Investors Risk Profile

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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.




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