Default rules in investment decision-making: Trait anxiety and decision-making styles

E Gambetti, MM Zucchelli, R Nori, F Giusberti - Financial Innovation, 2022 - Springer
This study investigates the role of default options in the relationship between trait anxiety,
and decision-making styles and financial decisions. One hundred and ninety-four …

Robo-Advising: Less AI and More XAI?

M Bianchi, M Briere - Available at SSRN 3825110, 2021 - papers.ssrn.com
We start by considering some of the key reasons behind the academic and industry interest
in robo-advisors. We discuss how robo-advice could potentially address some fundamental …

[HTML][HTML] Investment preferences and risk perception: Financial agents versus clients

L Kling, C König-Kersting, ST Trautmann - Journal of Banking & Finance, 2023 - Elsevier
We study four fundamental components of financial agency settings: The perception of
commonly used investment profile terminology, agents' customization of portfolios to clients' …

Anomalie comportamentali e consulenza in materia di investimenti: il contributo della finanza comportamentale nella rilevazione della tolleranza al rischio degli …

A Carraro - 2024 - dspace.unive.it
La teoria finanziaria classica poggia le proprie fondamenta sull'assunto che gli individui
siano pienamente razionali. Essi vengono assimilati a degli homo oeconomicus, in grado di …

Risk Tolerance Tools: From Academia to Regulation and Back

C Cruciani, G Gardenal, G Amitrano - Understanding Financial Risk …, 2022 - Springer
This chapter takes a closer look at the implementation of the first compliance tool to measure
risk tolerance in the European Union—the MiFID suitability questionnaire. The literature …

Effectiveness of Warning Signal and Overconfident Investors

M Tedde, K Inghelbrecht - Available at SSRN 4938332 - papers.ssrn.com
This study investigates the impact of the MiFID-mandated warning signal on curbing
excessive trading behavior among investors. According to MiFID regulations, brokers must …

[PDF][PDF] OPINIONS

M Bianchi, M Brière - institutlouisbachelier.org
Les conseillers robotisés, communément appelés robo-advisors, suscitent un intérêt
croissant, aussi bien dans le milieu universitaire que dans le monde de la gestion d'actifs …

Robo-advisors: what we know and what we expect 1

M Bianchi, M Brière - Bankers, Markets & Investors, 2022 - cairn.info
This paper examines how robo-advisory services could solve some fundamental problems
in individual investors' decision making and traditional financial advice, and promote …

Определение инвестиционного профиля клиентов финансовых организаций как инструмент защиты прав инвесторов на фондовом рынке в России

ВГ Михайловская - ВЗГЛЯД МОЛОДЫХ УЧЕНЫХ НА ПРОБЛЕМЫ …, 2017 - elibrary.ru
В статье рассматривается вопрос защиты прав инвесторов на российском фондовом
рынке посредством определения их инвестиционного профиля. Анализируется …

[PDF][PDF] Key information document, a new tool to protect investors

E Segattini - thesis.unipd.it
The latest Directives implemented in the European Union, concerning financial market and
financial instrument, operated important changes in financial market's structure, especially in …