Investor profile

Investor profile

An investor profile or style defines an individual's preferences in investment decisions, for example:
* Short term trading (active management) or long term holding (buy and hold)
* Risk averse or risk tolerant / seeker
* All classes of assets or just one (stocks for example)
* Value stock, growth stocks, quality stocks, defensive or cyclical stocks...
* Big cap or small cap stocks,
* Use or not of derivatives
* Home turf or international diversification
* Hands on, or via investment funds
* and so on.

What determine an investor profile

The style / profile is determined by
* Objective personal or social traits such as age, gender, income, wealth, family, tax situation...
* Subjective attitudes, linked to the temper (emotions) and the beliefs (cognition) of the investor.
* Generally, the investor's financial return / risk objectives, assuming they are precisely set and fully rational.

ee also

* Value investing
* Index investing
* Growth investing
* Quality investing
* Socially responsible investing
* Ethical investing
* Appreciation
* Capital accumulation
* Financial economics
* Investor relations
* Return on investment
* Saving
* Speculation
* Stock investor
* Stock profile
* Styles of investment strategy
* Global assets under management

External links

* [http://perso.orange.fr/pgreenfinch/eprofile.htm investor types]


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