# 1.2 Investor objectives

It is usual for investment advisers to get potential clients to fill in a questionnaire to try to ascertain the investor’s risk and return requirements. The activity which follows is based on an actual investors questionnaire. Select view to access the questionnaire.

## Activity 1 Investor questionnaire

Allow around 30 minutes for this activity.

Now complete the individual Investor Questionnaire designed by Gregory and Rutterford and determine which model portfolio from Table 2 is deemed appropriate for you. Once you have completed it, and found the model portfolio recommended to you, consider whether you think it is right for you in terms of asset allocation.

OpenLearn - Asset allocation in investment
Except for third party materials and otherwise, this content is made available under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 Licence, full copyright detail can be found in the acknowledgements section. Please see full copyright statement for details.