Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions
Sam Sivarajan and Oscar De Bruijn
The Journal of Wealth Management Spring 2021, jwm.2020.1.124; DOI: https://doi.org/10.3905/jwm.2020.1.124
Sam Sivarajan
is a former investment counselor managing investments for high net worth and ultra-high net worth Canadians. He has recently completed his doctorate at the University of Manchester and this article is based on the findings from his doctoral thesis. Sam can be reached care of the Alliance Manchester Business School, UK
Roles: Dr.
Oscar De Bruijn
is an honorary research fellow at the University of Manchester. He was the thesis supervisor for the first author. Oscar can be reached care of the Alliance Manchester Business School, UK
Roles: Dr.
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In this issue
The Journal of Wealth Management
Vol. 25, Issue 2
Fall 2022
Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions
Sam Sivarajan, Oscar De Bruijn
The Journal of Wealth Management Nov 2020, jwm.2020.1.124; DOI: 10.3905/jwm.2020.1.124
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- Article
- Abstract
- THE USE AND MISUSE OF RISK TOLERANCE QUESTIONNAIRES
- RESEARCH DESIGN AND METHODOLOGY
- RISK TOLERANCE DOES NOT PREDICT RISK-TAKING
- RETURN EXPECTATIONS PREDICT RISK-TAKING
- DEMOGRAPHIC FACTORS
- PERSONALITY TRAITS
- INVESTMENT LITERACY
- EXPERIENTIAL LEARNING AND MEMORY
- OTHER THEMES FOR INVESTMENT DECISIONS
- A FRAMEWORK FOR UNDERSTANDING INVESTMENT DECISIONS
- LIMITATIONS OF THIS RESEARCH
- IMPLICATIONS FOR STAKEHOLDERS
- CONCLUSIONS
- APPENDIX 1
- ENDNOTES
- REFERENCES
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