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1. Financial Personality
Knowledge and Experience
What is a psychometric questionnaire and why is it used to assess Risk Tolerance?
2. Financial Circumstances
Does the tool take into account any personal details about customer profile as well as their responses to questions? (e.g. age, gender)
3. Suitable Risk Level
How are the recommendations developed?
Calculating Suitable Risk
How do your tools use gamification techniques?
Are there any assumptions built into the tool which could potentially affect outcomes?
4. Identifying Suitable Portfolios
What is investment risk?
Defining risk bands
Measuring portfolio risk
Which funds and portfolios have already been risk-mapped?
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