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

Caterina Cruciani (), Gloria Gardenal () and Giuseppe Amitrano ()
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Caterina Cruciani: Ca’ Foscari University of Venice
Giuseppe Amitrano: Wieldmore Investment Management

Chapter Chapter 5 in Understanding Financial Risk Tolerance, 2022, pp 153-178 from Springer

Abstract: 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.

Keywords: Survey; Sustainable finance; Robo advisory; Practitioners (search for similar items in EconPapers)
Date: 2022
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-031-13131-8_5

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DOI: 10.1007/978-3-031-13131-8_5

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