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
Timing: 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.
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