Concepedia

Client Profile Analysis

Client Profile Analysis is a systematic framework within investment policy formulation that identifies and evaluates an investor's financial objectives, risk tolerance, time horizon, liquidity needs, and regulatory constraints to establish a foundational reference for tailoring portfolio strategies and decision-making processes.

19

Publications

1.2K

Citations

52

Authors

31

Institutions

Publications per year

2017–2026

4

Parents

Publications

19

Emotional branding: the new paradigm for connecting brands to people

Choice Reviews Online · 2002 · 608 citations

, , +14

Using big data from Customer Relationship Management information systems to determine the client profile in the hotel sector

Pilar Talón Ballestero, Lydia González Serrano, Cristina Soguero-Ruíz et al. · Tourism Management · 2018 · 144 citations · Full text

, , +17

Collateral Consequences of Juvenile Sex Offender Registration and Notification

Andrew Harris, Scott M. Walfield, Ryan T. Shields et al. · Sexual Abuse · 2015 · 62 citations

, , +17

Some guidelines for financial planners in measuring and advising clients about their levels of risk tolerance

Victor J. Callan, M. Eric Johnson · 2002 · 54 citations

, , +15

A study of Islamic banks in the non-GCC MENA region: evidence from Lebanon

Rima M. Bizri · International Journal of Bank Marketing · 2014 · 52 citations

, , +16

1–5 of 19

Authors

52

  1. EL
    E. Lewis

    Albany Medical Center Hospital, United States

    1 publications · 13 citations

    1

    h-index

  2. PF
    Patrick Frimpong

    37 Military Hospital, Ghana

    1 publications · 12 citations

    1

    h-index

  3. CZ
    Caryn Zinn

    Auckland University of Technology, New Zealand

    1 publications · 12 citations

    1

    h-index

  4. BM
    Benoit Montreuil

    Georgia Institute of Technology, United States

    1 publications · 12 citations

    1

    h-index

  5. GO
    Gerald Owusu-Asubonteng

    Komfo Anokye Teaching Hospital, Ghana

    1 publications · 12 citations

    1

    h-index

1–5 of 52

Institutions

31

  1. Rafik Hariri University

    Beirut, Lebanon

    1 h-index

    1 publications

    52 citations

  2. Universidad Rey Juan Carlos

    Madrid, Spain

    1 h-index

    5 publications

    720 citations

  3. Wilfrid Laurier University

    Waterloo, Canada

    1 h-index

    1 publications

    19 citations

  4. Johns Hopkins University

    Baltimore, United States

    1 h-index

    2 publications

    124 citations

  5. UNSW Sydney

    Sydney, Australia

    1 h-index

    1 publications

    13 citations

  6. University of Zurich

    Zurich, Switzerland

    1 h-index

    3 publications

    63 citations

  7. TD Bank

    Cherry Hill, United States

    1 h-index

    3 publications

    36 citations

  8. College of Business Administration

    Riga, Latvia

    1 h-index

    1 publications

    52 citations

1–8 of 31

Venues

  1. arXiv (Cornell University)

    Repository · 1 publications · 19 citations

    1

    h-index

  2. 1

    h-index

  3. Choice Reviews Online

    CRO · 1 publications · 608 citations

    1

    h-index

  4. 1

    h-index

  5. International Journal of Bank Marketing

    1 publications · 52 citations

    1

    h-index

1–5