Individual and Contextual Influences on the Market Behaviour of Finance Professionals, 1997-1999

The aim of this study is to contribute to decision theory and to provide information valuable to management in finance. This research seeks to clarify and measure the decision styles of traders, whose work demands quick and balanced judgement under conditions of risk and uncertainty. A valid taxonomy of individuals' psychological preferences and decision style and a systematic analysis of which behaviours are likely to occur under what conditions for which individual could aid selection, placement and management systems.<br> The aim of the project was to develop a new measure based on previous research which indicated that decision style is likely to compromise a number of psychological constructs. The measure would focus on risk dispositions, cognitive orientations and emotional involvement. Two further measures would collect data concerning the organisational-level processes of recruitment and placement of new employees and measure individual-level performance. Longitudinal performance data would also be gathered to examine change over time.<br> The sample comprised investment banks and fund management companies. Data would be gathered from firms with different roles in the industry to enable similarities and differences across firms to be examined. Feedback from the project would have academic and practical value, taking the form of academic papers and company-specific reports.<br> The dataset held at the Archive does not contain all the data collected during the project - some restricted-use personality test data are not included.

本研究旨在为决策理论发展作出贡献，并为金融管理提供有价值的参考信息。本研究旨在厘清并量化交易员的决策风格——这类从业者需在风险与不确定性环境下做出快速且均衡的判断。一套有效的个体心理偏好与决策风格分类体系，以及对不同个体在特定情境下可能表现出的行为的系统分析，可辅助人员选拔、配置与管理体系的优化。<br>本项目旨在基于既往研究开发一款全新的测评工具，既往研究表明决策风格涵盖多项心理构念。该测评工具将聚焦风险倾向、认知取向与情感卷入三个维度。另有两项测评工具将收集组织层面的员工招聘与配置流程数据，并评估个体层面的工作绩效；同时还将采集追踪绩效数据，以考察绩效随时间的变化情况。<br>本研究的样本涵盖投资银行与基金管理公司。数据将从行业内承担不同职能的企业中采集，以便分析不同企业间的共性与差异。本项目产出的成果将兼具学术与实践价值，具体形式为学术论文与企业专属调研报告。<br>本档案馆馆藏数据集未包含项目期间采集的全部数据——部分受限使用的人格测验数据未被纳入。

搜集汇总

背景与挑战

背景概述

该数据集基于1997-1999年的研究，聚焦金融专业人士（尤其是交易员）的市场行为，旨在分析其决策风格、心理偏好（如风险倾向和认知取向）以及组织和个人层面的影响因素。数据来自投资银行和基金管理公司，但部分受限的人格测试数据未包含在存档中，因此数据集不完整，主要用于学术和管理应用。