Methodology

1. Financial Personality

• Risk Tolerance
• Knowledge and Experience
• Composure
• Confidence

2. Financial Circumstances

• Risk Capacity

3. Suitable Risk Level

• Calculating Suitable Risk

4. Identifying Suitable Portfolios

• What is investment risk? 
• Defining risk bands
• Measuring portfolio risk
• Which funds and portfolios have already been risk-mapped?

6. Methodology documents

• Compass methodology
• Guide to Suitability Compass