Solution introduction
Investor suitability assessment
The only dynamic suitability tool that adjusts to changing circumstances
Based on over a decade of scientific research combined with practical, real-world insight into risk profiling and client engagement.
Compass combines: people’s willingness to take risk (risk tolerance), with their changing ability to take risk (dynamic risk capacity), informed by their behaviours (emotional comfort), and knowledge and experience formed over time.
We can:
- Help you embed a robust, evidence-based risk and suitability process into your business;
- Assess and recommend improvements to your existing suitability process;
- Map your fund solutions to suitable risk profiles; and
- Guide you if you've just started thinking about risk and suitability in the context of developing an investment proposition.
