Central to this is understanding an individual’s attitude to risk – a concept that can be difficult for many people to explain clearly
The Questionnaire
There are three key components to assess when analysing an individual’s attitude to risk.
The Attitude to Risk Questionnaire, or ATRQ, assesses the first two of these components to make it easier for advisers and product providers to discuss risk appetite with their clients.
We have developed several distinct versions of the ATRQ that can be applied pre- and post-retirement. These can help identify suitable investment approaches for pension saving, retirement income, drawdown strategy, and sustainable investing.
The system is based on the established principles of psychometrics – the science of measuring individuals’ attitudes and making intangible concepts quantifiable.
We have a long and successful track record of working with financial advisers, networks, product providers, and financial technology companies to integrate our tools into their systems and processes and facilitate the all-important suitability discussion.