The Science, Explained
Balancing Goals, Preferences and Constraints
What is Risk Tolerance?
Stated vs. Revealed Preferences
The Math Behind Revealed Preferences
What is Decision Consistency?
What is Loss Aversion?
Explore the breakthrough academic work that gave rise to Capital Preferences
Why regulators, advisers and clients are demanding science-based profiling.
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A groundbreaking graphical tool enables practical recovery of individual preferences.
Capital Preferences offers four scientific tests that consistently and confidently profile clients, addressing those critical questions of risk-tolerance, capacity for loss and investment suitability.
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Insights about the sensitivity of spending to the arrival of anticipated income.
A portfolio-choice experiment that enables estimation of parametric models of ambiguity aversion at the level of the individual subject.