Portfolio construction

Analysis: static risk profile does not work in a dynamic market 

For at least 15 years, risk profiles, used by banks or independent risk managers to assign each client an investment portfolio, have been the subject of discussion. The current trend change from falling to rising interest rates further complicates client communication. The reason: a static risk profile and dynamic markets are hardly compatible. An analysis. 

Register or log in to continue reading. Investment Officer is an independent journalism platform for professionals working in the Luxembourg investment industry.

A subscription is free for professionals working at banks and independent asset managers.