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6 Cards in this Set
- Front
- Back
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What is Mismatch Risk?
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When a client's stated goals and objectives exceed their tolerance to risk.
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Name 10 other general types of risks?
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Inflation, Interest Rates, Market timing, sector, specific, systematic, diversification (lack of), currency, legislative, political
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2 general risks that start with 'i'
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inflation, interest rates
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3 general risks that start with 's'
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sector, systematic, specific
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A general risk that starts with 'd'
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diversification
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General risk that starts with 'C', 'L', and 'P'
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currency, legislative, political
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