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
Field | Options |
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Risk tolerance | Specify the client's risk tolerance. The following choices are available:
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Investment horizon | Specify the client's investment horizon. The following choices are available:
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Primary investment objective | Select the client's primary investment objective. The following choices are available:
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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.