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Challenges and Opportunities for the Future Investor: A Practitioner’s Guide

In: Understanding Financial Risk Tolerance

Author

Listed:
  • Caterina Cruciani

    (Ca’ Foscari University of Venice)

  • Gloria Gardenal

    (Ca’ Foscari University of Venice)

  • Giuseppe Amitrano

    (Wieldmore Investment Management)

Abstract

This chapter presents the results of a questionnaire launched in June 2022 targeted to European financial professionals. The questionnaire includes two sections dealing with specific questions regarding the challenges and opportunities of sustainable finance and financial digitalization, with a deeper focus on robo advisory and Open Finance. The questions have been devised focusing on the themes emerged in the reviews of the regulatory developments and academic research conducted in Chapters 3 and 4 to explore practitioners’ views on these important topics. Given the relevance of stakeholders’ feedback in the finetuning of the regulatory activities within the European Union, the survey offers the opportunity to feel the temperature of the practitioners’ views before several of the new regulatory requirements become mandatory.

Suggested Citation

  • Caterina Cruciani & Gloria Gardenal & Giuseppe Amitrano, 2022. "Challenges and Opportunities for the Future Investor: A Practitioner’s Guide," Springer Books, in: Understanding Financial Risk Tolerance, chapter 0, pages 153-178, Springer.
  • Handle: RePEc:spr:sprchp:978-3-031-13131-8_5
    DOI: 10.1007/978-3-031-13131-8_5
    as

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