Enhanced Risk Methodology

Our new methodology supports a highly sophisticated  and nuanced approach to ensuring we understand key investment decisions and constraints and apply them appropriately to our clients’ individual situations.

Our Client Risk Profile Analysis drives a more constructive dialogue by focusing on three key determinants regarding the appropriate levels of risk.

  1. Risk Capacity: focuses on the maximum level of risk that is prudent for our clients based on individual factors such as their cash flow needs and investment time-horizon.
  2. Risk Appetite: addresses the level of investment risk clients are willing to accept, as well as their personal comfort levels with market volatility and potential losses.
  3. Investment Objectives: highlight the minimum level of risk that is required in order to provide a realistic likelihood of successfully achieving investment goals and return objectives.