Search Results for author: Adam Metzler

Found 1 papers, 0 papers with code

Measuring Financial Advice: aligning client elicited and revealed risk

no code implementations25 May 2021 John R. J. Thompson, Longlong Feng, R. Mark Reesor, Chuck Grace, Adam Metzler

By measuring both elicited and revealed risk using the same measure, we can determine how well a client's portfolio aligns with their stated goals.

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