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Client profiling - Record - Investment objectives - Structured entry

To determine the client's investment objectives, enter how they assess their risk tolerance, how long they expect to hold the security or portfolio and which investment objective they see as primary. The application will use this information to determine a possible investment strategy that corresponds to a risk class. The following options are available to define the investment objectives:

Define investment objectives

FieldOptions

Risk tolerance

Specify the client's risk tolerance. The following choices are available:

  • Conservative:      Preservation of capital; primarily focused on safety
  • Moderate:           Higher return expectations correspond to higher risk tolerance
  • Aggressive:         High return expectations correspond to high risk tolerance

Investment horizon

Specify the client's investment horizon. The following choices are available:

  • Short-term:          Up to 1 year
  • Medium-term:     more than 1 year – up to 5 years
  • Long-term:          more than 5 years

Primary investment objective

Select the client's primary investment objective. The following choices are available:

  • Long-term liquidity
  • Retirement
  • Asset diversification
  • Asset growth
  • Speculation

Risk/return diagram

After selecting the investment objectives, click the "Refresh" button. The risk/return diagram now shows the investment strategy determined from investment objectives given by the client. Below the diagram, you find an explanation on the determined strategy including the annual yield and the risk of loss over the last five years.

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