Changes in risk profiling, risk preferences and discussing the updated risk profiling platform due for release soon.
Risk tolerance is relatively stable, but due to the changing nature of investor risk preferences, it is important to ensure your risk profiling process is regularly re-calibrated to ensure improved accuracy over time.
Andre Neves Correia and Gillan Williams discuss the changes that have happened in risk tolerance profiling, the importance of re-calibration and why a passive approach to communicating changes (type of investor/products offered) can lead to waning accuracy.
They also talk about the upcoming ‘next generation’ risk tolerance profiling platform and what new features users can expect.
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