The Risk-Type CompassTM
The Risk-Type Compass™ provides a unique grasp on human factor risk issues. Identifying individuals as one of eight Risk Types, it offers a typology and vocabulary that facilitates risk planning, research and discussion about risk tolerance, the suitability of Risk Types for risk related roles and, within the investment domain, allows portfolio management to achieve higher levels of risk suitability for clients.
To arrange a trial of the Risk-Type Compass™ please contact Grace Walsh on 01892 559540.
What is the Risk-Type Compass™?
Personal Report
This report provides detailed information about Risk Type, Risk Attitude and overall Risk Tolerance, highlighting capability for high risk decision making, and roles involving high personal risk, or where risk aversion is essential.
Investor Report
This report helps investors to prepare for discussions with their Financial Advisor. Narrative and bullet points explain their core type characteristics and their implications for appropriate investment portfolios.
Financial Advisors Report
This additional one-page accompaniment to the Investor Report summarises key findings and allows FAs to prepare for client discussions.