Risk

Simple fact-find helps consumers establish their attitude to risk in the growth phase, guiding them to select a suitable investment strategy.

 

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What are the benefits?

  • Quick and robust risk profile analysis
  • Understanding of the risk involved in investing
  • Ability to view different risk outcomes
  • Can be aligned to your investment strategies

What does the tool offer?

  • Psychometric questionnaire targeted at growth
  • Easy to understand the description of risk profile
  • Example projections
  • Outputs include risk descriptions and an investment forecast example based on their chosen risk profile.

 

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Book some time with one of our experts to discuss your requirements in depth.

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