Pocket Risk is a risk questionnaire that assesses a client’s goals, risk tolerance, risk capacity and behavioral biases. Each of these elements is scored separately. The overall results can then be connected to an investment strategy.
The questions are based on a mix of Nobel Prize winning academic research about behavioral finance as well as research on risk tolerance, risk capacity, psychometrics, and investor reactions during market declines. The assessment consists of 15 questions which can be conveniently completed online through a secure web site. An example of the Pocket Risk assessment report can be seen below:
Click on the link below to begin your own Pocket Risk assessment
