This book uses several tools transfering theoretical insights into practical solutions.

The Client Risk Profiler is a tool of highly practical relevance. It evaluates client's risk preferences, risk ability and risk awareness and calculates his optimal asset allocation.
>> learn more

The Product Design tool illustrates how structured products work. Simple calculations can be used to evaluate the attractivity of structured products as shown in the case studies of Chapter 5.
>> learn more

The Dynamic Investing tool provides a simple framework for calculating the optimal asset allocation of clients with different preferences under different market conditions.
>> learn more

The Life Cycle Planning tool provides a simple framework for calculating the optimal consumption of different investors as well as their optimal asset allocations in dependence of investors' preferences, exogenous income flows and consumption requirements over time.
>> learn more