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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 9:00am - 9:50am
B3b Risk Capacity - Misunderstood and Misapplied

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Regulators worldwide list factors to be considered in determining a client's "investor profile". These usually include tolerance, time horizon, knowledge or experience, risk capacity and more. Risk Capacity is generally considered to be the ability of a consumer to deal with the downside risk of investing - do they have debt or fixed payments required, do they have pensions contributing to the goals etc? Common belief is that when a client has lower "capacity", the appropriate course of action is recommending a more conservative portfolio with lower volatility and hence downside exposure. This research explores how this common approach is flawed.

Author(s): Shawn Brayman

avatar for Shawn Brayman

Shawn Brayman

President & CEO, PlanPlus Inc.
PlanPlus is a global (50+ countries), multi-lingual, multi-jurisdictional online planning software. There is a free access version for students and academics. Shawn is a planner, founder of PlanPlus and has been published in a several academic Journals. He was winner of the FPA... Read More →

Sunday October 1, 2017 9:00am - 9:50am
Mockingbird 3

Attendees (3)