Research projects

Project CEMAPRE internal

TitleInvestor profiling: from questionnaires to risk tolerance functions (2021)
ParticipantsRaquel Gaspar (Principal Investigator), Paulo M. Silva
SummaryBuilding on the previous year project “Robo Advising: investor profiling and performance
evaluation ”, the aim now is to keep on with the research. For 2021 the goals are:
• to publish already existent research non Robos’ portfolio performance
• exploit further the issue of investor profiling,
• exploiting a relatively recent database from CMVM on Portuguese investor profiles and financial