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Article

Goals-Based Investing

2004-01-31

Abstract excerpt

This article examines opportunities to improve wealth management by combining traditional finance theory with the observations of behavioral finance. Areas of focus include risk measurement, risk profiling, and methods for managing behavioral biases. In the area of risk measurement, the author stresses the importance of capturing investor preferences and goals and proposes several measures that are consistent with...

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Identifiers and source

Literature Corpus work
5d79ad51-2040-5f09-b0c6-da2b43302990
DOI
10.3905/jwm.2004.391053
Open publication

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