A test of traditional and psychometric relative risk tolerance measures on household financial risk taking

JE Grable, AC Lyons, W Heo - Finance Research Letters, 2019 - Elsevier
This article provides a comparative test of two ways in which individual relative risk tolerance
is commonly measured in research and practice. Results suggest that the popular method of …

Subjective and objective financial knowledge and their associations with financial risk tolerance

A Noman, L Chu, M Rahman - Journal of Financial …, 2023 - connect.springerpub.com
This article examines the relationship between the financial risk-taking behavior of individual
investors and their subjective and objective knowledge. The data come from multiple waves …

The rise of MDFI investments in private equity funds

D Settel, A Chowdhury, R Orr - The Journal of Private Equity, 2009 - JSTOR
This article examines the recent and dramatic rise of emerging markets private equity fund
investment programs within multilateral development finance institutions (MDFIs). Data is …

Do as I say, not as I do: An analysis of portfolio development recommendations made by financial advisors

J Grable, A Hubble, M Kruger - 2018 Academic Research …, 2017 - papers.ssrn.com
This paper describes how financial advisors rank, weigh, and use client characteristics and
portfolio development factors when making an asset allocation recommendation. It was …

Asset allocation theory and practice in Australian investment management

L Santacruz - The Journal of Wealth Management, 2016 - search.proquest.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (ie, cash, fixed-interest securities, property, equities). It is a key …

Asset allocation: analysis of theory and practice in the Australian investment management industry

L Santacruz - 27th Australasian Finance and Banking Conference, 2014 - papers.ssrn.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (eg cash, fixed interest securities, property, equities). It is a key …

Are benchmark asset allocations for Australian private investors optimal?

L Santacruz, PJ Phillips - The Journal of Wealth Management, 2009 - research.usq.edu.au
In this article we examine whether the benchmark asset allocations recommended by
financial planning groups for Australian private investors are optimal when measured …

Asset Allocation Theory and Practice in Australian Investment Management: Reasons for the Dichotomy

L Santacruz - The Journal of Wealth Management, 2016 - search.proquest.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (eg, cash, fixed interest securities, property, equities). An online …

Wealthy investors and financial advisors perceptual variations, portfolio recommendations and gender differences

Y Baeckström - 2018 - openaccess.city.ac.uk
This thesis explores financial advice to wealthy investors in the UK. The multidisciplinary
research spans finance and psychology and contributes to the literature about financial …