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 (Market capitalization) stocks,
• Use or not of derivatives
• Home turf or international diversification
• Hands on, or via investment funds

What determines 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.

See also

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

External links

• perso.orange.fr, investor types