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Investors Risk Profile
Determining the Investors Risk Profile is critical to ensure the investment portfolio is suitable for the investor.
Investment risk is probably the most difficult
measure to quantify. Here an innovative risk profiling module has been
developed which evaluates the investors risk profile based on a range of
values at risk, and gives the ability (and encourages) the investor to
consider what percentage of the asset is at risk
- The investors risk profile is determined from
attitude, history, knowledge and tolerance to risk.
- A thoroughly researched risk questionnaire
assists determining the risk ratings.
- The history of taking risk is assisted by the
asset history within the system.
- The risk tolerance evaluation includes; the
investors income, earning years, current assets, and time available
to recover from losses.