Methodology to define the target market for category knowledge and experience using focus group for PRIIPs
Autor(a) principal: | |
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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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7160 |
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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 |
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Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação |
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RCAAP |
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RCAAP |
reponame_str |
Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) |
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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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1799138027627347968 |