Project CEMAPRE internal
Title | Investor profiling: from questionnaires to risk tolerance functions (2021) |
Participants | Raquel Gaspar (Principal Investigator), Paulo M. Silva |
Summary | Building 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 literacy |