What makes risk-averse investors tick? A practitioners guide

The real challenge to many practitioners in the financial and investment sector is to accurately profile risk-averse investors to still be inclusive of these investors in the wealth creation process. This study aims to profile risk-averse investors through a structural equation model based on endoge...

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Main Authors: Anzel Van den Bergh-Lindeque, Sune Ferreira-Schenk, Zandri Dickason-Koekemoer, Thomas Habanabakize
Format: Article
Language:English
Published: Taylor & Francis Group 2022-12-01
Series:Cogent Economics & Finance
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/23322039.2022.2111786
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author Anzel Van den Bergh-Lindeque
Sune Ferreira-Schenk
Zandri Dickason-Koekemoer
Thomas Habanabakize
author_facet Anzel Van den Bergh-Lindeque
Sune Ferreira-Schenk
Zandri Dickason-Koekemoer
Thomas Habanabakize
author_sort Anzel Van den Bergh-Lindeque
collection DOAJ
description The real challenge to many practitioners in the financial and investment sector is to accurately profile risk-averse investors to still be inclusive of these investors in the wealth creation process. This study aims to profile risk-averse investors through a structural equation model based on endogenous and exogenous factors. The final sample size consisted of 463 individual investors in the economic hub of South Africa, Gauteng province. These endogenous and exogenous factors may bring about increases or decreases in the risk tolerance levels of investors and accordingly, influence their decisions to initiate, amend or terminate financial behaviours. These factors significantly contributed towards explaining low-risk tolerance behaviour, which assisted with the successful development of a model to profile the risk tolerance behaviour of risk-averse investors. This risk profiling model makes a remarkable and unique contribution to the field of study and the financial industry, since it will assist financial practitioners to profile the risk tolerance behaviour of risk-averse investors more accurately, which will lead to the successful implementation of investment strategies.
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spelling doaj-art-1173baccf6bf4f3ab27be4ecdfb9476f2025-08-20T02:16:46ZengTaylor & Francis GroupCogent Economics & Finance2332-20392022-12-0110110.1080/23322039.2022.2111786What makes risk-averse investors tick? A practitioners guideAnzel Van den Bergh-Lindeque0Sune Ferreira-Schenk1Zandri Dickason-Koekemoer2Thomas Habanabakize3Independent Financial AdvisorProgramme Leader for Risk Management, North-West University, Vanderbijlpark, South AfricaDirector of TRADE Research Entity, North-West University, South AfricaNorth West University, Vanderbijlpark, South-AfricaThe real challenge to many practitioners in the financial and investment sector is to accurately profile risk-averse investors to still be inclusive of these investors in the wealth creation process. This study aims to profile risk-averse investors through a structural equation model based on endogenous and exogenous factors. The final sample size consisted of 463 individual investors in the economic hub of South Africa, Gauteng province. These endogenous and exogenous factors may bring about increases or decreases in the risk tolerance levels of investors and accordingly, influence their decisions to initiate, amend or terminate financial behaviours. These factors significantly contributed towards explaining low-risk tolerance behaviour, which assisted with the successful development of a model to profile the risk tolerance behaviour of risk-averse investors. This risk profiling model makes a remarkable and unique contribution to the field of study and the financial industry, since it will assist financial practitioners to profile the risk tolerance behaviour of risk-averse investors more accurately, which will lead to the successful implementation of investment strategies.https://www.tandfonline.com/doi/10.1080/23322039.2022.2111786risk-averseinvestorslow-risk tolerance behaviourendogenous factorsexogenous factorsrisk profiling
spellingShingle Anzel Van den Bergh-Lindeque
Sune Ferreira-Schenk
Zandri Dickason-Koekemoer
Thomas Habanabakize
What makes risk-averse investors tick? A practitioners guide
Cogent Economics & Finance
risk-averse
investors
low-risk tolerance behaviour
endogenous factors
exogenous factors
risk profiling
title What makes risk-averse investors tick? A practitioners guide
title_full What makes risk-averse investors tick? A practitioners guide
title_fullStr What makes risk-averse investors tick? A practitioners guide
title_full_unstemmed What makes risk-averse investors tick? A practitioners guide
title_short What makes risk-averse investors tick? A practitioners guide
title_sort what makes risk averse investors tick a practitioners guide
topic risk-averse
investors
low-risk tolerance behaviour
endogenous factors
exogenous factors
risk profiling
url https://www.tandfonline.com/doi/10.1080/23322039.2022.2111786
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