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Investment Solutions - risk profiling |
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How to assess your clients' risk - ClientProfiler Tool Assessing a client's attitude to risk can be time-consuming. It is also difficult to replicate and ensure a consistent measure is applied across your client base.Our ClientProfiler tool takes the work out of risk assessment by utilising a question-and-answer based assessment designed to uncover your client's attitude towards risk. It takes into account the major factors that influence risk appetite including: time horizon, aversion to volatility, expectations and investment goals. The results from our risk assessment will help you establish the fund that best suits your client's needs and ensure they are on course to achieving their investment goals. A paper version of the ClientProfiler questionnaire and a User Guide is also available for downloading. |
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Useful information
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