Describe-yourself is a tool that allow investors to self describe themselves. There are six rows, each row representing a dimension, such as spending habit. Investors will choose one word in each row that best describes them.
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- Multi-dimensional Risk Tolerance Assessment
- From risk tolerance to proposal generation
- Investor Type
- Behavioral biases: Loss Aversion, Overconfidence, Herding
- Protecting aging clients: Cognitive Ability Test
- Financial IQ
- Describe Yourself
- Behavioral Risk Index