Risk Profile Questionnaire


The main purpose of the risk profile is to ensure that the investment advice is relevant to your approach of investing. Defining a risk profile consists of three steps: an assessment of your investment objectives, your ability to take risk, and behavioral loss tolerance. After a detailed analysis of the answers, we will be able to propose a personalised investment strategy

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Section I

Investment objectives

Do you want to increase your current income, manage your available liquidity, and provide yourself and your family with a comfortable standard of living? Whatever your objective, it will determine the choice of suitable financial instruments and their optimal mix in your portfolio. Note that the investment products used to achieve your goals have different levels of risk and potential returns

1. What is your investment objective?

Rank the answers in order of importance from 1 to 4, where 1 is the most important option for you and 4 is the least important; and indicate the percentage of capital you are willing to invest to achieve them

Protect capital from depreciation by investing in low-risk assets:


Regular income (coupon, dividends) from investments in low or medium risk assets:


Capital gains from investments in moderate or high risk assets:


Capital increase by investing in speculative instruments:


2. What would you like to achieve with your investment?

Mark the most meaningful options for you; and the percentage of capital you are ready to invest to achieve them

Section II

Ability to take risk

In order to match desire with opportunity, first of all, it is necessary to know the term over which assets will be invested. A longer investment horizon gives a greater degree of flexibility in portfolio construction, allowing you to focus on current projects and not worry about capital preservation. In addition, your need for liquidity and the confidence that your lifestyle will not change if the value of your investment portfolio declines temporarily is important

1. What is your investment horizon for achieving your goals?

2. Is there a necessity to withdraw capital from investments every year to cover running costs?

2.1. If there is a need to withdraw capital, what would be the frequency of such transactions?

3. How do you estimate your current and future sources of income?

4. What kind of reduction in the value of investments could have a negative impact on the desired standard of living?

5. Have you already built an investment portfolio? If so, what percentage of investments in each asset class approximately?

Section III

Behavioral loss tolerance

We may share common aspirations or the ability to withstand a financial crisis, but attitudes towards risk are what make each investor truly unique. To assess this complex subjective factor of an investment risk profile, consider six components: risk tolerance, risk preference, financial knowledge, investing experience, risk perception and risk composure

1. What would you choose?

2. From previous experience, how relaxed do you feel about investing in stocks or investment funds?

3. What is the first association when you think of the word “risk”?

4. Considering the possible amounts of profit and loss, which best case and worst case outcome would you prefer?

5. You have received $100,000, after which a choice must be made:

6. You have received $200,000, after which you have to make a choice:

7. What is more important to you when owning risky assets?

8. How would you rate your knowledge of finance? You:

9. Do you follow events in the financial markets?

10. How long have you been investing in the financial markets?

11. In your opinion, how risky is the stock market?

12. In general, when you faced investment losses, what were your actions?


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