Methodology to define the target market for category knowledge and experience using focus group for PRIIPs

Detalhes bibliográficos
Autor(a) principal: Paredes, Aldo William Quillas
Data de Publicação: 2020
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/109204
Resumo: Dissertation presented as the partial requirement for obtaining a Master's degree in Statistics and Information Management, specialization in Risk Analysis and Management
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spelling Methodology to define the target market for category knowledge and experience using focus group for PRIIPsInvestors’ knowledge and experienceFinancial products’ complexity and riskProduct governanceMiFID II regulationTarget marketPRIIPsDissertation presented as the partial requirement for obtaining a Master's degree in Statistics and Information Management, specialization in Risk Analysis and ManagementUnder the MiFID II Product Governance rules, it is fundamental to define the target market of products offered to clients. The purpose of this research is to create a methodology, which defines and classifies financial products according to their level of complexity and risk, in order to match with investors’ knowledge and experience categories and find the adequate distribution strategy. Focus groups’ interview techniques were applied to segment the main characteristics of investors’ knowledge, experience, risk tolerance and aversion preferences for PRIIPs.Pinheiro, Luís Vasco LourençoMendes, Jorge MoraisRUNParedes, Aldo William Quillas2020-12-23T18:23:15Z2020-11-102020-11-10T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/109204TID:202569934enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T04:53:44Zoai:run.unl.pt:10362/109204Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:41:26.633249Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
title Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
spellingShingle Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
Paredes, Aldo William Quillas
Investors’ knowledge and experience
Financial products’ complexity and risk
Product governance
MiFID II regulation
Target market
PRIIPs
title_short Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
title_full Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
title_fullStr Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
title_full_unstemmed Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
title_sort Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
author Paredes, Aldo William Quillas
author_facet Paredes, Aldo William Quillas
author_role author
dc.contributor.none.fl_str_mv Pinheiro, Luís Vasco Lourenço
Mendes, Jorge Morais
RUN
dc.contributor.author.fl_str_mv Paredes, Aldo William Quillas
dc.subject.por.fl_str_mv Investors’ knowledge and experience
Financial products’ complexity and risk
Product governance
MiFID II regulation
Target market
PRIIPs
topic Investors’ knowledge and experience
Financial products’ complexity and risk
Product governance
MiFID II regulation
Target market
PRIIPs
description Dissertation presented as the partial requirement for obtaining a Master's degree in Statistics and Information Management, specialization in Risk Analysis and Management
publishDate 2020
dc.date.none.fl_str_mv 2020-12-23T18:23:15Z
2020-11-10
2020-11-10T00:00:00Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/109204
TID:202569934
url http://hdl.handle.net/10362/109204
identifier_str_mv TID:202569934
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
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collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
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