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Report COFIR - Novembre 2022

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Il Report contiene i risultati della ricerca sulla consapevolezza degli investitori retail, sulle loro preferenze e sui loro portafogli. Questa del 2022 è la prima edizione della ricerca, che verrà riproposta annualmente in futuro per monitorare l'evoluzione dei comportamenti degli investitori retail oggetto della ricerca.

How does gender really affect investment behavior?
Marinelli, N., Mazzoli, C., Palmucci, F.
Economics Lettersthis link is disabled, 2017, 151, pp. 58–61
Mind the Gap: Inconsistencies Between Subjective and Objective Financial Risk Tolerance
Marinelli, N., Mazzoli, C., Palmucci, F.
Journal of Behavioral Financethis link is disabled, 2017, 18(2), pp. 219–230

Di seguito sono riportati gli articoli accademici maggiormente rilevanti per i temi dell'Osservatorio COFIR

Cognition ability, financial advice seeking, and investment performance: New evidence from China

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Ziying Yang, Jie Gao, Du Yu International Review of Finance, pp 1-30, 2023
The Misguided Beliefs of Financial Advisors
Juhani T. Linnainmaa, Brian T. Melzer, Alessandro Previtero
Journal of Finance, Volume76, Issue 2, April 2021, Pages 587-621
Financial advisors: A case of babysitters?
Andreas Hackethal, Michael Haliassos, Tullio Jappelli
Journal of Banking & Finance, Volume 36, Issue 2, February 2012, Pages 509-524
Financial Advice and Individual Investor Portfolio Performance
Marc M. Kramer
Financial Management, Volume41, Issue2, Summer 2012, Pages 395-428
Financial literacy and portfolio diversification
Margarida Abreu & Victor Mendes
Quantitative Finance, 10:5, 515-528, 2010
Talk and Action: What Individual Investors Say and What They Do
Daniel Dorn, Gur Huberman
Review of Finance, Volume 9, Issue 4, 2005, Pages 437–481,
Financial risk tolerance revisited: the development of a risk assessment instrument
John Grable, Ruth H.Lytton
Financial Services Review, Volume 8, Issue 3, 1999, Pages 163-181