Risk Profiling is an integral and major part of our service offering to you. Our approach is factual, structured and scientific.
We have a fervent belief that risk is not one dimensional. Our service comes attached to a carefully crafted risk profiling framework, to help you drive understanding on the part of your client of this critical area, and to clearly identify the optimal level of investment risk that your client is prepared to take.
The starting point for matching your clients to a model portfolio is Risk Profiling. This is a process for finding the optimal level of investment risk your clients are prepared to take, considering three areas:
The output of our risk profiling framework provides a clear risk conclusion for each of these three areas of risk. The risk conclusions are illustrated on the scale of our risk rated portfolios.