RIsk SCreening on the Financial Market (RISC-FM): A tool to assess investors’ financial risk tolerance

Author(s)
Ingrid Wahl, Erico Kirchler
Abstract

To advise investors on the financial market according to their financial risk tolerance it is necessary to apply a valid and reliable instrument measuring financial risk tolerance. We develop a screening instrument which assesses different facets of financial risk tolerance, namely, risk propensity, risk attitude, risk capacity, and risk knowledge. First, an item pool was generated and discussed with lay people as well as financial advisors to assure the questions' understandability and answerability. Second, the most coherent and practice-oriented questions were tested empirically to determine four scales representing the four facets of risk tolerance. Third, resulting items were assessed using a representative sample of Austrian citizens interested in saving, stock trading, and investing, and psychometric quality of the instrument was determined.

Organisation(s)
Department of Occupational, Economic and Social Psychology
External organisation(s)
Fachhochschule Wiener Neustadt
Journal
Cogent Psychology
Volume
7
Pages
1
No. of pages
37
DOI
https://doi.org/10.1080/23311908.2020.1714108
Publication date
2020
Peer reviewed
Yes
Austrian Fields of Science 2012
501029 Economic psychology
Keywords
ASJC Scopus subject areas
General Psychology
Portal url
https://ucrisportal.univie.ac.at/en/publications/746e1123-a508-4847-96bc-44e1a744bf62