At its core, suitability is about identifying the right level of risk to take with investible assets.
An investor’s Suitable Risk Level is determined by a combination of their Risk Tolerance (their willingness to take risk) and their Risk Capacity (their financial ability to take risk). It is also adjusted to account for an investor’s Composure, and their Knowledge and Experience.
Our Suitability Compass tool takes all of these factors into account. Investors who do not use the tool's full capabilities should consider any missing factors before selecting the most Suitable Risk Level.
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