Methodology

1. Financial Personality

• Risk Tolerance
• Is there a risk in using the Responsible Investing Assessment without sufficiently differentiated product solutions?
• Can the Responsible Investment Assessment be renamed?
• 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