Greg B Davies' most recent paper: New Vistas in Risk Profiling (for the CFA Research Institute) - on the “state-of-the-art" of risk profiling, including how to effectively build a model of risk capacity as well as importance of considering the other behavioural attitudes/dimensions. Shorter blog overview here.
On using a full behavioural toolbox to improve complex/holistic savings and investment decisions: Beyond Nudge (And video of related talk for 5 year anniversary of London Behavioural Economics Network)
An article on impact investing written for a recent client (focussed purely on impact investing), for whom we designed a suitability framework that included tools for impact investing profiling: Investing for Humans - Beyond Spock
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