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Assessing Attitude To Risk
A2Risk was set up in 2006 in response to growing demand for a simple and effective way for advisers and product providers to assess individual investors’ attitude to risk when managing their money.
Since then, we have continually adapted and improved the Attitude to Risk Questionnaire (ATRQ) to ensure it provides a robust and reliable assessment of clients’ risk tolerances.
Today, our market-leading risk profiling tool is used by major UK investment planning platforms to help people understand their own approach to investment risk and choose strategies that are suited to their needs.
Attitude to risk: is the client’s psychological willingness to take risk Need to take risk: is the client’s need to take risk based on their investment goals and time horizon. Capacity for loss: is the client’s financial ability to bear risk and cope with adverse outcomes. It relates to investment horizon, and......