Station 2: Understanding Risk Profiling (UI)
15 min! Run Time
Employees
only
Provided
Skills covered in this course
Description
Is the glass half full or half empty? That is the question.
Understanding Risk Profiling examines the diversity of human perception, and particularly the paradox that the same investment may appeal to one investor while being equally unattractive to another. Personal preferences play a key role in assessing investment prospects, and must be layered on top of the already complex relationship between risk and return.
This course explores this seemingly contradictory aspect of human nature through principles originally developed by the 18th-century Swiss mathematician and physicist Daniel Bernoulli, using an imaginary game of chance he called the "Saint Petersburg Paradox." You can play a similar game to find out your risk score and discover whether your profile is what you thought it would be.
Table of Contents
1. The Paradox
2. Getting to Grips with "Worth"
3. Measuring Attitudes Toward Risk
4. Making it Personal
5. Assessment
System Requirements
See System Requirements in the Coggno Knowledge Base
Author
Zola Sookias, Founder & Managing Director
Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.
He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.
His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.
Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.
