255). 2008
Persistent link: https://www.econbiz.de/10003590425
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Risikowahrnehmung, Risikomaße und Risikoentscheidungen : theoretische Grundlagen
Gleißner, Werner - In: Risikoprofiling von Anlegern : Kundenprofile treffend …, (pp. 305-343). 2009
Persistent link: https://www.econbiz.de/10003895706
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Robo-Advisory: Opportunities and risks for the future of financial advisory
Jung, Dominik - In: Advances in consulting research : recent findings and …, (pp. 405-427). 2019
Persistent link: https://www.econbiz.de/10011928685