The Risk Profile displays the results of the Risk Questionnaire (or allows you to select your own risk profile for the client). The client's risk profile is displayed on this screen, as determined by responses to the Risk Questionnaire.
The client's risk tolerance is scored based on three factors that impact investing decisions: time horizon, long-term goals and expectations, and short-term risk attitudes. Based on the scores from the questionnaire, the final results for each factor and overall were classified into one of five levels: Aggressive, Moderately Aggressive, Moderate, Conservative, or Very Conservative.
To use the risk profile, do the following:
To override the risk profile, click on any block in any of the three categories: Investing Horizon, Long-term volatility tolerance, or Short-term volatility tolerance.
The overall risk tolerance cannot be overridden directly, but is calculated based on the selections in the three categories and will change based on your selections. Your selections will be displayed in blue.
To restore the settings to the results of the questionnaire, click Reset to score.
Click Next.
Note: You can print out a copy of the Risk Profile by clicking the Print icon.