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 stocks,
• Use or not of derivatives
• Home turf or international diversification
• Hands on, or via investment funds
• and so on.

What determine 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 and the beliefs of the investor.
• Generally, the onvestor's financial return / risk objectives, assuming they are precisely set and fully rational.

See also

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

External links

• investor types

fr:profil boursier