Asset Allocator Foundations
Asset Allocator Foundations provides a quick and decisive overview of a client’s tolerance for risk using a risk questionnaire and scoring system. The client's responses to each question aid in identifying the recommended model portfolio that is consistent with the client's tolerance for bearing investment risk.
Module Target User – Advisors and Clients
Completion Time – 5 to 10 minutes
This module:
- Identifies a client's tolerance for risk
- Recommends an asset allocation based on firm-approved model portfolios corresponding to the client's willingness to bear investment risk