Abstract
Questionnaires play an indispensable role in the process of developing client risk profiles and investment policies. The answers, however, are often unreliable because many clients are inexperienced or misinformed. To achieve the ultimate goal of client satisfaction, investment managers not only must avoid the pitfalls inherent in questionnaires, they must also understand that the information produced by questionnaires is only the beginning of a larger process, not an end in itself.
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