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Guide to DEA Model Formulation

In: Data Envelopment Analysis in the Financial Services Industry

Author

Listed:
  • Joseph C. Paradi

    (University of Toronto)

  • H. David Sherman

    (Northeastern University)

  • Fai Keung Tam

    (University of Toronto)

Abstract

Most industrialized nations have “know your customer or client” (KYC) regulations as part of the due diligence requirements placed on investment dealers and advisors. There are generally three parts to implementing KYC rules: (a) determining a client’s risk tolerance, (b) understanding the risk/return attributes of available investments, and (c) using the information from the first two parts to suggest suitable investments and portfolios for clients.

Suggested Citation

  • Joseph C. Paradi & H. David Sherman & Fai Keung Tam, 2018. "Guide to DEA Model Formulation," International Series in Operations Research & Management Science, in: Data Envelopment Analysis in the Financial Services Industry, chapter 0, pages 329-351, Springer.
    • Handle: RePEc:spr:isochp:978-3-319-69725-3_19
    DOI: 10.1007/978-3-319-69725-3_19
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