Raluca Filip

Raluca Filip

THE WRITER, CFA, PRM, IS A DECISION-MAKING COACH AND TRAINER WHO WORKS WITH LEADERS AND INSTITUTIONS TO SHARPEN CRITICAL THINKING AND ALIGN DECISIONS WITH LONG-TERM GOALS. HER INVESTMENT BACKGROUND OF MORE THAN 15 YEARS INCLUDES RISK MANAGEMENT, EQUITY ANALYSIS, AND FUND MANAGEMENT.

While both determine an investor’s overall risk appetite, it is essential to distinguish between actual risk tolerance and behavioural risk attitudes.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Beyond risk profiling: Overcoming biases to become resilient investors

Advisors must recognise and coach clients through the emotional biases that distort investment preferences