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Identifying instruments to quantify financial management skills in adults with acquired cognitive impairments.识别用于量化获得性认知障碍成年人财务管理技能的工具。
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JAMA. 2011 Feb 16;305(7):698-706. doi: 10.1001/jama.2011.164.

投资：被认可为一种独立能力的理由。

Investing: the case for recognition as an independent capacity.

作者信息

Medetsky Herbert, Sunderaraman Preeti, Cosentino Stephanie

机构信息

a Psychiatric Consultation Service , New York Community Hospital , Brooklyn , NY , USA.

b Cognitive Neuroscience Division of the Taub Institute for Research on Alzheimer's Disease and the Aging Brain , New York , NY , USA.

出版信息

J Elder Abuse Negl. 2018 Aug-Oct;30(4):320-331. doi: 10.1080/08946566.2018.1487894. Epub 2018 Jun 22.

DOI:10.1080/08946566.2018.1487894
PMID:29932845
原文链接:https://pmc.ncbi.nlm.nih.gov/articles/PMC6157591/
Abstract

In this article, we provide support for the need to recognize investing as an independent capacity. A comparison of the definitions and models of financial and investing capacities revealed significant differences between them. A review of the status of investing capacity assessment revealed that there are currently no investing capacity specific assessment instruments (ICSAIs). Implications for researchers and clinicians resulting from the lack of recognition of investing as an independent capacity are discussed and used as a rational for the need to develop ICSAIs. The benefits of ICSAI development for financial, legal, and clinical professionals as well as for investors are discussed, and a direction for future investing capacity research is proposed.

摘要

在本文中，我们支持将投资视为一种独立能力的必要性。对金融能力和投资能力的定义及模型进行比较后发现，两者之间存在显著差异。对投资能力评估现状的综述表明，目前尚无专门针对投资能力的评估工具（ICSAIs）。本文讨论了因未将投资视为独立能力而对研究人员和临床医生产生的影响，并以此作为开发ICSAIs必要性的依据。探讨了开发ICSAIs对金融、法律和临床专业人员以及投资者的益处，并提出了未来投资能力研究的方向。