Questions in the questionnaire may be divided into groups, each of which covers a particular parameter of investor profile, such as time horizon, risk tolerance, risk capacity, investment goals ...

Have you ever taken a "scientific" questionnaire to determine your risk profile? Financial planners of all stripes will request that you do in an attempt to measure how you feel about risk ...

No doubt, intense discussions surrounding risk tolerance and behavioral finance are on the rise. Michael Kitces, who writes the Nerds Eye View Blog, has written a very good summary on the state of ...

With the Risk Questionnaire feature, advisors can easily send out customizable risk profiling questionnaires to prospective, new, or existing clients. The questionnaires are fully customizable to ...

Make a risk profile questionnaire part of your value proposition by showing clients how you think about risk. You can engage clients by helping them know themselves and their investments.

Are you considering a third-party questionnaire for your organization ... that every compliance professional understand your risk profile to all crafting of the right due diligence process ...

A risk profile is an evaluation of both your risk ... can be identified through the use of psychometric tools (like questionnaires) or by examining your past behaviour and factors that contribute ...

The most popular way of doing it is by answering a risk profiling questionnaire. This questionnaire is framed in such a way as to find out your risk-taking capacity and risk tolerance. Risk-taking ...

Data shows that risk tolerance is a consistent personality trait. It doesn't change with market wins or losses. Your clients want a personal plan instead of an off-the-shelf option. Risk profiling ...

While risk tolerance and risk capacity might sound like the same thing, they are actually two distinct concepts. Risk tolerance describes your comfort level with financial risk, while risk capacity ...

Risk profiling is a mandatory exercise for all ... Advisors often use standard questionnaires, while others opt for more detailed psychometric analyses to assess an investor's behavior and risk ...